Private Banking Relationship Manager Job Hermanus area,South Africa,Finance & Banking

Job Description

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.

Key Responsibilities:

Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.

Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.

Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.

Qualifications

FAIS aligned Degree in Business Commerce (NQF7 or higher)

FAIS Representative certification is mandatory, in line with regulatory requirements.

Essential

Experience:

Minimum of 7 years’ experience in financial services, with at least 5–7 years in a relationship management or private banking role.

Proven ability to analyse clients’ financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.

Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.

Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.

Proficient understanding of banking processes, financial acumen, and consumer banking products.

Additional Information

Behavioural

Competencies:

Articulating Information & Providing Insights

Interpreting Data & Examining Information

Developing Expertise

Convincing People & Establishing Rapport

Producing Output

Seizing Opportunities

Taking Action

Technical

Competencies:

Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting

Careers

Are you passionate about Africa's potential? Are you driven to win? At Standard Bank Group, a team of over 50 000 dedicated individuals share one common purpose:
Africa is our home, we drive her growth. We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa. Join us, if you're ready to turn your passion into impact and make a real difference as part of a dynamic team.


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