Prestige Banking Relationship Banker Job Worcester South Africa,Finance & Banking

Location: Worcester

Job Description

To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.

Key Responsibilities:

Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based conversations and consistent relationship building

Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions

Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams

Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions

Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience

Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time

Qualifications

Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF
7) FAIS-recognised qualification

Valid driver’s licence and mobility to travel to client sites

Experience

Required:

2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment

Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio

Exposure to wealth management, investment consulting, or financial planning referral environments

Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients

Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps

Additional Information

Behavioral Competencies

Articulating Information

Challenging Ideas

Conveying Self-Confidence

Convincing People

Developing Expertise

Technical

Competencies:

Banking Process & Procedures

Client Knowledge

Client Retention & Client Servicing

Customer Understanding ( Consumer Banking)

Risk Awareness & Risk Identification

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.