Manager, Relationship, Private Banking
Listed on 2026-10-05
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Finance & Banking
Financial Sales, Banking & Finance, Commercial Banking, Financial Advisor / Consultant
Business Segment:
Personal & Private Banking
To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
QualificationsMinimum Qualifications
Type of
Qualification:
First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
- 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
- Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
- The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
- Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
- Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)
- Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.
- Articulating Information
- Conveying Self-Confidence
- Developing Expertise
- Developing Strategies
- Exploring Possibilities
- Impressing People
- Interacting with People
- Interpreting Data
- Making Decisions
- Producing Output
- Providing Insights
- Pursuing Goals
- Taking Action
- Upholding Standards
- Banking Process & Procedures
- Commercial Acumen
- Product Knowledge (Consumer Banking)
Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.
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