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Standard Bank Group
Private Banking Relationship Manager- ForeshoreStandard Bank Group • Cape Town, ZA
Private Banking Relationship Manager- Foreshore

Private Banking Relationship Manager- Foreshore

Standard Bank Group • Cape Town, ZA
17 days ago
Job description

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.

Required 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.

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
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Private Banking Relationship Manager- Foreshore • Cape Town, ZA

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