Manager, Relationship, Private Banking

Standard BankPretoria, Gauteng, South Africa

1 day ago

Job description

Overview

Explore exciting opportunities in portfolio management. This field involves strategic planning, asset allocation, and risk management to achieve financial goals for individuals or organizations. Professionals in portfolio management analyze market trends, construct investment portfolios, and monitor performance to optimize returns. They require strong analytical, communication, and decision-making skills.

Job roles span various sectors, including finance, investment banking, and wealth management. Common positions include portfolio manager, investment analyst, and financial advisor. These roles demand expertise in financial modeling, investment strategies, and regulatory compliance. Professionals often hold certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).

If you have a passion for finance and a knack for strategic thinking, a career in portfolio management could be a rewarding path. Search for portfolio management jobs and investment analyst roles to find the perfect fit. Opportunities exist for both entry-level positions and experienced professionals seeking to advance their careers in the financial sector.

Responsibilities

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. (Note : this item is retained for context, but specific postings vary across employers in the source description.)

Qualifications

Minimum Qualifications : First Degree (NQF7); Field of Study : Business Commerce.

Experience : 5-7 years in sales, service, relationship management, credit applications and financial acumen; sound knowledge of bank policies and procedures; ability to analyse customer needs; relationship-based selling; strong financial analysis and client advisory capabilities.

Certifications : Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) commonly referenced; PMP and related risk / certification may be preferred for certain roles.

Notes

Please note : All recruitment processes comply with applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, contact our Fraud line.

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This composite posting contains multiple market postings; some listings indicate region restrictions or postings from various employers. This description is provided for formatting purposes and does not reflect a single open position.

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Relationship Manager • Pretoria, Gauteng, South Africa