Job title : Relationship Banker, Private Bank
Job Location : Western Cape,
Deadline : October 26, 2025
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Key Responsibilities :
Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs, ensuring proper client segmentation, and driving retention through proactive engagement.Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies.Drive profitability by analyzing client financial behaviors, identifying revenue opportunities, strengthening relationships through proactive engagements, collaborating with internal specialists and credit teams, and ensuring seamless service delivery.Qualifications
FAIS aligned Degree in Business Commerce (NQF7 or higher)Experience Required :
3–4 years’ experience in Personal and Private Banking, with a focus on Affluent Clients managing personal, transactional, savings, lending, and investment needs, while resolving client queries and escalations.Credit and lending processes – compiling quality credit applications, drafting strong motivations, engaging with Credit for approvals, and ensuring adherence to risk and compliance standards.Sales and cross-selling – proactively identifying client needs, recommending tailored financial solutions, and driving digital adoption to grow revenue per client.Portfolio management and retention – overseeing a defined portfolio, strengthening client relationships, ensuring regulatory compliance (FAIS, FICA, Code of Banking Practice), and achieving sustainable client growth.Banking jobs