Company:
Standard Bank Group
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Qualification: Bachelors
Experience: 3 – 4 years
Province: Western Cape
City:
Field: Banking
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:
- 3β4 yearsβ 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 β compiling quality credit applications, drafting strong motivations, engaging with Credit for approvals, and ensuring adherence to risk and compliance standards.
- Sales and cross-selling β proactively identifying client needs, recommending tailored financial solutions, and driving digital adoption to grow revenue per client.
- Portfolio management and retention β overseeing a defined portfolio, strengthening client relationships, ensuring regulatory compliance (FAIS, FICA, Code of Banking Practice), and achieving sustainable client growth.
Method of Application
Submit your CV and Application on Company Website: