Relationship Banker, Private Bank at Standard Bank Group

Company:

Standard Bank Group

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:

  • 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.

Method of Application
Submit your CV and Application on Company Website:

Relationship Banker I, Prestige Banking at Standard Bank Group

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