Company:
Standard Bank Group
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Location: Western Cape
State: Cape Town
Field: Banking
Job Description
- To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability.
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+ years of experience in Personal and Private Banking, specializing in Affluent Clients.
- Proven sales performance in branch banking, covering key areas such as universal banking, BDC/Forex operations, credit management, and client servicing.
- Strong understanding of financial markets and wealth management strategies.
