Relationship Banker, Private Bank

2 weeks ago

Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Newlands, 2nd Floor, Letterstedt House, Newlands on Main Letterstedt, Main Road, Cape Town

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.

Minimum 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.

Additional Information:

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