Customer Wealth Strategist
4 days ago
Rustenburg, North-West, South Africa
Standard Bank of South Africa Limited
Full time
Job Title: Role Description: We are looking for an experienced professional to join our private banking team as a Relationship Manager I, Private Bank.
Key Responsibilities:
- To manage a portfolio of high net worth individuals and families.
- To develop and maintain strong relationships with clients, understanding their financial needs and goals.
- To identify opportunities to cross-sell and upsell products and services to existing clients.
- To work closely with internal teams to deliver exceptional client service and meet business objectives.
Requirements:
- Degree in Finance, Accounting, or related field.
- At least 5 years' experience in private banking or a related field.
- Strong analytical and problem-solving skills.
