Private Banking Relationship Banker
13 hours ago
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Cape Town, 11 Main Road
Job Type: Full-time
Job Ref ID: A-0002
Date Posted: 12/4/2025
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.
Additional Information
Behavioural Competencies:
Articulating Information & Providing Insights
Establishing Rapport & Convincing People
Developing Expertise
Examining Information & Interpreting Data
Interacting with People & Team Working
Meeting Timescales
Technical Competencies:
Banking Process & Procedures
Commercial Acumen
Customer Understanding ( Consumer Banking)
Financial Acumen
Product Knowledge (Consumer Banking)
Risk Identification
Risk Reporting
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
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