Private Banking Relationship Manager

Business Segment: Personal & Private Banking

We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.

• Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
• Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
• Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.

• FAIS aligned Degree in Business Commerce (NQF7 or higher)
• FAIS Representative certification is mandatory, in line with regulatory requirements.
• Minimum of 7 years' experience in financial services, with at least 5-7 years in a relationship management or private banking role.
• Proven ability to analyse clients' financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
• Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
• Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
• Proficient understanding of banking processes, financial acumen, and consumer banking products.

• Articulating Information &Providing Insights
• Interpreting Data &Examining Information
• Developing Expertise
• Producing Output
• Taking Action
• Banking Process & Procedures
• Commercial Acumen