Business Segment: Personal & Private Banking
Location: ZA, WC, Cape Town, Heerengracht Street
Job Type: Full-time
Job Ref ID: 80190489A-0001
Date Posted: 6/2/2025
Job Description
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.
Key Responsibilities:
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.
Qualifications
Minimum Qualifications:
FAIS aligned Degree in Business Commerce (NQF7 or higher)
Essential Experience:
A minimum of 5-7 years' experience in sales, service, relationship management, credit applications, and financial acumen within the financial services industry.
Proven ability to acquire, manage, and retain high-net-worth clients through tailored financial solutions, proactive engagement, and strong relationship-building skills.
Strong financial analysis skills, experience in credit applications, debt restructuring, and compliance with regulatory and risk management requirements.
Advanced knowledge of banking products, processes, and procedures, with the ability to make informed decisions, empower individuals, and drive business growth.
Additional Information
Behavioural Competencies:
Articulating Information & Providing Insights
Interpreting Data & Examining Information
Developing Expertise
Convincing People & Establishing Rapport
Producing Output
Seizing Opportunities
Taking Action
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 +27 800222050 or [email protected]
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