Business Segment: Personal & Private Banking
Location: ZA, WC, Knysna, 50 Main Road
Job Type: Full-time
Job Ref ID: 80370731A-0001
Date Posted: 6/4/2025
Job Description
To strategically grow, maintain, and retain a portfolio of Signature Banking clients, in alignment with the segment’s value propositions and initiatives, with a strong emphasis on delivering tailored financial solutions and fostering long-term client relationships. The role is focused on creating sustainable value for both the client and the bank through high-touch engagement, cross-functional collaboration, and proactive client service.
The role requires close collaboration with internal product, credit, and investment specialists to deliver integrated financial strategies aligned to each client’s unique circumstances. A strong awareness of market developments and regulatory requirements is essential to ensure that all solutions remain relevant and compliant. Responsibilities also include identifying and converting new business opportunities through strategic networking, maintaining accurate client records, and contributing to the continuous enhancement of the client experience.
Qualifications
Minimum Qualifications:
FAIS aligned Degree in Business Commerce (NQF7 or higher)
FAIS Representative certification is mandatory, in line with regulatory requirements.
Essential Experience:
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.
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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