Relationship Banker, Private Bank at Standard Bank Group

Job Description

• To proactively deliver a relationship-led transactional banking service that creates sustainable value for both the client and the bank. The role focuses on optimising the client experience, deepening client relationships, supporting Private Bankers, and driving portfolio profitability through disciplined sales execution, effective credit support, and proactive client engagement.

Key Responsibilities:

• Build and maintain strong, trust-based relationships with affluent clients by acting as a proactive transactional and servicing partner within the Private Banking model.
• Drive portfolio growth by identifying sales opportunities across transactional banking, lending, digital solutions, and wealth offerings, increasing revenue per client while retaining long-term value.
• Deliver an exceptional client experience through responsive service, effective complaint resolution, disciplined follow-ups, and consistent engagement aligned to client needs and segmentation.
• Support credit and lending activities by preparing high-quality applications, assisting with reviews, and working closely with Credit and specialist teams to ensure timely outcomes.
• Ensure full compliance with regulatory, risk, and governance requirements while maintaining accurate client records, mandates, and CRM information.

Qualifications

• FAIS-aligned Bachelor of Commerce degree or Advanced Diploma (NQF 7) in Finance, Business, Accounting, Economics, or a related discipline.

Experience Required:

• 3 to 5 years’ experience in Personal and Private Banking, wealth management, investment consulting, or client-facing financial services roles supporting affluent or high-value clients.
• Proven success in a portfolio-based, client-facing role requiring proactive relationship management, consultative sales, and consistent revenue generation across banking and financial solutions.
• Solid exposure to transactional banking, lending, and credit processes, including supporting or preparing credit applications and managing account conduct.
• Demonstrated ability to analyse client financial information and behaviour to identify opportunities, provide sound advice, and deliver commercially viable solutions.
• Experience operating in a structured, compliance-driven environment with a strong working knowledge of FAIS, FICA, KYC, and internal risk frameworks.
• Exposure to wealth management, investment consulting, financial planning, or advisory environments, including discretionary or investment-led solutions.
• Experience supporting senior relationship managers, private bankers, or investment managers within a team-based client coverage model, with strong digital and multi-channel servicing capability

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