Private Banking Relationship Banker - Western Cape, Cape Town, Small Tower Standard Bank Centre

Standard Bank

Location
Western Cape
Minimum qualification
Diploma
Closing date

First listed . Last checked at source .

In brief

**Overview** This role is for a Private Banking Relationship Banker at Standard Bank, located in Western Cape, Cape Town, specifically at the Small Tower Standard Bank Centre. The position focuses on managing and growing relationships with Private Banking clients. **What you will do** * Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement. * Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities. * Understand client needs and recommend suitable banking, lending, wealth and digital solutions. * Support quality credit applications, annual credit reviews and effective portfolio administration. * Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards. **Requirements (from the original advert)** **Qualifications** * Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field. * Qualification must be FAIS recognised or FAIS aligned. * The incumbent must meet the Fit and Proper requirements. **Experience Required** * 2 to 4 years’ experience, with exposure to affluent, private banking or relationship-managed clients. * Experience in sales, service, relationship management, credit applications and financial solutioning within the financial services industry. * Sound exposure to client portfolio management, including identifying client needs, recommending suitable banking solutions and supporting client retention. * Experience in lending, credit processes, financial analysis and client reviews will be advantageous. * Proven ability to identify sales opportunities and deliver value-adding solutions that support both the client and the bank. **Behavioural Competencies** * Establishing Rapport and Understanding People * Interacting with People and Articulating Information * Conveying Self-Confidence and Convincing People * Examining Information and Interpreting Data * Making Decisions and Taking Action * Seizing Opportunities and Pursuing Goals **Technical Competencies** * Banking Process & Procedures * Customer Understanding and Product Knowledge * Financial Acumen * Commercial Acumen * Risk Identification * Risk Reporting **Who should apply** Candidates should possess a relevant NQF 7 or higher qualification in Finance, Business Commerce, Accounting, or a related field, which must be FAIS recognised or aligned, and meet Fit and Proper requirements. They should have 2 to 4 years of experience, ideally with affluent or private banking clients, focusing on sales, service, relationship management, and financial solutioning. Strong abilities in client portfolio management, identifying sales opportunities, and understanding credit processes are essential, coupled with specific behavioural and technical competencies related to client interaction, financial acumen, and risk management. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/private-banking-relationship-banker-western-cape-cape-town-small-tower-standard-bank-centre-standard-bank-group Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 2 years of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Key Responsibilities: * Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement. * Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities. * Understand client needs and recommend suitable banking, lending, wealth and digital solutions. * Support quality credit applications, annual credit reviews and effective portfolio administration. * Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards. Qualifications * Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field. * Qualification must be FAIS recognised or FAIS aligned. * The incumbent must meet the Fit and Proper requirements. Experience Required: * 2 to 4 years’ experience, with exposure to affluent, private banking or relationship-managed clients. * Experience in sales, service, relationship management, credit applications and financial solutioning within the financial services industry. * Sound exposure to client portfolio management, including identifying client needs, recommending suitable banking solutions and supporting client retention. * Experience in lending, credit processes, financial analysis and client reviews will be advantageous. * Proven ability to identify sales opportunities and deliver value-adding solutions that support both the client and the bank. Behavioural Competencies: * Establishing Rapport and Understanding People * Interacting with People and Articulating Information * Conveying Self-Confidence and Convincing People * Examining Information and Interpreting Data * Making Decisions and Taking Action * Seizing Opportunities and Pursuing Goals Technical Competencies: * Banking Process & Procedures * Customer Understanding and Product Knowledge * Financial Acumen * Commercial Acumen * Risk Identification * Risk Reporting

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