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
* 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