Private Banking Relationship Manager

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.

Required 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.

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