Key Purpose<\/p>\n
\tAccountable for managing the end-to-end service, advice, and relationship of high-net-worth clients (i.e. Purple Wealth & Purple Suite), ensuring their needs are met through the integration of all Discovery Bank products, services, and resources (including rewards, travel, and concierge). This role also includes the leadership and performance management of the Purple Relationship and Internal Banker teams, ensuring the delivery of a differentiated, high-touch client experience. The Relationship Manager drives revenue growth through client retention, acquisition, and team excellence.<\/p>\n
Areas of responsibility may include but are not limited to:<\/p>\n
Client Relationship & Service Excellence<\/p>\n
\tServe as the strategic advisor for high-net-worth clients, ensuring proactive, personalized, and seamless service.
\n\tDrive portfolio growth and profitability by leveraging the full Discovery product suite.
\n\tContinuously enhance the high-touch service experience using client feedback and analytics.
\n\tEnsure consistent execution of the service model across the Purple Team.<\/p>\n
Team Leadership & Performance Management<\/p>\n
\tLead, coach, and motivate the Relationship and Internal Banker teams to deliver exceptional service and meet performance targets.
\n\tIdentify and develop talent within the team, fostering a culture of accountability, excellence, and continuous improvement.
\n\tConduct regular performance reviews, call assessments, and provide constructive feedback.
\n\tResolve escalated cases and ensure quality standards are consistently met.<\/p>\n
Strategic Enablement & Innovation<\/p>\n
\tGuide the development of analytics capabilities to support personalized pricing and product bundling strategies.
\n\tCollaborate with internal stakeholders to align on strategic objectives and service delivery.
\n\tEncourage out-of-the-box thinking to solve complex client and operational challenges.<\/p>\n
Compliance & Operational Oversight<\/p>\n
\tEnsure adherence to regulatory requirements and internal policies.
\n\tOversee administrative and operational functions to support efficient team performance.
\n\tMonitor and report on key performance indicators and milestones.<\/p>\n
Personal Attributes and Skills<\/p>\n
\tValues-Driven: Demonstrates integrity, ethics, and consistent alignment with Discovery\u2019s values.
\n\tLeadership & Influence: Provides clear direction, sets high standards, and inspires others to perform at their best.
\n\tClient-Centric: Deeply committed to understanding and exceeding client expectations through proactive engagement.
\n\tResults-Oriented: Takes initiative, energizes others, and consistently delivers on goals and commitments.
\n\tAnalytical & Strategic Thinking: Uses data and systems thinking to solve problems and inform decisions.
\n\tResilient & Optimistic: Maintains a positive outlook, recovers quickly from setbacks, and thrives under pressure.
\n\tAgile Learner: Embraces unfamiliar challenges and experiments to find innovative solutions.
\n\tTrust Builder: Follows through on commitments and builds credibility with clients and teams.
\n\tEmotionally Intelligent: Communicates effectively, adapts to different people and situations, and manages interpersonal dynamics with empathy.
\n\tPeople Savvy: High emotional intelligence with a low ego; fosters strong, respectful relationships.
\n\tCreative Problem Solver: Looks beyond the obvious to develop sustainable, long-term solutions.<\/p>\n
Technical Skills (required)<\/p>\n
\tProven experience in relationship or private banking with a strong track record of revenue growth and client retention.
\n\tDemonstrated leadership experience, including coaching and performance management.
\n\tStrong understanding of financial products, wealth management, and client engagement strategies.
\n\tProficient in Microsoft Office Suite (Excel, PowerPoint, Outlook).
\n\tFormal training in coaching or leadership development (advantageous).
\n\tExcellent verbal and written communication skills in English.<\/p>\n
Education and Work Experience<\/p>\n
Education<\/p>\n
\tEssential: Matric \/ Grade 12
\n\tRequired: 3-year tertiary qualification in Business, Finance, or a related field<\/p>\n
Work Experience<\/p>\n
\t2 to 3 years\u2019 experience in a leadership or team management role
\n\t5 to 8 years\u2019 experience managing high-net-worth client relationships within the banking or financial services industry
\n\tExperience in relationship or private banking (advantageous)
\n\tPrior experience within the Discovery Group (preferred)
\n\t\u00a0<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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