Job Description<\/p>\n
\tWe 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.<\/p>\n
Key Responsibilities:<\/p>\n
\tDevelop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
\n\tConduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
\n\tAnalyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.<\/p>\n
Qualifications<\/p>\n
\tFAIS aligned Degree in Business Commerce (NQF7 or higher)
\n\tFAIS Representative certification is mandatory, in line with regulatory requirements.<\/p>\n
Essential Experience:<\/p>\n
\tMinimum of 7 years\u2019 experience in financial services, with at least 5\u20137 years in a relationship management or private banking role.
\n\tProven ability to analyse clients\u2019 financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
\n\tDemonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
\n\tExperience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
\n\tProficient understanding of banking processes, financial acumen, and consumer banking products.<\/p>\n
Additional Information<\/p>\n
Behavioural Competencies:<\/p>\n
\tArticulating Information &\u00a0Providing Insights
\n\tInterpreting Data &\u00a0Examining Information
\n\tDeveloping Expertise
\n\tConvincing People &\u00a0Establishing Rapport
\n\tProducing Output
\n\tSeizing Opportunities
\n\tTaking Action<\/p>\n
Technical Competencies:<\/p>\n
\tBanking Process & Procedures
\n\tCommercial Acumen
\n\tCustomer Understanding ( Consumer Banking)
\n\tFinancial Acumen
\n\tProduct Knowledge (Consumer Banking)
\n\tRisk Identification
\n\tRisk Reporting<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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