Standard Bank Group

Private Banking Relationship Manager

Cape Town, South Africa full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
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

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Data Analysis Private Banking Relationship Manager Mid level

Likely questions

  1. Tell us about work you have done that is close to the Private Banking Relationship Manager role.
  2. How would you approach your first 30 days at Standard Bank Group?
  3. Which of Data Analysis, Private and Banking have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Data Analysis, Private and Banking.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Private Banking Relationship Manager role because I can bring practical experience in Data Analysis, Private and Banking, learn the team quickly, and contribute to the outcomes Standard Bank Group needs from this hire.

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