Relationship Manager II, Private Bank

About the Job

This role is to strategically grow, maintain, and retain a portfolio of Signature Banking clients, aligning with the segment’s value propositions and initiatives. There is a strong emphasis on delivering tailored financial solutions and fostering long-term client relationships. The role focuses on creating sustainable value for both the client and the bank through high-touch engagement, cross-functional collaboration, and proactive client service. It requires close collaboration with internal product, credit, and investment specialists to deliver integrated financial strategies aligned to each client’s unique circumstances. A strong awareness of market developments and regulatory requirements is essential to ensure that all solutions remain relevant and compliant. Responsibilities also include identifying and converting new business opportunities through strategic networking, maintaining accurate client records, and contributing to the continuous enhancement of the client experience.

Responsibilities

Strategically grow, maintain, and retain a portfolio of Signature Banking clients.
Deliver tailored financial solutions and foster long-term client relationships.
Create sustainable value for both the client and the bank through high-touch engagement, cross-functional collaboration, and proactive client service.
Collaborate closely with internal product, credit, and investment specialists to deliver integrated financial strategies.
Ensure all solutions remain relevant and compliant with market developments and regulatory requirements.
Identify and convert new business opportunities through strategic networking.
Maintain accurate client records.
Contribute to the continuous enhancement of the client experience.

Requirements

Minimum Qualifications: FAIS aligned Degree in Business Commerce (NQF7 or higher).
FAIS Representative certification is mandatory.
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.
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.