Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, WC, Plettenberg Bay, Beacon Way

Job Type:

Full-time

Job Ref ID:

80437678A-0001

Date Posted:

2/26/2025







To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability.

Key Responsibilities:

Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs, ensuring proper client segmentation, and driving retention through proactive engagement.

Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies.

Drive profitability by analyzing client financial behaviors, identifying revenue opportunities, strengthening relationships through proactive engagements, collaborating with internal specialists and credit teams, and ensuring seamless service delivery.

Qualifications

Minimum Qualifications:

FAIS aligned Degree in Business Commerce (NQF7 or higher)

Experience Required:

3+ years of experience in Personal and Private Banking, specializing in Affluent Clients.

Proven sales performance in branch banking, covering key areas such as universal banking, BDC/Forex operations, credit management, and client servicing.

Strong understanding of financial markets and wealth management strategies.

Additional Information

Behavioural Competencies:

Articulating Information & Providing Insights

Establishing Rapport & Convincing People

Developing Expertise

Examining Information & Interpreting Data

Interacting with People & Team Working

Meeting Timescales

Technical Competencies:

Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za