Advance your career with Jobia Soft Skills & Certificates
Create account, take courses and earn verifiable certificates. Download and add certifications to your profile for better chance of getting hired.
Standard Bank Group is actively recruiting for a Prestige Banking Relationship Banker position in Western Cape. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
⢠Experience Level: 1 - 2 years ⢠Educational Background: Bachelor or equivalent ⢠Industry Focus: Finance / Accounting / Audit ⢠Location Preference: in Western Cape
Financial professionals like Prestige Banking Relationship Banker are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
This role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
When applying for this Prestige Banking Relationship Banker position, ensure your CV highlights: ⢠Relevant experience matching the 1 - 2 years requirement ⢠Educational qualifications in line with Bachelor ⢠Specific achievements in the Finance / Accounting / Audit field ⢠Any certifications or specialized training
The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
---
To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.
Manage and grow an assigned Prestige client portfolio through proactive engagement, needsābased conversations and consistent relationship building Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time
Bachelorās Degree in Commerce, Banking, Finance or related field orĀ Advanced Diploma (NQF 7) FAIS-recognised qualification Valid driverās licence and mobility to travel to client sites
2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio Exposure to wealth management, investment consulting, or financial planning referral environments Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps
Articulating Information Challenging Ideas Conveying Self-Confidence Convincing People Developing Expertise
Banking Process & Procedures Client Knowledge Client Retention &Ā Client Servicing Customer Understanding ( Consumer Banking) Risk Awareness &Ā Risk Identification
Note: Only shortlisted candidates are contacted.
Monthly based
Worldwide
Western Cape
Create account, take courses and earn verifiable certificates. Download and add certifications to your profile for better chance of getting hired.