Private Banking Relationship Banker

Job Overview

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

Location: ZA, WC, Hermanus, R43

Job Type: Full-time

Job Ref ID: 80403612A-0001

Date Posted: 7/8/2026

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To proactively deliver a deep, relationship-based Private Banking offering through value-adding client engagement, portfolio management and tailored financial solutions that enhance the client experience, deepen relationships and support sustainable profitability for the bank.

Key Responsibilities

Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.

Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities.

Understand client needs and recommend suitable banking, lending, wealth and digital solutions.

Support quality credit applications, annual credit reviews and effective portfolio administration.

Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.

Qualifications

Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field.

Qualification must be FAIS recognised or FAIS aligned.

The incumbent must meet the Fit and Proper requirements.

Experience Required

2 to 4 years’ banking experience, with exposure to affluent, private banking or relationship-managed clients.

Experience in sales, service, relationship management, credit applications and financial solutioning within the financial services industry.

Sound exposure to client portfolio management, including identifying client needs, recommending suitable banking solutions and supporting client retention.

Experience in lending, credit processes, financial analysis and client reviews will be advantageous.

Proven ability to identify sales opportunities and deliver value-adding solutions that support both the client and the bank.

Behavioural Competencies

Establishing Rapport and Understanding People

Interacting with People and Articulating Information

Conveying Self-Confidence and Convincing People

Examining Information and Interpreting Data

Making Decisions and Taking Action

Seizing Opportunities and Pursuing Goals

Technical Competencies

Banking Process & Procedures

Customer Understanding and Product Knowledge

Financial Acumen

Commercial Acumen

Risk Identification

Risk Reporting

Additional Information

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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 [email protected]