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Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim…
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Relationship Banker, Private Bank – Plettenberg Bay, Beacon Way
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.
Method of Application
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