Prestige Banking Relationship Banker

Standard Bank Group · Cape Town, Western Cape

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Job Description

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.

Key Responsibilities

Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based 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

Qualifications

Bachelor's Degree in Commerce, Banking, Finance or related field or Advanced Diploma NQF 7 FAIS-recognised qualification
Valid driver's 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