195 Relationship Banker jobs in South Africa

Business Segment: Personal & Private Banking

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.

• 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.

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.

• Articulating Information & Providing Insights
• Developing Expertise
• Examining Information & Interpreting Data
• Interacting with People & Team Working
• Banking Process & Procedures
• Commercial Acumen

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Newlands, 2nd Floor, Letterstedt House, Newlands on Main Letterstedt, Main Road, Cape Town

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.

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:

Business Segment: Personal & Private Banking

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.

• 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.

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.

• Articulating Information & Providing Insights
• Developing Expertise
• Examining Information & Interpreting Data
• Interacting with People & Team Working
• Banking Process & Procedures
• Commercial Acumen

• FAIS aligned Degree in Business Commerce (NQF7 or higher)
  
  

• Proven sales track record with 5 -7 years of experience in Personal and Private Banking, demonstrating success in client acquisition, portfolio growth, and revenue generation.
• Strong expertise in financial analysis, risk assessment, and investment products, with in-depth knowledge of banking regulations, compliance, and market trends.
• Excellent customer relationship management skills, coupled with proficiency in banking systems, outstanding communication, and the ability to thrive in a fast-paced team environment.
  
  

• Articulating Information
• Challenging Ideas
• Conveying Self-Confidence
• Convincing People
• Developing Expertise
  
  

• Banking Process & Procedures
• Client Knowledge
• Client Retention & Client Servicing
• Customer Understanding ( Consumer Banking)
• Risk Awareness & Risk Identification

Business Segment: Personal & Private Banking

To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and reactive response to client demands.

Minimum Qualifications
Type of Qualification: First Degree/NQF Level 7
Field of Study: Business Commerce

Client Coverage
Personal and Private Banking

1. 2 Years experience relevant FAIS qualification with FAIS experience and operate without supervision for intermediary services. Operate under supervision for advice.
2. Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies and products.
3. Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
4. Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions.
5. The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position.

1. Articulating Information
2. Challenging Ideas
3. Conveying Self-Confidence
4. Developing Expertise
5. Examining Information
6. Exploring Possibilities
7. Impressing People
8. Interacting with People
9. Interpreting Data
10. Making Decisions
11. Providing Insights
12. Pursuing Goals
13. Showing Composure
14. Team Working
15. Banking Process & Procedures
16. Client Knowledge
17. Client Retention

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or