About this role
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 buildingDeepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutionsIdentify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teamsConduct structured client reviews to understand financial goals and recommend appropriate banking solutionsAction client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experienceUphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualificationValid driver’s licence and mobility to travel to client sitesExperience Required:2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environmentProven experience in relationship banking, managing a personal, prestige or affluent client portfolioExposure to wealth management, investment consulting, or financial planning referral environmentsDemonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clientsExperience working across multi-channel environments to action client requests, manage credit applications and resolve service gapsBehavioral Competencies:Articulating InformationChallenging IdeasConveying Self-ConfidenceConvincing PeopleDeveloping ExpertiseTechnical Competencies:Banking Process & ProceduresClient KnowledgeClient Retention & Client ServicingCustomer Understanding ( Consumer Banking)Risk Awareness & Risk Identification Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
- LOCATION
- Cape Town, Western Cape
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- Sep 25, 2026
Source: Standard Bank Group Careers