Manager, Relationship, Private Banking

GP, ZA, South Africa

Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, Gauteng, Rusternburg/Klerksdorp, North West

Job Type:

Full-time

Job Ref ID:

80269133A-0001

Date Posted:

10/18/2025







To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.



Qualifications



Minimum Qualifications

Type of Qualification:

First Degree (NQF7)

Field of Study:

Business Commerce



Experience Required

Affluent Clients

Personal and Private Banking



5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)

Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions

The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position

Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.

Analyse client's financial information and formulates solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.

Additional Information



Behavioural Competencies:



Articulating Information

Conveying Self-Confidence

Convincing People

Developing Expertise

Developing Strategies

Exploring Possibilities

Impressing People

Interacting with People

Interpreting Data

Making Decisions

Meeting Timescales

Producing Output

Providing Insights

Pursuing Goals

Seizing Opportunities

Taking Action

Understanding People

Upholding Standards

Valuing Individuals



Technical Competencies:



Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting



Please note:

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Job Detail

  • Job Id
    JD1562573
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    GP, ZA, South Africa
  • Education
    Not mentioned