Relationship Manager, Port Elizabeth at Standard Bank Group

The ideal candidate will be responsible for managing an assigned portfolio of High Nett Worth client accounts, providing advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources. Ensuring that their complex needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximize bank’s profitability.

Responsibilities

• Client Service and Relationship building - Establishes and builds one-on-one relationships with clients based on mutual respect in assigned portfolio by delivering exceptional service levels, specifically focusing on a pro-active contact (calling) strategy and programme.
• Acquires new business for the portfolio in line with the Customer Value Proposition segment specifications, acquisition targets to increase market share and specific sales strategies
• Lending Management - Structures credit applications effectively, focusing on high quality motivations. Advises customers on lending product selection, by recommending products to meet their specific needs.
• Risk Management and Compliance -  Attend to all risk matters, including all KYC/FAIS and other regulatory matters. 

Qualifications

• A degree or equivalent in Finance, Business Administration, Law, CFP or related fields. Completion of FAIS regulatory exams (Non Negotiable)
• 5- 7 years Relationship Banking experience - The role requires seasoned client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes, as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.