Affluent Relationship Manager

Posted 13 Hours Ago
Be an Early Applicant
21 Locations
Remote
Senior level
Financial Services
The Role
Manage a portfolio of affluent clients, build and retain relationships, provide financial advisory and cross-selling, prepare credit applications, collaborate with internal partners, and grow segment market share and profitability.
Summary Generated by Built In
Company Description

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.

Job Description

Provide a responsive, pro-active, and proficient personal relationship banking service to a portfolio of Affluent customers in order to grow market share and retain existing business.

  • Establish and build one-on-one relationship in the assigned portfolio by delivering the seamless expected level of service, specifically focusing on a proactive contact or calling strategy and program.  
  • Ensure retention of existing clients in the assigned portfolio by strengthening and expanding relationships. Ensures effective query management and customer feedback.                                  
  • Monitors and manages (in collaboration with internal business partners) the delivery of service in line with service level agreements, standards and turnaround times within segment.
  • Ensures the implementation of the Personal Segment value proposition.Interact and build strong relationships with relevant stakeholders and business partners (e.g Credit, BCC, Wholesale etc.) in order to provide a seamless solution to the clients banking requirement          
  • Acquire and retain quality business in line with the Customer Value Proposition, segment income specifications, acquisition targets and segment strategy to increase market share.            
  • Ensures deep understanding of Customer’s demographics through regular interaction with client. 
  • Ensure value add to customers while growing the bank profitability through financial advisory to clients, cross-selling with a focus on wealth creation and lending opportunities.                                                     

Qualifications

  • Bachelors degree in Business Studies or a related field from a recognized university 
  • Atleast 5 years experience as a Business Banker or Relationship Manager with proven performance record
  • Exposure to customer service required with previous sales experience
  • Experience in dealing with customers at all levels. Significant product knowledge including specialised products and financial structures.
  • Experience in budgeting, forecasting, cost control and client financial analysis.
  • Experience in preparing and motivating Credit applications is essential.Exposure to customer service required. Previous sales experience
  • Good knowledge of Affluent Banking value proposition
  • Sound knowledge of the bank's policies and procedures relating to all areas under his/her control

Additional Information

Behavioural Competencies:

  • Developing Strategies
  • Directing People
  • Embracing Change
  • Empowering Individuals
  • Establishing Rapport
  • Making Decisions
  • Providing Insights

Technical Competencies:

  • Effective business communication
  • Sales Planning and Reporting
  • Presentation Skills
  • Product Knowledge
  • Risk Awareness 
  • Client Retention

Skills Required

  • Bachelor's degree in Business Studies or related field from a recognized university
  • At least 5 years experience as a Business Banker or Relationship Manager with proven performance record
  • Exposure to customer service with previous sales experience
  • Experience dealing with customers at all levels and significant product knowledge including specialised products and financial structures
  • Experience in budgeting, forecasting, cost control and client financial analysis
  • Experience preparing and motivating credit applications
  • Good knowledge of Affluent Banking value proposition
  • Sound knowledge of the bank's policies and procedures relating to all areas under his/her control

Standard Bank Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Standard Bank Group and has not been reviewed or approved by Standard Bank Group.

  • Leave & Time Off Breadth Leave options span vacation, study, parental, compassionate/family responsibility, sick/short‑term incapacity, sabbatical, recognition and optional unpaid leave, subject to country practices. This breadth provides flexibility to manage family, study, health, and rest needs.
  • Healthcare Strength Core protection includes medical cover and death/incapacity insurance, with many markets offering permanent health insurance and optional life/funeral or gap‑cover add‑ons. Wellness and counselling programs further strengthen day‑to‑day health support.
  • Fair & Transparent Compensation Formal remuneration materials emphasize equal pay for work of equal value, structured market alignment, and pay‑equity analyses alongside clawback/forfeiture provisions. This governance signals predictable, fairness‑oriented pay practices.

Standard Bank Group Insights

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The Company
HQ: Johannesburg
63,856 Employees
Year Founded: 1862

What We Do

As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

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