Assistant, Relationship Manager

Posted 3 Days Ago
Be an Early Applicant
21 Locations
Remote
Mid level
Financial Services
The Role
Supports a Relationship Manager in managing a banking client portfolio, handling client requests, maintaining records, preparing credit documentation, monitoring portfolio risk, ensuring KYC and compliance, and identifying cross-selling and retention opportunities.
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

To support the Relationship Manager with the day-to-day management and maintenance of an allocated portfolio, serving as a central contact point for clients and enabling efficient delivery of their banking needs.

  • Support the Relationship Manager in managing portfolio performance, client service, credit, compliance and operational requirements.
  • Respond to client requests and resolve queries and complaints within agreed timelines, taking ownership through to completion.
  • Maintain accurate and up-to-date client records, mandates, documentation, account information and portfolio reports.
  • Prepare documentation and provide input for credit applications, annual reviews, facility requests and related credit motivations.
  • Monitor account conduct, expiring limits, excesses, overdue reviews and other indicators of portfolio risk, escalating concerns promptly.
  • Ensure adherence to KYC, onboarding, regulatory, compliance and internal risk requirements.
  • Identify cross-sell, retention and new business opportunities and refer qualified leads to the Relationship Manager.

Qualifications

  • A first degree in Business, Commerce or a related field.
  • At least three years’ relevant experience in Business or Commercial Banking, including portfolio management, branch sales or client service.
  • Practical experience in preparing credit motivations and a sound understanding of lending principles.
  • Knowledge of banking products, client onboarding, KYC, risk and compliance requirements.

Behavioural Competencies:

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

Technical Competencies:

  • Economic Capital Management
  • Financial Acumen
  • Process Governance
  • Risk Identification
  • Risk Reporting
  • Risk Response Strategy
  • Risk/ Reward Thinking

Skills Required

  • First degree in Business, Commerce, or a related field
  • At least three years of relevant experience in business or commercial banking, including portfolio management, branch sales, or client service
  • Practical experience preparing credit motivations
  • Sound understanding of lending principles
  • Knowledge of banking products, client onboarding, KYC, risk, and compliance requirements

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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