We are looking for a commercially driven and relationship-led Signature Relationship Manager to grow, retain and deepen a portfolio of high-value and ultra-high-net-worth clients within our Private Banking segment.
This opportunity is suited to an experienced banking professional with a strong track record of building trusted client relationships, understanding complex financial needs and delivering tailored solutions that create long-term client value. As the primary relationship owner for Signature clients, you will provide a personalised, high-touch banking experience across lending, investments, advisory and broader financial solutions.
The role is responsible for driving sustainable portfolio growth by deepening existing relationships, identifying new business and sales opportunities, and delivering solutions aligned to each client’s financial needs. You will also ensure that client engagements and portfolio activities remain aligned to the Signature Banking value proposition, the Bank’s risk appetite and applicable regulatory requirements.
Key Responsibilities:
- Build, manage and retain trusted relationships with high-value and ultra-high-net-worth clients through regular, value-adding engagement and proactive portfolio management.
- Identify client needs and sales opportunities by analysing financial information, understanding client objectives and recommending appropriate banking, lending, investment, insurance and advisory solutions.
- Drive portfolio growth by acquiring new Signature clients, deepening existing relationships and collaborating with internal specialists across relevant business areas.
- Structure and motivate credit applications, including complex lending requirements, while ensuring sustainable bankability, sound due diligence and effective credit risk management.
- Retain client balances and wallet share through competitive pricing, relationship ownership, tailored propositions and proactive stakeholder engagement.
- Ensure all client interactions, advice, instructions, documentation and portfolio activity are managed in line with FAIS, compliance, risk and regulatory requirements.
- Bachelor’s Degree or Advanced Diploma (FAIS Aligned NQF7 or Higher) in Business Commerce, Finance, Banking or Economics.
- Must meet FAIS Fit and Proper requirements.
Experience Required:
- 5 to 7 years’ experience in relationship banking, private banking, affluent banking or a similar client portfolio environment.
- Proven experience managing high-value or ultra-high-net-worth client relationships.
- Strong track record in building long-term client relationships, identifying sales opportunities and delivering client-led financial solutions.
- Experience in growing and retaining client portfolios, managing revenue targets and deepening client value across banking, lending, investment and advisory solutions.
- Strong understanding of credit structuring, client financial analysis, risk management, compliance and stakeholder collaboration.
Behavioural Competencies:
- Articulating Information and Convincing People
- Interacting with People and Understanding People
- Seizing Opportunities and Pursuing Goals
- Developing Strategies and Providing Insights
- Interpreting Data and Making Decisions
- Developing Expertise and Producing Output
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting