Private Banking Relationship Banker at Standard Bank in Cape Town
Standard Bank · Cape Town, Western Cape
Overview
Standard Bank is looking for a Relationship Banker to join their Private Banking team in Cape Town. This full time role involves building strong client relationships, managing portfolios and offering tailored financial solutions. If you have 2 to 4 years of experience in affluent client service and a finance related qualification, this is a great opportunity to grow your banking career with a leading institution.
About the role
As a Relationship Banker in Standard Bank's Private Banking division, you will be responsible for delivering a deep, relationship-based banking experience to a portfolio of private banking clients. You will act as a trusted advisor, understanding each client's financial needs and recommending appropriate banking, lending, wealth and digital solutions. Your role will focus on proactive client engagement, portfolio growth through retention and cross selling, and ensuring a smooth, compliant client experience. You will also handle credit applications, annual reviews and manage client queries while adhering to bank standards.
To apply, visit Standard Bank's official application portal using the link provided. Ensure your CV is up to date and highlights your experience with affluent clients and financial solutioning.
Requirements
- Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field
- Qualification must be FAIS recognised or FAIS aligned
- Must meet Fit and Proper requirements
- 2 to 4 years of experience with exposure to affluent, private banking or relationship managed clients
- Experience in sales, service, relationship management, credit applications and financial solutioning within financial services
- Sound exposure to client portfolio management, identifying client needs and supporting client retention
- Experience in lending, credit processes, financial analysis and client reviews is advantageous
- Proven ability to identify sales opportunities and deliver value adding solutions
- Behavioural competencies: establishing rapport, understanding people, interacting with people, articulating information, conveying self confidence, convincing people, examining information, interpreting data, making decisions, taking action, seizing opportunities, pursuing goals
- Technical competencies: banking process and procedures, customer understanding and product knowledge, financial acumen, commercial acumen, risk identification, risk reporting
Responsibilities
- Build and maintain strong relationships with Private Banking clients through proactive and value adding engagement
- Drive portfolio growth through retention, cross selling, sales delivery and identifying new client opportunities
- Understand client needs and recommend suitable banking, lending, wealth and digital solutions
- Support quality credit applications, annual credit reviews and effective portfolio administration
- Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards
Job details
- Organisation
- Standard Bank
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 5 November 2026 (2 days ago)
- Application Method
- Apply online
Success Guide
When applying for this Private Banking Relationship Banker role, tailor your CV to highlight your experience working with affluent clients and your ability to manage a portfolio. Standard Bank values relationship building and sales delivery, so be ready to give examples of how you have retained clients or identified new business opportunities. Also ensure you meet the FAIS and Fit and Proper requirements by including details of your qualifications. A typical interview may include competency based questions around client service, credit processes and risk management. Good luck!
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
- Our AI tailors your CV to match this job's keywords and requirements, so it stands out to recruiters and screening systems.
- A custom cover letter is written specifically for this role — no generic templates.
- We gather the documents this job needs: CV, Degree certificate and FAIS recognised qualification proof. SPAAN NOW pulls these from your profile and packages them together, ready to attach.
- Once your application is prepared, we show you exactly how and where to apply — just follow the link to the employer and submit your ready-made CV, cover letter and documents.
- Mark it as applied under Applications to keep track, and if you're shortlisted, use AI Interview Prep to practise questions commonly asked for roles like this.
We do the hard part — tailoring and gathering everything — so applying yourself only takes a minute.
Spaan Talk
Nobody has said anything yet. Be the first.