Job Role Insights

Date posted: 19-10-2026

Closing date: 01-11-2026

Job Description

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Type of Qualification: First Degree

Field of Study: Business Commerce, Finance and Accounting or a related field

Preferred Qualifications: CISI, CFP & Certified Securities & Investment certification

Experience Required

Affluent Clients

Personal and Private Banking

5-7 years

Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.)

3-5 years

Experience in personal investment advisory, wealth management and financial markets.

Behavioural Competencies:

• Providing Insights
• Developing Strategies
• Producing Output
• Seizing Opportunities
• Pursuing Goals
• Interacting with People
• Establishing Rapport
• Convincing People
• Articulating Information
• Meeting Timescales
• Empowering Individuals
• Thinking Positively

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding (Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

Additional Information

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.

• To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

• Affluent Clients
• Personal and Private Banking
• sales
• service
• relationship management
• credit applications
• financial acumen
• personal investment advisory
• wealth management
• financial markets
• Providing Insights
• Developing Strategies
• Producing Output
• Seizing Opportunities
• Pursuing Goals
• Interacting with People
• Establishing Rapport
• Convincing People
• Articulating Information
• Meeting Timescales
• Empowering Individuals
• Thinking Positively
• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding (Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

• First Degree
• Business Commerce, Finance and Accounting or a related field
• CISI, CFP & Certified Securities & Investment certification