Signature Relationship Manager

Job Description

• 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.

Qualifications

• 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