Relationship Manager – Cape Town

About the role

The Relationship Manager will drive revenue for Bidvest Bank by acquiring new clients and actively managing existing accounts. The role focuses on expanding a portfolio of high‑value banking relationships within the affluent market segment.

Key responsibilities

• Conduct cold calls and acquire new clients to meet monthly revenue targets.
• Educate clients on Bidvest Bank’s product suite and recommend appropriate solutions.
• Manage profit margins by providing comparative rate information and securing optimal rates.
• Monitor and report on sales activities, identifying cross‑selling and referral opportunities.
• Oversee client onboarding, credit applications and facility renewals in collaboration with legal and credit teams.
• Maintain client relationships through regular face‑to‑face and telephone interactions, delivering timely solutions.

Required profile

• Matric and NQF5 National Diploma in Finance or Banking, with FAIS RE5 certification.
• Minimum 2 years experience in business banking and relationship management sales.
• Own vehicle and valid driver’s licence.
• Strong business insight, detail‑orientation and time‑management skills.
• Self‑driven, resilient and able to work effectively in a team.