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Private Banker

3 months ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Overview:

Selling to and networking within our client's specific target market to grow the client base and generate new business through a strong acquisitions focus.

Responsibilities:

  • Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals
  • Meeting specified budget and targets per activity
  • Delivering a quality CRM service to existing clients
  • Presentation of products and services to clients
  • Providing financial advice to clients on: Lending products: including Residential, Commercial Property, Secured loans
  • Local and international banking requirements
  • Treasury and forex
  • Being a connector and an "enabler" for the clients' needs into the other divisions of our clients

Requirements:

  • Relevant Tertiary Degree (Preferably B.Com, B.Acc/CA (SA), MBA, CFA, CIMA)
  • Min 5 – 6 years financial services experience within a similar environment
  • In-dept knowledge of deal structuring
  • Ability to network within the organisation (our clients wealth and investment as well as the Specialist Bank functions in South Africa)
  • Engaging and interacting, as networking and connecting clients is critical for this role
  • Experience in Wealth Management and Structured Property Finance will be advantageous
  • Awareness and management of compliance and regulatory frameworks in all dealings with clients
  • People skills, with a specific passion for socializing and networking
  • Strong written and verbal communication skills
  • Ability to work well under pressure and within a team environment
  • Excellent analytical and quantitative skills
  • Good marketing and cross-selling skills