Private Banker

3 weeks ago

Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

This role will require telling to, and networking within our clients 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:
o Lending products: including Residential, Commercial Property, Secured loans
o Local and international banking requirements
o 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 Acc/CA (SA), MBA, CFA, CIMA)

• Min 5 – 6 years financial services experience

• 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 with International geographies of our clients, 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

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