External Banker

3 weeks ago


Umhlanga, South Africa Dixie Recruitment Full time

**Minimum Requirements**
- Relevant tertiary qualification
- Minimum 3-4 years financial services experience
- Proven client service / sales / account management background - essential
- Hunter type personality
- Natural networkers
- Advanced Excel
- Driver’s license and own car

**Responsibilities**
- Marketing and sales of all Private Banking products as per budget
- Deal sourcing across all Product houses as per business strategy
- Meeting specified targets per activity (including Lending, Treasury, Forex, etc)
- Presentation of products and services to clients
- Analysis of financial statements
- Deal structuring
- Input and drive strategic direction of their business to enhance High Net Worth client experience
- Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
- Client retention, including service and feedback to entire existing base of clients
- Being a connector and an “enabler” for the clients’ needs into the other divisions
- Mitigating credit risk for the bank by being the “first line of credit”
- Awareness of and adherence to confidentiality at all times

**Personal Attributes**:

- A strong passion and drive to achieve - high levels of energy
- Demonstrate exceptional level of professionalism, maturity and emotional intelligence at all times
- Innovative, passionate, a team player, and a strong sense of accountability and integrity