Financial Services Professional

2 months ago


Johannesburg, Gauteng, South Africa Rory Mackie & Associates Full time

At Rory Mackie & Associates, we are seeking a skilled Financial Services Professional to join our team in providing exceptional banking services to our clients.

Key Responsibilities:

  • Sourcing new business through networking and referrals
  • Meeting specified budget and targets
  • Delivering quality CRM service to existing clients
  • Presentation of products and services to clients
  • Providing financial advice on lending products, local and international banking requirements, treasury and forex

Requirements:

  • Relevant tertiary degree (B Acc/CA (SA), MBA, CFA, CIMA)
  • Minimum 5-6 years financial services experience
  • Deep knowledge of deal structuring
  • Ability to network within the organisation and engage with international geographies
  • Excellent analytical and quantitative skills
  • Good marketing and cross-selling skills


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