Financial Services Professional
2 months ago
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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