Private Banker

2 weeks ago

Cape Town, South Africa Rory Mackie & Associates Full time

**Overview**:
The banker role is within the HNW International Team based in Cape Town. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our clients Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.

**Responsibilities**:

- Relevant Tertiary Degree (Preferably B Acc/CA (SA), MBA, CFA, CIMA)
- Min 5 - 6 years financial services experience within a comparable 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 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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