Private Banker

1 week ago

Paarl, South Africa Rory Mackie & Associates Full time

**Overview**:
Selling to and networking within our client's 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:

- Lending products: including Residential, Commercial Property, Secured loans
- Local and international banking requirements
- 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 within a similar 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, 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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