Internal Private Banker

7 days ago


Cape Town, South Africa Rory Mackie & Associates Full time

Working in partnership with an External Private Banker by being pro-actively involved in the facilitation, administration and implementation, of client’s requests. Working with vanilla credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points.

**Requirements**:
Relevant Tertiary Degree (Preferably B. Com in Accounting/CA(SA), MBA, CFA or CIMA)

Min 2-4 years financial services experience in a comparable role

Knowledge of Deal Structuring

Ability to network within the organization

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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