| Date | 2024-07-07 |
|---|---|
| Job Title | Private Banker (Acquisitions) Cape Town |
| Employer | Rory Mackie & Associates More Information |
| Salary | 0 |
| Category | Finance Accounting |
| Location |
Western Cape / Cape Town |
Job Summary
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.Com, 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
Private Banker (Acquisitions) Cape Town position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2024-07-07 at 13:05:38 in the Finance Accounting category
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