Private Banker - Acquisitions : High Income Banking - Durban

Rory Mackie & Associates; Durban; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A financial services firm in Durban seeks a Financial Advisor to enhance business through networking and client relationship management. Candidates should possess a relevant degree and substantial experience in financial services, particularly in wealth management. Strong analytical abilities and communication skills are essential for success in this role.

Qualifications

• Min 5 – 6 years financial services experience.
• In-depth knowledge of deal structuring.
• Experience in Wealth Management and Structured Property Finance will be advantageous.

Responsibilities

• Sourcing new business through cold calling and networking.
• Meeting specified budget and targets per activity.
• Providing financial advice to clients.

Skills

Networking

Financial analysis

CRM management

Communication

Analytical skills

Education

Relevant Tertiary Degree (Preferably B Acc / CA (SA), MBA, CFA, CIMA)

Job description

This role will require telling to, and networking within our clients 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
• In-depth 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