Private Banker - Acquisitions : High Income Banking - Durban

Rory Mackie & Associates; Durban; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A financial services firm in Durban is seeking a candidate to grow client base through networking and acquisitions. This role requires providing financial advice on various lending products and delivering quality CRM services. Ideal candidates should have a relevant degree, 5-6 years of experience in the sector, and strong networking and analytical skills, with an emphasis on compliance and effective communication. The position promises an engaging work environment focused on team collaboration.

Qualifications

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

Responsibilities

• Source new business through cold calling and referrals.
• Meet specified budget and targets.
• Deliver quality CRM service to clients.
• Present products and services to clients.
• Provide financial advice on lending products.

Skills

Networking skills

Analytical skills

Communication skills

Marketing skills

Cross-selling skills

Education

Relevant Tertiary Degree (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: 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-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 beadvantageous
• 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