Private Banker - Acquisitions : High Income Banking - Durban

Rory Mackie & Associates; Durban; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading financial services firm is seeking a professional to engage with clients and expand the client base through networking and new business generation. This role requires a strong background in financial services, excellent communication skills, and the ability to work under pressure. Candidates should have relevant tertiary qualifications and extensive experience in deal structuring and client engagement.

Qualifications

• Minimum of 5-6 years' experience in financial services.
• In-depth knowledge of deal structuring.
• Strong social and networking skills.

Responsibilities

• Sourcing new business via cold calling and networking.
• Meeting specified budgets and activity targets.
• Providing high-quality CRM service to clients.

Skills

Networking

Analytical skills

Communication

Quantitative skills

Education

BAcc / CA (SA), MBA, CFA, CIMA

Job description

Job Description

This role involves engaging with our clients' target market through networking to expand the client base and generate new business, with a strong focus on acquisitions.

Responsibilities :

• Sourcing new business via cold calling, leveraging existing client relationships, networking, and referrals
• Meeting specified budgets and activity targets
• Providing a high-quality CRM service to existing clients
• Presenting products and services to clients
• Offering financial advice on :

• Lending products, including Residential, Commercial Property, and Secured loans
• Local and international banking requirements
• Treasury and forex

Acting as a connector and enabler for clients' needs across different divisions within our organization.

Requirements :

• Relevant tertiary degree (preferably BAcc / CA (SA), MBA, CFA, CIMA)
• Minimum of 5-6 years' experience in financial services
• In-depth knowledge of deal structuring
• Ability to network within the organization, including Wealth and Investment divisions and the Specialist Bank functions in South Africa
• Experience engaging with international clients and geographies
• Experience in Wealth Management and Structured Property Finance is advantageous
• Awareness of and compliance with regulatory frameworks
• Strong social and networking skills
• Excellent written and verbal communication skills
• Ability to perform under pressure and work effectively in a team
• Strong analytical and quantitative skills