Private Banker (Acquisitions) - Paarl

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

Job summary

A leading financial services firm is seeking a Financial Advisor to expand their client base and offer tailored financial solutions. The ideal candidate will have strong networking abilities, significant experience in financial services, and a relevant tertiary degree. This role requires exceptional analytical skills and a passion for client engagement.

Qualifications

• Minimum 5-6 years of financial services experience.
• Knowledgeable in deal structuring and regulatory frameworks.
• Experience in Wealth Management and Structured Property Finance is advantageous.

Responsibilities

• Sourcing new business and generating new client leads.
• Deliver quality CRM service, meeting budget and targets.
• Providing financial advice on lending products.

Skills

Networking

Communication

Analytical Skills

Client Management

Education

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

Job description

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 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 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