Private Banker (Acquisitions) - Paarl

Rory Mackie & Associates; Paarl; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Paarl is seeking an experienced professional to drive new business and provide financial advice. The ideal candidate will have a relevant tertiary qualification, at least 5 years of experience in a similar field, and strong networking skills. Knowledge of deal structuring and compliance management is advantageous. This role will involve engaging with clients and meeting performance targets.

Qualifications

• Minimum 5-6 years financial services experience in a similar environment.
• Strong written and verbal communication skills.
• Ability to work well under pressure and in a team.

Responsibilities

• Source new business through cold calling and referrals.
• Deliver quality CRM service to existing clients.
• Presentation of products and services to clients.

Skills

Networking

Analytical skills

Communication

Sales strategy

Education

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

Job description

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 Acc / CA (SA), MBA, CFA, CIMA)
• Min 5 – 6 years financial services experience within a similar environment
• 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, 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