Private Banker: Acquisitions & Wealth Growth

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

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.