Internal Private Banker (Medical)

Working in partnership with an External Private Banker by being pro-actively involved in the facilitation, administration and implementation, of client’s requests. Working with vanilla credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points.

Requirements:

• Relevant Tertiary Degree (Preferably B. Com in Accounting/CA(SA), MBA, CFA or CIMA)
• Min 2-4 years financial services experience in a comparable role
• Knowledge of Deal Structuring
• Ability to network within the organization
• 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