Internal Private Banker (Medical)

Recruiter:

Rory Mackie & Associates

Job Ref:

2002367961

Date posted:

Saturday, September 10, 2022

Location:

Cape Town, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

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

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Internal Private Banker (Medical)

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