SUMMARY:
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POSITION INFO:
Overview:
The banker role is within the HNW Team based in Durban. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.
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:
o Lending products: including Residential, Commercial Property, Secured loans
o Local and international banking requirements
o 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 BCom Honours or LLB with Accounting)
• Min 5 – 6 years financial services experience in Private Banking as a minimum
• In-dept knowledge of credit and 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 with international geographies of our clients, 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
• Experience in compiling credit packs to present to credit committee
