Private Banker (Acquisitions) - Paarl

SUMMARY:
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POSITION INFO:

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-dept 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