Relationship Banker (Private Banking)

 

Recruiter:

Rory Mackie & Associates

Job Ref:

2435845667

Date posted:

Saturday, September 10, 2022

Location:

Cape Town, South Africa


JOB SUMMARY:
-

JOB DESCRIPTION:

To retain and maintain strong relationships with an existing base of clients that fall within the Commerce space (Business Owners, Entrepreneurs, Consultants, etc.) The role will also entail pro-actively cross selling the full Private Bank offering to these clients, as well as selling and networking within a specific target market to grow the client base and generate new business.

Requirements:

  • Relevant Tertiary Degree (Preferably B. Com in Accounting/CA(SA), MBA, CFA or CIMA)
  • Min 5 – 6 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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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