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    • Private Banker - Durban - Rory Mackie & Associates

    Rory Mackie & Associates
    Rory Mackie & Associates Durban

    2 days ago

    Default job background
    Accounting / Finance
    Description

    This role requires strategic relationship-building and networking within clients' target markets to expand their customer base and generate new business opportunities through a strong acquisition focus.

    Key Responsibilities:

    1. Sourcing new business through cold calling, leveraging existing client relationships, networking, and referrals.
    2. Meeting specified targets and performance indicators for each activity.
    3. Delivering high-quality CRM services to existing clients.
    4. Presenting products and services to clients, highlighting their value proposition.
    5. Providing expert financial advice to clients on various topics, including:
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