Private Banker - Johannesburg, South Africa - Rory Mackie & Associates

Rory Mackie & Associates

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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 6 years financial services experience within a similar environment
Indept 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 crossselling skills