Private Banker (Acquisitions) Richards Bay
Rory Mackie & Associates
- Richards Bay, KwaZulu-Natal
- Permanent
- Full-time
- 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
- Relevant Tertiary Degree (Preferably B. Eng, B.Com, B.Acc/CA (SA), MBA, CFA, CIMA)
- Min 5 - 6 years financial services experience within a similar environment, or business development within a particular professional field such as engineering services, medical etc)
- 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
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