Overview:
The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our clients Value Proposition. An understanding of HNW individuals financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.

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:
o Lending products: including Residential, Commercial Property, Secured loans
o Local and international banking requirements
o Treasury and forex
Being a connector and an enabler for the clients needs into the other divisions of our clients

Requirements:

Must be fluent in Afrikaans
Relevant Tertiary Degree (Preferably BCom Honours or LLB with Accounting)
Min 5 6 years financial services experience in Private Banking as a minimum
In-dept knowledge of credit and 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 with international geographies of our clients, 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
Experience in compiling credit packs to present to credit committee

Private Banker – Acquisitions: High Net Worth Clients -Stellenbosch position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2025-01-31 at 13:07:10 in the It Computer category