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Cape Town: Private Banker (Acquisitions: High Net Worth Clients) Stellenbosch posted by Rory Mackie & Associates

Date 2024-12-25
Job Title Private Banker (Acquisitions: High Net Worth Clients) Stellenbosch
Employer Rory Mackie & Associates
More Information
Salary 0
Category It Computer
Location Western Cape
/ Cape Town

Job Summary

Overview:
The banker role is within the HNW International 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.

Requirements:

Relevant Tertiary Degree (postgraduate degree, such as B.Com Honours or LLB with Accounting as a major subject)
Minimum 5 6 years financial services experience in Private Banking
In-dept knowledge of credit and deal structuring
Ability to network within the organisation (i.e. our client`s wealth and investment team as well as the specialist banking functions in South Africa)
Engaging and interacting with international geographies of 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 committees

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 2024-12-25 at 13:00:59 in the It Computer category

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