This role will require telling to, and networking within our clients 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: 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:

• Relevant Tertiary Degree (Preferably B Acc/CA (SA), MBA, CFA, CIMA) • Min 5 – 6 years financial services experience • In-dept 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 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

Private Banker – Acquisitions: High Income Banking – Durban position available in eThekwini, Durban. This job position was posted by . The job has been posted on 2025-01-28 in the Accounting Finance category