Menu Close

Paarl: Private Banker (Acquisitions) – Paarl posted by Rory Mackie & Associates

Paarl: Private Banker (Acquisitions) – Paarl posted by Rory Mackie & Associates

Posted on 2025-07-02 00:00:00

Job Summary

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 5 6 years financial services experience within a similar environment
  • 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, 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

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
View Job  George: External Sales Rep posted by The Talent Room
You'll receive alerts for new jobs in Paarl, Western Cape

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Paarl: External Sales – Paarl posted by HR Corporation

1 Years Experience in solutions Technology environments with particular skills in Connectivity and Telecoms Sales both hardware PABX Connectivity VOIP...


View Job
External Sales – Paarl

Paarl: Manager: Commercial Industry Affairs

An exciting opportunity exists for a dynamic individual to fulfil the role of Manager Commercial Industry Affairs . The incumbent has a responsibility to...


View Job
Manager

Paarl: Health and Safety Officer/Specialist

KEY REQUIREMENTS TO MEET FOR CONSIDERATION You will have a tertiary qualification in Safety Management, coupled with SAMTRAC certification NEBOSH is highly...


View Job
Health and Safety Officer/Specialist

Paarl: Electronic Hardware Embedded Engineer

Overview In this role, you will contribute to the testing and characterization of integrated circuits ICs, including microcontrollers, analog sensors, and...


View Job
Electronic Hardware Embedded Engineer

Paarl: Sales Cadet

What You Can Expect Full in-house training in vehicle sales processes Hands-on mentorship from experienced professionals Exposure to variety of automotive...


View Job
Sales Cadet

Paarl: Customer Experience Manager – Paarl

Requirements Minimum 5 years of experience in operations, logistics, or customer service management Demonstrated excellence in customer-facing...


View Job
Customer Experience Manager – Paarl

Paarl: Life Insurance Administrator

Requirements Grade 12 Minimum of 4-6 years experience in the Life Insurance industry. Knowledge and understanding of Life Insurance products and services....

View Job  Cape Town: Audit Manager - Cape Town posted by Goldman Tech

View Job
Life Insurance Administrator

Paarl: Business Manager in Paarl

Requirements Matric with relevant qualifications Proven experience as a Business Manager or similar role Strong leadership and decision-making skills...


View Job
Business Manager in Paarl

Paarl: Accountant in Paarl

Requirements Matric with a diploma degree in financial management SAICA Articles completed 5 Years working experience Should posses strong numerical skills...


View Job
Accountant in Paarl

Paarl: Veterinary Receptionist – Part time

Role Description My client has a role for an Afrikaans and English speaking Veterinary Receptionist located in Durbanville. The Veterinary Receptionist will...


View Job
Veterinary Receptionist – Part time

Paarl: Site Manager / Project Manager – Roofing Projects PAARL

A reputable roofing contractor is seeking a Site Manager Project Manager to oversee multiple roofing projects across Paarl and Cape Town. We are looking...


View Job
Site Manager / Project Manager – Roofing Projects PAARL

Paarl: Mechanical Design Engineer

Ready to design, develop and deliver machinery that actually makes stuff happen ? Were on the lookout for a Mechanical Design Engineer with a creative brain...


View Job
Mechanical Design Engineer

Paarl: Registered Nurse or Occupational Health Nurse Practitioner

Occupational Health Needed in Paarl on 13.06.2025, if you are able to assist please send the following Updated CV SANC Registration Qualification...


View Job
Registered Nurse or Occupational Health Nurse Practitioner

Paarl: Safety Officer Required – SACPCMP Registered | Residential Development – Paarl

A reputable building contractor is seeking a SACPCMP-registered Safety Officer to oversee all Health Safety compliance on a high-end residential...


View Job
Safety Officer Required – SACPCMP Registered | Residential Development – Paarl

Paarl: Assistant Accountant / Bookkeeper

REQUIREMENTS Matric is essential 3 years of experience in a related role Automotive Industry experience would be beneficial Working experience on Evolve...


View Job
Assistant Accountant / Bookkeeper

Paarl: Mechanical Design Engineer

Job Description Design efficient, cost-effective mechanical systems Create detailed manufacturing drawings and assemblies Prepare BOMs, specs, manuals, and...

View Job  Johannesburg: Senior Buyer (Russian Speaking)

View Job
Mechanical Design Engineer

Paarl: IT Coordinator (with Business and Finance Savvy)

KEY REQUIREMENTS TO MEET FOR CONSIDERATION You will have a degree IT, Information Systems, or related field, as well as 5 years as a Database...


View Job
IT Coordinator (with Business and Finance Savvy)

Paarl: JUNIOR MAINTENANCE MANAGER

MINIMUM REQUIREMENTS National Senior Certificate - Grade 12 Any level of tertiary qualification advantageous 2 years of experience in a similar role...


View Job
JUNIOR MAINTENANCE MANAGER

Paarl: Hedge Accountant

Minimum Requirements Bachelors degree in accounting. Completed SAICA articles at a registered auditing firm. At least 2 years of relevant post-articles...


View Job
Hedge Accountant

Paarl: Sales Executive

Our client a well-established supplier of Aluminum and Building Materials in Langebaan are looking for an enthusiastic Sales Executive to Join their team....


View Job
Sales Executive

Paarl: UAV Technician

Minimum requirements for the role Must have a relevant tertiary qualification Possession of an Unmanned Maintenance Service Technician certificate is an...


View Job
UAV Technician

Paarl: Animal Health Technician

Join Our Team Registered Animal Health Technician Wanted Are you passionate about animal care and looking for a dynamic opportunity to showcase your skills?...


View Job
Animal Health Technician

Paarl: 12-Month Automotive Vehicle Service Advisor Learnership

Requirements Grade 12 Tertiary Qualification is essential A minimum of 1-3 years working experience will be beneficial Excellent numerical skills required...


View Job
12-Month Automotive Vehicle Service Advisor Learnership

Paarl: Automation Technician

Design and develop custom automation systems in collaboration with engineering teams Program, install, and integrate PLCs Siemens, Allen Bradley, HMIs, and...


View Job
Automation Technician

Paarl: Electrical Design Engineer – Motion Control Specialist

A highly respected manufacturer of advanced liquid packaging solutions, is seeking a skilled Electrical Design Engineer with a focus on motion control...


View Job
Electrical Design Engineer – Motion Control Specialist

Share this to someone who needs a job:
Posted in Jobs in Cape Winelands, Jobs in Paarl, Jobs in South Africa

More Jobs in Your Area