Richards Bay: Private Banker (Acquisitions) Richards Bay

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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. 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

Private Banker (Acquisitions) Richards Bay position available in uMhlathuze, Richards Bay. This job position was posted by . The job has been posted on 2024-05-16 in the Accounting Finance category

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