Private Banker (Acquisitions) - Pretoria
at Rory Mackie Associates
Pretoria, Gauteng, South Africa -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 26 May, 2024 | Not Specified | 29 Feb, 2024 | 6 year(s) or above | Investment,Wealth Management,Property Finance,Communication Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
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.
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
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
REQUIREMENT SUMMARY
Min:6.0Max:11.0 year(s)
Financial Services
Banking / Insurance
Finance
Diploma
Proficient
1
Pretoria, Gauteng, South Africa