Private Banker - Acquisitions: High Income Banking - Durban

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:

Lending products: 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

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 beadvantageous

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

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