Private Banker (Acquisitions) Richards Bay

Updated: May 16, 2024 04:09 AM GMT

Rory Mackie & Associates CC

Richards Bay

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... More Detail