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Private Banker (Acquisitions) - Paarl

Company

Rory Mackie & Associates

Location

paarl, South-Africa

Type

Full-time

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 expe...

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