Private banker (acquisitions) - paarl

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 experience within a similar environment In-depth knowledge of deal structuring Ability to network within the organisation (our clients Wealt...