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...