Private Banker (Acquisitions) Johannesburg - Ultra High Net Worth Clients And Families

Selling to and networking within our client's specific target market (Ultra High Net Worth Clients and Families) 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 referralsMeeting specified budget and targets per activityDelivering a quality CRM service to existing clientsPresentation of products and services to clientsProviding financial advice to clients on :Lending products : including Residential, Commercial Property, Secured loansLocal and international banking requirementsTreasury and forexBeing a connector and an "enabler" for the clients' needs into the other divisions of our clientsRequirements :Relevant Tertiary Degree (Preferably B Acc / CA (SA), MBA, CFA, CIMA)Minimum of 5 – 6 years financial services experienceIn-dept knowledge of deal structuringAbility 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 roleExperience in Wealth Management and Structured Property Finance will beadvantageousAwareness and management of compliance and regulatory frameworks in all dealings with clientsPeople skills, with a specific passion for socializing and networkingStrong written and verbal communication skillsAbility to work well under pressure and within a team environmentExcellent analytical and quantitative skills
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