SUMMARY:
-
POSITION INFO:
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:
o Lending products: including Residential, Commercial Property, Secured loans
o Local and international banking requirements
o 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
• In-dept knowledge of deal structuring
• Ability 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 role
• Experience in Wealth Management and Structured Property Finance will be advantageous
• Awareness and management of compliance and regulatory frameworks in all dealings with clients
• People skills, with a specific passion for socializing and networking
• Strong written and verbal communication skills
• Ability to work well under pressure and within a team environment
• Excellent analytical and quantitative skills
• Good marketing and cross-selling skills
