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 : including Residential, Commercial Property, Secured loans
Local 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)Min 5 – 6 years financial services experienceIn-depth 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 be advantageousAwareness 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 skillsGood marketing and cross-selling skills#J-18808-Ljbffr