Private Banker (Acquisitions: High Net Worth Clients) Stellenbosch
Rory Mackie & Associates Sunday, 15 December 2024 1Job Summary
Overview:
The banker role is within the HNW International Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our clients Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.
Requirements:
• Relevant Tertiary Degree (postgraduate degree, such as B.Com Honours or LLB with Accounting as a major subject)
• Minimum 5 – 6 years financial services experience in Private Banking
• In-dept knowledge of credit and deal structuring
• Ability to network within the organisation (i.e. our client's wealth and investment team as well as the specialist banking functions in South Africa)
• Engaging and interacting with international geographies of 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
• Experience in compiling credit packs to present to credit committees
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