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Private Banker - Acquisitions : Banking

Job in Durban, 4056, South Africa
Listing for: Rory Mackie & Associates
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Position: Private Banker - Acquisitions : High Income Banking

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 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
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