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Private Banker (Acquisitions) - Paarl

Company

Rory Mackie & Associates

Location

paarl, paarl

Posted

July 15, 2026

Position Overview

Overview Selling to and networking within our client's 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 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 within a similar environment In-dept knowledge of deal structuring Ability to network within the organisation (our clients Wealth and Investme...

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