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Private banker (acquisitions) - paarl

Company

Rory Mackie & Associates

Location

South-Africa, gauteng

Posted

July 19, 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...

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