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Business Development Manager/Acquisition Banker (Wealth)
Job Ref
273375
Job Type
Permanent
Employer Type
Recruitment Agency
Date Added
20 Apr 2017
Expiry Date 4 Jun 2017
Expiry Date 4 Jun 2017
* There have been no applications to this job.
* This job has been viewed 1020 times.
Employer:
SET Consulting
Location:
Western Cape
Salary:
Negotiable
Benefits:
Role details:
- - - - - - - - - - - - - -
Business Development Manager / Acquisition Banker (Wealth)Highly Attractive Market Package
Cape Town (relocation offered)
Brand new senior position with one of the big four banks for an experienced Acquisition Banker / Business Development Manager with a track record of achievement.
The overall job purpose is to acquire new assets from clients that have investable AUM to place in excess of R7m and above. You would make use of the existing wealth client network. The main thrust of business to be written would be investment focused. They must be able to engage in meaningful discussions with HNW, UHNW and Family office clients and to be able to offer a viable solution the client's personal investment portfolio and overall investment strategy.
Bachelor Degree in Commerce, Investments, Finance, Mathematics and or a post graduate diploma in CFP and/or Advanced CFP (No FAIS accreditation required)
Minimum of 5 - 8 years investment and wealth management sales experience within an Wealth and Investment management business
This position may suit professional who is looking to move away from direct advisory/sales role into business development.
Key Accountabilities:
New Business Origination
Manage external and internal client relationships
Involvement in Assets under Management and Investments
Involvement in Structured products and credit related tasks
Stakeholder Management
Query Resolution
Product Overview
Risk Management
To apply for this excellent career opportunity call Lynley Batho on 021- 5551356 or apply on-line