BANKING | External Consultant : GARDEN ROUTE
Plum Personnel, Garden Route
A leading Private Bank is seeking to employ an External Consultant (High Nett Worth) to service the Garden Route area.
The ideal candidate will have graduated from a recognised University with one of the following qualifications:
• B Com/B Accounting
• B Bus Sc
• LLB
• B Bus Admin
• CA (SA)
• CFA
The position will entail selling to and networking within the High Nett Worth target market.
Meeting specified budget and targets per activity;
Delivering a quality CRN service to existing clients;
Presentation of products and services to clients
Providing financial advice to clients on:
• Lending products
• Property
• Treasury
The core competencies will be Investments or Property experience;
Ability to acquire new clients
Strong Financial Skills
Ability to sell – passionate for this
Awareness and management of compliance and regulatory frameworks in all dealings with clients
Numeric ability
Ability to manage client relationships
The ideal candidate will be a pro-active self-starter and extrovert;
Assertive, driven and goal-orientated
Motivated, passionate and energetic
Team orientated
Professional entrepreneur
Ability to multi-task
Market related salary
Confident * Well-presented * Strong communication skills