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accounting, finance & banking
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My client in the Banking Industry in the North West area is looking for a Private Banker who will be able to manage the relationship of their High Income base of clients by being a trusted advisor and implementing solutions with the expertise of specialist Duties Client Optimisation: Analise Clients current banking structured and propose restructure to include multiple product solutions to ensure that the Bank gain clients full share of wallet. Building client Relationships: through proactive client contract re-establish and cement client relationships with strong focus on client retention. Cross Sell Efficiency: Identify complex client requirements with the view to referring clients for specialist intervention namely: Wealth Fiduciary Lending and Portfolio. Structuring Proposals: Compilation of proposal for presentation at the credit committee. Campaign Management: Implementation management and reporting on client campaigns Closing of Deal: Preparation of the necessary paper work and signing final documentation with client. Holistic Bank Product management: Ensure broad based understanding of Private Bank product and competitor product offering. Forex: Presenting Forex offering to clients. Experience Experience within the financial services industry or more specifically the private banking arena a definite advantage. Ideally 1-3 years of relevant experience. B Com (Financial stream) compulsory RPE / CAIB (would be an advantage) At least 6 months product experience of deposits less than 12 months Financial degree with at least 2nd year financial subjects
20% Manage and deepen Bank s relationships with clients 20% Proactively identify clients needs or react to expressed needs; Develop appropriate solutions to identified financial needs; Orchestrate appropriate specialist interaction with clients (e.g. complex products and processes or where legal requirements necessitates); Prepare and deliver written or verbal proposals; Negotiate and conclude the deals and collect relevant documentation; Handover for implementation to Services Manager 20% Client Profitability Maximised 5% Credit Risk Management Jointly with Credit Manager 20% Leverage internal and external networks Identify and obtain leads for new client Develop a strategy to approach new client Initiate and conduct client interview and needs assessment Secure business with client to provide relationship opportunity 15% Sales Related Administrative Tasks Min NQF 5 Re Exam a Must 3-4 Years Business Banking Exp
40% Verify and check information received from Credit Analyst Identify additional information required Develop a bankable solution for the client s needs Ensure compliance to credit policy Conduct client visits (where necessary) to develop deeper understanding of business Finalise and sign-off application Make credit recommendations Document decision Attend relevant committee meetings Release limit once security documents are in order 50% Review daily excess reports Identify early warning signals in client behaviour industry or markets that are indicative of change in risk profile Ensure appropriate action are taken on early warning signals to mitigate risks Refer/handover client to credit risk Manage MIS exceptions (e.g. annual or interim reviews AFS MAS Excon and debtor list Manage covenants (financial and non-financial) 10% Interview and select Credit Analyst Train and develop Credit Analyst Review and manage performance of Credit Analyst Develop a career path for Credit Analyst 4-5 Years relevant credit experience in banking (Green Credit Manager) B degree (appropriate)
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Category Accounts Payable Location North West ( Potchefstroom ) Contract Full Time Listed Jun 18 2013 Expires Aug 17 2013 Creditors Clerk. Matric 2 yrs exp in Creditors strong on reconciliations Pastel. Excellent opportunity. Email a detailed CV to: email@example.com or apply via fax: 0862254625
Category Insurance Location North West ( Lichtenburg ) Contract Full Time Listed Jun 13 2013 Expires Aug 12 2013 Commercial Underwriter. R15000. 2 Yrs comm. underwriting exp required. Strong individual who can add value to dept. Fax CV qualifications and references to: 0865637770 WE ONLY ACCEPT APPLICATIONS VIA FAX ALL OTHER MEANS OF APPLICATION WILL BE IGNORED.
Category Insurance Location North West ( Rustenburg ) Contract Full Time Listed Jun 14 2013 Expires Aug 13 2013 Insurance Recovery Claims Clerk. R7000 - R8000. Short term insurance experience. Standard 10. Legal degree a recommendation. Afr/Eng. Fax a detailed CV to: 0865639711 WE ONLY ACCEPT APPLICATIONS VIA FAX ALL OTHER MEANS OF APPLICATION WILL BE IGNORED.
Category Tellers & Branch Staff Location North West ( Rustenburg ) Contract Full Time Listed Jun 14 2013 Expires Aug 13 2013 Bank Clerk. - R5500 benefits. Matric. 2-3 Yrs relevant experience comp lit essential. Entry level position with secure career prom opp. Banking admin recons petty cash etc. We need full detailed CV via email: firstname.lastname@example.org
Category Accounts Clerk Location North West ( Potchefstroom ) Contract Full Time Listed Jun 14 2013 Expires Aug 13 2013 A dynamic company is looking for a Creditor/Debtor clerk to start ASAP. Requires: At least one year relevant experience. Salary: R5-7K pm. Email your detailed CV and references to: email@example.com
Category Accounts Clerk Location North West ( Klerksdorp ) Contract Full Time Listed Jun 13 2013 Expires Aug 12 2013 Creditors / Debtors Clerk needed urgently. Knowledge of Automate would be an advantage. MS office Skills is essential. Salary from R12K per month. Fax CV qualifications and references to: 0865637770 WE ONLY ACCEPT APPLICATIONS VIA FAX ALL OTHER MEANS OF APPLICATION WILL BE IGNORED.
Category Accounts Payable Location North West ( Rustenburg ) Contract Full Time Listed Jun 14 2013 Expires Aug 13 2013 Creditors Clerk. R10 000 to R12 000. Well established co stable track record full function creditors computer lit own transport urgent position. Send CV to Email: firstname.lastname@example.org
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