1 - 16 of 27 jobs
Receive the latest classifieds within Jobs by e-mail
I am an Accountant aged 26 with a Valid Work Permit.I hold a Bachelor of Commerce (Hons) In Accountancy QF Level 7 Diploma In Marketing Management and a Certificate in Banking.I am currently pursui - Accounting Jobs - Finance Jobs - Johannesburg
in Accountancy over 5years relevant working experience in Final Accounts Project Management Investment Ban
Nature of Employer: International Investment Bank Purpose of role: The role of the senior credit
/ Investment Industry Northern Suburbs of Cape Town. Work experience include personal banker / portfolio
This role would suit a professional individual with an energetic demeanour able to work under pressure and meet deadlines. The individual must have advanced persuasive and influencing skills which can be applied in a High net-worth client base with ease and comfort. The ability to probe analyse and interpret banking and/or lending needs negotiate the closure of the deal and maintain the relationship is an essential quality. Call Lucy 082 789 5494 or email me on email or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Website Other positions we have available FX and MM Customer Dealer Engineering & QA Manager (FMCG Manufacturing) Production/Factory Manager (FMCG)
Act as primary market contact applying aggressive sales strategies into the Muslim target market to assess and on board new clients. Stay close to the client from the relationship perspective making every effort to understand their environment and requirements. Facilitate an initial analysis of all clients to determine their needs primarily from a transactional banking viewpoint in view of the banks total service offering. Interact with the various specialists in the Product houses in order to exploit cross-sell opportunities. or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Website Other positions we have available FX and MM Customer Dealer Engineering & QA Manager (FMCG Manufacturing) Production/Factory Manager (FMCG)
banker 5 years experience working in finance and risk departments of corporate and investment banks
advisory and/or investment/insurance broking industry Are you peruasive: enjoy selling and a good
Job Purpose Proactively develop maintain and expand an enhanced relationship with identified clients through holistic professional reliable and appropriate financial solutions and to achieve financial targets and sales objectives within the Private Bank market Key Responsibilities Own the primary relationship with the external client Secure new business or sales acquired through interaction and engagement with current and prospective clients and leads generation Review and negotiate pricing structures with clients in line with the Bank Pricing policy Manage and execute a Client Contract Plan Contact within the assigned portfolio of clients to discuss their financial needs Complete detailed assessments of client needs for banking products Act as the conduit to create lead opportunities for financial and estate planning and call on specialists to assist Log general queries by passing the details on to the Sales Support team and revert back to clients Act as backup for other Private Bankers in the team Manage high risk clients accounts in collaboration with Credit Operations Ensure transparency and open dialogue between credit and the client Keep abreast of developments in the industry or sector Assist with the development of high quality credit client solutions which are both practical and appropriate for clients Assist in communication with the client to support managing the referral listings and support reduction in credit risk Drive the credit review process Avoid provisions on DI500 by adhering to credit risk standards Submit applications to credit by completing comprehensive high quality call reports Coordinate the outstanding reviews DI500 securities and FICA on clients Action credit reports or listings by contacting clients Ensure that arrangements with clients are within the credit guidelines and that credit is informed of special arrangements Complete an analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Manager Analyse sales achieved against set targets for new and existing clients Discuss with the Manager Client Relations and include action plans to address shortfalls in sales Review the portfolio from a compliance perspective Obtain or maintain the required FAIS appropriate qualification or regulatory examination Complete the relevant Compliance Risk and System Product and role fundamental training Competencies Deciding and initiating action Relating and networking Persuading and influencing Presenting and communicating information Writing and reporting Delivering results and meeting customer expectations
Job Purpose To proactively develop maintain and expand an enhanced banking relationship with Retail Bank top end income clients through offering holistic professional reliable and appropriate financial solutions Key Responsibilities Proactively contact the portfolio of assigned customers to discuss their financial needs Sell the appropriate products to the customers ensuring that legal requirements are met Complete detailed assessments of client needs for banking products and other financial products Arrange with clients to sign security documentation required for new loans and ensure that documents are appropriately completed Interview clients who request new overdrafts and assist them to complete the required documentation Complete motivations for credit approval and follow up the process For clients requiring financial products explain product details negotiate rates with the product area validate customer information and assist clients to complete the required documentation Proactively sell alternative delivery channels to clients Capture application forms issue PIN numbers and explain usage and fees Contact potential new customers and offer them packaged financial solutions based on an assessment of their needs Research the sales potential in the local area and contact potential new customers Actively attempt to attract new customers from the Black Middle Market Log and action general queries and complaints related to account opening or other requests from customers and respond directly to customers Take instructions from clients to link or de-link accounts to their internet banking or other profiles Log client request for stop payments Follow up with clients who have outstanding FICA documentation Log ad hoc requests from clients and advise the client of the fees involved and alternative processing options Receive requests from customers for Home Owners Insurance Log and forward requests from customers for audit certificates or bank codes Action credit reports or listings ensure that arrangements with customers are within the credit guidelines and that credit is informed of any special arrangements Score credit applications using the scoring system Analyse sales achieved against targets agreed on a daily basis for new and existing clients Act as backup for other Personal Bankers in the team in case of absence or during peak times Competencies Working with people Relating and networking Persuading and influencing Delivering results and meeting customer expectations Adapting and responding to change Entrepreneurial and commercial thinking General The appointment will be made in line with the Divisional Employment Equity strategy
Responsibilities: - 100% retention of existing portfolio - Reaching revenue and sales target - Building and maintaining relationships with clients - Analysing data and planning for implementation of new strategy Due to the large volumes of applications we receive we will not be able to respond individually to each application. If you have not received a response from SET Recruitment within 2 weeks of applying please consider your application unsuccessful or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Website Other positions we have available Senior Management Accountant CA (SA) or CIMA/CGMA Qualified Receivables Relationship Manager Valuation Specialist CA (SA) Fund Accounting and Pricing
Well known financial institution based in Sandton is currently looking for a financial advisor with a BCom.honours degree or higher. Must have 3 years working experience within a banking environment. Must be immediately available and must want to be in banking. Interested candidates can forward their CV s to email \ email or call Rea on: 011 792 9199 or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Other positions we have available Retail Operations Manager (Clothing) Clothing store Assistant Sales Advisor
1 2 3 > Last
Enter your email address to receive alerts when we have new listings available for: Investment banker, Jobs
Your search is now saved. You will receive emails as soon as we find new listings that match your criteria. Press 'Like' if you think this sounds good, and you have not already liked us.