Location
durban
Job Type
Full-time
Posted
July 19, 2026
Job Description
This role will require telling to, and networking within our clients 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: 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 In-dept knowledge of deal structuring Ability to network within the organisation (our clients Wealth and Investment as well as ...Ready to Apply?
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