Summary
Overview
Work History
Education
Skills
Why Me
Certification
TECHNICAL & DIGITAL PROFICIENCIES
Timeline
Generic
Belinda Waddicor

Belinda Waddicor

Head Of Client Engagement & Strategic Partnerships - Wealth Management
Cape Town

Summary

A dynamic and results-driven professional with 28 years of experience in financial services, specializing in client service leadership, team development and operational efficiency. Adept at leading high-performance teams, streamlining client engagement strategies and driving service excellence, I thrive in environments where innovation meets exceptional client experience.

With a career spanning Investec Wealth & Investments and Henley & Partners, I have built a strong foundation in UHNW & HNW client management, regulatory compliance, process optimization and leadership coaching. My ability to mentor teams, drive innovative solutions and implement service enhancements makes me a strong fit for a leadership role in a client-centric organization.

With a progressive mindset and an innovative drive toward automation, I continuously seek to enhance operational efficiency—freeing up valuable time to focus on what truly matters: deeply engaging with clients on a personal level.


Inspired by the principles in Hug Your Customer by Jack Mitchell, I believe in building lasting relationships through genuine connection, attention to detail and a personal touch - small gestures, such as remembering a client's favourite brands or sending a handwritten thank you note, create lasting impressions. Every client feels valued, heard and deeply supported. This client-first philosophy not only fosters trust, but ensures long-term business success that thrive on loyalty.

Overview

29
29
years of professional experience
3
3
Certifications
2
2
Languages

Work History

Founder/Owner

GreenFusion Innovations
01.2022 - Current

I am committed to driving transformational change in renewable energy by collaborating with industry leaders known for innovation, reliability and sustainability.

  • Strategic Leadership & Partnerships: Established alliances with global energy pioneers to advance sustainable technology and industry standards.
  • Business Development & Market Expansion: Led growth initiatives, introducing graphene supercapacitor energy storage and PV solar panel self-cleaning coatings to the African market.
  • Operational Excellence & Innovation: Integrated advanced energy solutions to enhance efficiency, durability and environmental sustainability.
  • Sustainability Advocacy: Spearheaded initiatives bridging cutting-edge technology with real-world energy challenges, promoting a greener and more sustainable future.

Manager: Client Advisor, IMCM

Henley & Partners
09.2021 - 12.2022
  • Company Overview: Cape Town, ZA
  • Advised UHNW & HNW families on residency & citizenship investment programs, ensuring regulatory compliance
  • Strengthened B2B and direct client relationships, leading to a 15% increase in new applications
  • Partnered with 38 international offices, streamlining global client experience and service delivery
  • Cape Town, ZA

Head: Project & Staff Coaching - Client Services

Investec W & I
01.2017 - 07.2020
  • Recruited, mentored, and managed a team of 20 graduates, developing future industry leaders
  • Led high-impact regulatory projects (FAIS & FICA), ensuring 100% compliance with deadlines
  • Designed professional development initiatives, improving team performance by 25%
  • Established positive relationships with customers and other staff members
  • Collaborated with colleagues on various projects, sharing knowledge and expertise while working together towards common objectives

Senior Client Relationship Manager

Investec Wealth & Investment
01.2016 - 07.2020

Assisted senior wealth managers in managing multimillion-rand portfolios, ensuring optimal client satisfaction

  • Developed customized investment strategies, leveraging data insights for portfolio growth
  • Spearheaded service enhancements, resulting in 20% faster transaction processing
  • Implemented innovative strategies for improving communication between team members, workflow automation, enhancing overall efficiency
  • Maintained accurate record-keeping systems for all client interactions, facilitating efficient reporting and analysis; this allowed more effective decision-making regarding account management strategies; streamlined access to important information contributed significantly towards improved outcomes in key performance areas

Portfolio Manager Administrator

Investec Wealth & Investment
03.1996 - 04.2001
  • Collated new client onboarding documentation, opened new client account ensuring regulatory compliance
  • Manage investment instructions, payments, and client accounting, ensuring accuracy and compliance with internal systems
  • Maintain meticulous electronic and physical filing systems for investment administration and advisory record-keeping in line with FAIS and FICA regulations
  • Act as a primary client liaison, resolving inquiries efficiently, building strong client relationships and delivering exceptional service tailored to their needs
  • Right-hand to Head of Wealth & Private Banking, managing confidential business and personal matters.
  • Led full-cycle recruitment, talent acquisition & HR strategy, aligning with organizational goals
  • Ensured 100% equity & compliance adherence, reporting to national leadership

Education

BA (Hons) - Psychology

Nelson Mandela University
11-1992

National Certificate (Foundation): Art & Design - Art & Design

PE Technikon
04.2001 -

Skills

✅ Client Service Leadership– Led and mentored high-performing teams, ensuring service excellence and efficiency

Why Me

With extensive experience in financial services, executive operations, and client management, I am confident in my ability to elevate C-suite efficiency, optimize service delivery, and drive operational success. My expertise in executive decision-making, automation, and strategic advisory makes me a valuable asset to any financial services organization. Let’s connect to discuss how I can contribute to your success

Certification

IMCM Certification – Investment Migration Consulting & Management

TECHNICAL & DIGITAL PROFICIENCIES

  • Microsoft Office Suite (Advanced Excel, Word, PowerPoint, Outlook)
  • Artificial Intelligence & Automation Tools, ChatGPT
  • CRM (Salesforce & Client Engagement Platforms
  • Canva & Digital Marketing Solutions
  • BDA
  • Docfox
  • Financial Service Provider Portals (Domestic - NinetyOne, Allan Gray, Peregrine, etc & International - Swissquote, CREDO, etc)
  • Quicksign
  • Teams Workflow

Timeline

Founder/Owner

GreenFusion Innovations
01.2022 - Current

Manager: Client Advisor, IMCM

Henley & Partners
09.2021 - 12.2022

Head: Project & Staff Coaching - Client Services

Investec W & I
01.2017 - 07.2020

Senior Client Relationship Manager

Investec Wealth & Investment
01.2016 - 07.2020

National Certificate (Foundation): Art & Design - Art & Design

PE Technikon
04.2001 -

Portfolio Manager Administrator

Investec Wealth & Investment
03.1996 - 04.2001

BA (Hons) - Psychology

Nelson Mandela University
Belinda WaddicorHead Of Client Engagement & Strategic Partnerships - Wealth Management