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.
I am committed to driving transformational change in renewable energy by collaborating with industry leaders known for innovation, reliability and sustainability.
Assisted senior wealth managers in managing multimillion-rand portfolios, ensuring optimal client satisfaction
✅ Client Service Leadership– Led and mentored high-performing teams, ensuring service excellence and efficiency
IMCM Certification – Investment Migration Consulting & Management