Summary
Overview
Work History
Education
Skills
References
Languages
Certification
Languages
Timeline
Generic
BELINDA WADDICOR

BELINDA WADDICOR

Cape Town

Summary

Dynamic and detail-oriented professional with over 20 years’ experience in financial services, onboarding/compliance and client services. Proven ability to deliver large-scale regulatory compliance projects, manage sensitive client data and coordinate cross-functional teams. Skilled in M&A onboarding, FAIS/FICA compliance, documentation management and partner engagement. Recognized for emotional intelligence, relationship-building and process optimization that drive trust and efficiency.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Founder/Owner

GreenFusion Innovations
Cape Town
01.2023 - Current
  • Established and led a pioneering renewable energy venture dedicated to delivering next-generation clean tech solutions.
  • Orchestrated the full business lifecycle - from concept to execution - with a focus on innovation, commercial viability, and global scalability.
  • Spearheaded strategic partnerships and collaborations with industry leaders to drive innovation and market entry.
  • Expanded operations into key African markets including Kenya, Nigeria, Uganda and Tanzania.
  • Directed all aspects of business operations-supplier negotiations, contract execution, financial oversight and regulatory compliance.
  • Built and nurtured high-level client and stakeholder relationships, ensuring trust, transparency and service excellence.
  • Drove business development and scalability through rigorous quality control, technical performance and sustainable growth strategies.
  • Established innovative strategies for sustainable product development and environmental impact.

Manager: Client Advisor, IMCM

Henley & Partners
Cape Town
09.2021 - 12.2022
  • Guided South African UHNWI/HNWI through Citizenship and Residence-by-investment programs across 38+ jurisdictions.
  • Facilitated onboarding of clients across the African continent, ensuring compliance with immigration, investment and wealth structures.
  • Coordinated cross-border documentation with regulators and legal teams.
  • Delivered high-touch client engagement, simplifying complex processes for smooth onboarding.
  • Developed deep trust with Family Offices, Bespoke Wealth Managers, Legal Advisors and Private Banks.
  • Pioneered AI-powered onboarding.
  • Key Wins: Achieved six-figure monthly revenues from new client acquisition.
  • Secured recurring and referral business from elite introducers across EMEA.

Team Leader: Project & Graduate Coaching

Investec Wealth & Investment
Sandton
03.2017 - 07.2020

Project Nike (3 years)National Compliance Project

  • Team Leader - led a 3-year compliance initiative, collating FAIS and FICA documentation for 30,000 clients, while coaching and mentoring a team of 20 graduates to meet all targets and regulatory deadlines.
  • Set clear performance targets and developed tracking tools to monitor graduate progress, ensuring consistent achievement of regulatory milestones.
  • Provided hands-on coaching and skills development, equipping graduates with practical compliance, client service and administrative expertise.
  • Fostered a culture of accountability and professional growth, resulting in high team engagement and measurable improvements in compliance turnaround times.

Senior Client Engagement & Relationship Strategist

Investec Wealth & Investment
03.1996 - 02.2017
  • Spanned multiple functions including Paraplanning, Senior Client Services, Events, HR and Talent Acquisition.
  • Designed and delivered wealth journeys for both institutional and private clients, ensuring long-term value and regulatory alignment.
  • Built and implemented CRM tools, segmentation models and lead-tracking strategies to drive client retention and growth.
  • Hosted and managed 10+ high-ROI client events, webinars and conferences across key verticals, strengthening client relationships.
  • Conducted risk profiling, product suitability analysis, and prepared detailed investment reports to support wealth management decisions.
  • Facilitated client meetings, implemented tailored financial recommendations, and maintained up-to-date knowledge of financial planning regulations.
  • Developed and executed targeted marketing strategies to enhance brand presence and client engagement.
  • Partnered with client-facing teams to follow up on leads, streamline onboarding and deliver a consistent client experience.

Psychometrist

Tenterden Place of Safety
Cape Town
12.1992 - 12.1993
  • Conducted comprehensive psychometric assessments for children in state care, collaborating with multidisciplinary teams.

Education

BA (Hons) - Psychology

Nelson Mandela University
Port Elizabeth
11-1992

National Certificate - Art & Design Studies

Port Elizabeth Technikon
Port Elizabeth
01.1988

Skills

  • Regulatory Compliance (FAIS, FICA, AML)
  • Partner & Client Onboarding
  • M&A Documentation & Due Diligence
  • Stakeholder Communication & Engagement
  • Data & Reporting (Excel & BI Tools)
  • Team Leadership, Coaching & Mentorship
  • Microsoft Office Suite
  • Financial Product Knowledge (retirement, annuities, structured products, discretionary investments)
  • Google Workplace
  • Artificial Intelligence & Automation Tools
  • Perplexity/Canva/GAMMA/Leonardo/Vimeo
  • CRM/Salesforce
  • BDA
  • Docfox

References

Available on request

Languages

  • English, Advanced
  • Afrikaans, Advanced

Certification

  • IMCM
  • Moonstone - AML

Languages

English
First Language
Afrikaans
Advanced (C1)
C1

Timeline

Founder/Owner

GreenFusion Innovations
01.2023 - Current

Manager: Client Advisor, IMCM

Henley & Partners
09.2021 - 12.2022

Team Leader: Project & Graduate Coaching

Investec Wealth & Investment
03.2017 - 07.2020

Senior Client Engagement & Relationship Strategist

Investec Wealth & Investment
03.1996 - 02.2017

Psychometrist

Tenterden Place of Safety
12.1992 - 12.1993

BA (Hons) - Psychology

Nelson Mandela University

National Certificate - Art & Design Studies

Port Elizabeth Technikon
BELINDA WADDICOR