Cedrick Kabeya
Pretoria
Summary
Dynamic Private Banking Analyst with a proven track record at RMB Rand Merchant Bank, excelling in client support and financial analysis. Skilled in delivering tailored wealth management solutions while fostering strong client relationships. Adept at cross-selling and enhancing customer experience, ensuring compliance with industry regulations. Passionate about driving business development and optimizing financial strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Banking Analyst
RMB Rand Merchant Bank
Pretoria
03.2023 - Current
- Providing ongoing support to Private Advisor (Financial Advisor) and relevant stakeholders in pursuing business development as well as cross selling for transaction products e.g cash investments, unsecured lending, short term insurance etc
- Provide insights and recommendations for optimizing clients’ financial strategies
- Actively engaging with clients to ensure compliance of current products as well as maintaining client expectations through proactive engagement
- Collaborate with the investment team to ensure that clients receive tailored investment solutions
- Support in managing client relationships, focusing on delivering high-quality service and maintaining strong client satisfaction
Support Banker
FNB- First National Bank
Sandton
10.2021 - 03.2023
- Delivered exceptional service as part of the FNB Private Wealth Client Support Team
- Provided transactional banking services, support, and advice to clients in the wealth management segment
- Assisted with the development and execution of customized financial solutions for high-net-worth individuals
- Ensured timely and accurate execution of banking transactions and met client expectations
Financial Controlling Intern
BSH Bosch-Siemens Home Appliances Group
Midrand
11.2020 - 02.2021
- Supported the financial controlling team in preparing financial reports and analysis
- Assisted with budgeting, forecasting, and cost management activities to ensure efficient financial planning
- Analyzed financial data to identify trends, variances, and areas of improvement
Financial Advisor
Liberty Group
Cresta Agency, Acacia
02.2020 - 11.2020
- Provided financial advice to clients, focusing on investments, insurance, and retirement planning
- Conducted in-depth financial assessments to develop customized financial plans
- Assisted clients in making informed decisions regarding wealth management and risk mitigation
Education
Post Graduate Diploma - Finance
Witwatersrand University
Johannesburg11-2025
BCom Honours - Financial Planning
University of Johannesburg
JohannesburgBCom - Finance
University of Johannesburg
JohannesburgHigh School -
Pretoria Boys High School
PretoriaSkills
- Experience in client support and transactional banking services
- Financial Analysis & Reporting
- Strong analytical background with the ability to analyze financial data
- Expertise in managing client portfolios
- Acquired Regulation Examination (RE5)
- Team Collaboration & Leadership
- Adept at working in cross-functional teams and leading initiatives
Certification
Regulation Examination (RE5), Completed
References
- Mr. Michael Khan, Manager at Liberty, 079 570 1477, michael.khan@liblink.co.za
- Ms. Resha Singh, Head of Controlling at BSH Group, 011 265 7895, resha.singh@bshg.com
- Mr. Kabelo Manamela, Team Leader at FNB Private Wealth, kabelo.manamela@fnb.co.za
Languages
- English, Fluent
- French, Fluent
Timeline
Private Banking Analyst
RMB Rand Merchant Bank
03.2023 - Current
Support Banker
FNB- First National Bank
10.2021 - 03.2023
Financial Controlling Intern
BSH Bosch-Siemens Home Appliances Group
11.2020 - 02.2021
Financial Advisor
Liberty Group
02.2020 - 11.2020
Regulation Examination (RE5), Completed
Post Graduate Diploma - Finance
Witwatersrand University
BCom Honours - Financial Planning
University of Johannesburg
BCom - Finance
University of Johannesburg
High School -
Pretoria Boys High School
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