Charlton Adams
Client Portfolio
Bloemfontein
Summary
Dedicated and passionate Client Portfolio Analyst with over 4 years of experience in the banking industry. A hard worker who takes pride in supporting team members and contributing to the overall success of the organization.
Overview
6
6
years of professional experience
2025
2025
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Client Portfolio Analyst
FNB
11.2024 - Current
- Act as a primary point of contact for day-to-day client queries and service requests.
- Ensure timely resolution of client queries, escalations, and complaints.
- Assist the banker in managing and maintaining the client portfolio.
- Ensure all client information is accurate and up to date on internal systems.
- Prepare and assist with credit applications, including gathering supporting documentation and completing credit motivation packs.
- Identify cross-sell and upsell opportunities within the client base (e.g., additional lending, accounts, investment products).
- Proactively look for business development opportunities and refer qualified leads to the banker.
- Support onboarding of new clients and facilitate account opening processes.
Banking Advisor
FNB
01.2024 - 10.2024
- Drive sales and revenue growth by actively promoting and selling a range of financial products, including unsecured lending, home loans, vehicle finance and cash investments to Private Wealth clients.
- Manage the opening of new accounts, ensuring a seamless and efficient onboarding process that meets the unique needs of high net-worth clients.
- Collaborate closely with Private Advisors to support the comprehensive servicing of clients, including addressing inquiries, resolving issues, and providing timely follow-up.
- Identify and capitalize on cross-selling opportunities, aligning client needs with appropriate financial products and services to enhance their portfolios.
- Facilitate the end-to-end process for home loans and vehicle finance applications, ensuring accuracy, compliance, and swift approval.
- Build and nurture long-term relationships with Private Wealth clients, maintaining a deep understanding of their financial goals and preferences to offer personalized solutions.
- Conduct financial needs analyses to recommend suitable investment products, while ensuring clients are informed about risks and returns.
- Monitor and report on sales performance, client satisfaction, and account activity to contribute to the overall success of the Private Wealth division.
- Stay updated on market trends, competitive products, and regulatory changes to provide clients with informed and relevant advice.
- Ensure adherence to all regulatory requirements and internal policies maintaining the highest standards of ethical conduct and client confidentiality.
Private Banking Analyst
FNB
03.2021 - 12.2023
- Provided dedicated service to Private Clients, addressing their banking needs and ensuring a seamless banking experience.
- Assisted Private Bankers in managing client portfolios, preparing financial documentation, and executing transactions.
- Drove new sales initiatives by promoting and facilitating the opening of cheque and credit accounts, unsecured lending products, global accounts, and vehicle finance.
- Collaborated with internal departments to enhance service delivery, ensuring client satisfaction and retention.
- Supported the onboarding process for new clients, ensuring all compliance requirements were met and providing guidance on available banking products.
Financial Advisor
Sanlam
10.2019 - 02.2021
- Consulted with clients to assess and meet short- and long-term financial goals.
- Developed and deepened relationships with new and existing clients.
- Promoted business to increase customer base and grow revenue.
- Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.
- Regularly reviewed accounts to verify economic changes, situational concerns and financial performance, modifying plans to meet expectations of clients.
- Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies.
Education
Postgraduate Diploma in Financial Planning - Law
University of The Free State
Bloemfontein, FS04-2025
Honours B.com - Financial Economics & Investment Management
University of the Free State
Bloemfontein, FSBachelor of Commerce - Investment Management & Banking
University of the Free State
Bloemfontein, FSSkills
- Microsoft Office
- Excellent Communication Skills
- Administrative support
- Multitasking Skills
- Deadline management
- Problem-solving
- Financial analysis
- Professional telephone etiquette
- Sales and Cross-Selling
- Analytical and critical thinking
- Client relationship management
Certification
RE5 Regulatory Examination: Representatives in all Categories of FSPS, 03/01/21
Personal Information
- ID Number: 9610175231080
- Date of Birth: 10/17/96
Timeline
Client Portfolio Analyst
FNB
11.2024 - Current
Banking Advisor
FNB
01.2024 - 10.2024
Private Banking Analyst
FNB
03.2021 - 12.2023
Financial Advisor
Sanlam
10.2019 - 02.2021
Honours B.com - Financial Economics & Investment Management
University of the Free State
Bachelor of Commerce - Investment Management & Banking
University of the Free State
Postgraduate Diploma in Financial Planning - Law
University of The Free State
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