Summary
Overview
Work History
Education
Skills
Interests
Outdoor Activities
Timeline
Generic
Eben Mare

Eben Mare

Private Wealth Advisor Private Banking
George,Western Cape

Summary

Versatile people management and leadership skills, well equipped to offer financial advice in the private banking arena in South Africa and on International platforms.

Experienced in Transactional Banking (local & International), Lending, Assets under Management, Fiduciary Needs, Portfolio Management and Risk Business, a general banking background.

Strong planner and problem solver who readily adapts to change, works well in teams or independently and always exceeds expectations.

Are able to juggle multiple priorities and meet tight deadlines without compromising quality.

Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

24
24
years of professional experience
7
7
years of post-secondary education

Work History

Private Wealth Advisor

FNB Private Wealth
George, Western Cape
2020.12 - Current

Versatile people management and leadership skills, accredited to offer financial advise in the private banking arena in South Africa and on international platforms. Currently under supervision for the following financial product categories:

1.3 Long-Term Insurance subcategory B1

1.4 Long-Term Insurance subcategory C

1.5 Retail Pension Benefits

1.14 Participatory interests in a collective investment scheme

1.17 Long-term Deposits

1.18 Short-term Deposits

1.22 Long-term Insurance subcategory B1-A

Experienced in Fiduciary Planning, Portfolio Management, Lending, Local and International Banking and Business Banking

Private Banker - Wealthy & UHNW

FNB Private Wealth
George, Western Cape
2014.12 - 2020.12

Managing client portfolios in the South African private banking arena, net asset values ranging between R15m and R800m. Collaborating/Advise through a specialist approach in:

- Transactional Banking (Local and International)

- Assets under Management & Portfolio Management

- Fiduciary & Financial Planning

- Short Term & Life Insurance

- Lending & Commercial Property Finance

- Share Based Lending

Rural Private Banker - Manager

FNB Private Wealth
George, Western Cape
2011.12 - 2014.12

Developed and implemented a "first of its kind" client acquisition strategy in the region - nearly doubled the profit numbers in 3 years.

Leading a team of rural bankers (53) in the Southern & Eastern Cape.

Helped setting up various innovative initiatives throughout the region.

Involved in the recruitment process, interviews and more.

Co-Developed comprehensive training sessions in various rural areas to improve efficiencies.

Private Banker

FNB Private Clients
George, Western Cape
2009.12 - 2011.12

Client Portfolio of 350 Households, this was a hunting (sales) role, building trusted client relationships, unlocking potential around the client's balance sheet- personal, trading and non-trading entities.

Banker - Generalist

FNB
George, Western Cape
1997.12 - 2009.12

Cash Management, Customer Service, Internal & External Sales, Business Banking, Relationship Manager, Credit, Foreign Exchange, Training and HR, Investment Banking, Agricultural Banking, Insurance and more.

Education

Postgraduate Diploma - Financial Planning

UNIVERSITY oF THE FREE STATE
2018.12 - Current

Managers Development Programme - undefined

UNIVERSITY OF STELLENBOSCH

FSB FSB Regulatory Exam 1 - undefined

NELSON MANDELA METROPOLITAN UNIVERSITY

B Com Accounting -

Nelson Mandela Metropolitan University

The Relationship Manager - undefined

BANK SETA

National Diploma - Management

CENTRAL UNIVERSITY OF TECHNOLOGY

Certificate in Banking - undefined

THE INSTITUDE OF BANKERS OF SOUTH AFRICA

Marketing Diploma - undefined

1999.01 - 2003.01

Certificate - Class of Business - Investments

Milpark Education
Cape Town
2020.06 - 2020.06

Certificate - Class of Business - Pension Fund Benefits

Milpark Education
Cape Town
2020.06 - 2020.06

Certificate - Class of Business - Long Term Insurance

Milpark Education
Cape Town
2020.07 - 2020.07

Skills

Financial Services

Wealth Management

Financial Planning

Relationship Building and Management

Sales Expertise

Trend Analysis Expertise

Decisiveness

Strong Moral & Ethical Values

Open-mindedness

Clear communication though excellent collaboration

Approachability

Transparency

Interests

Traveling

Reading

Music

Outdoor Activities

Endurance Sports

Watersports

Golfing

Fishing

Hunting

Timeline

Private Wealth Advisor

FNB Private Wealth
2020.12 - Current

Certificate - Class of Business - Long Term Insurance

Milpark Education
2020.07 - 2020.07

Certificate - Class of Business - Investments

Milpark Education
2020.06 - 2020.06

Certificate - Class of Business - Pension Fund Benefits

Milpark Education
2020.06 - 2020.06

Postgraduate Diploma - Financial Planning

UNIVERSITY oF THE FREE STATE
2018.12 - Current

Private Banker - Wealthy & UHNW

FNB Private Wealth
2014.12 - 2020.12

Rural Private Banker - Manager

FNB Private Wealth
2011.12 - 2014.12

Private Banker

FNB Private Clients
2009.12 - 2011.12

Marketing Diploma - undefined

1999.01 - 2003.01

Banker - Generalist

FNB
1997.12 - 2009.12

Managers Development Programme - undefined

UNIVERSITY OF STELLENBOSCH

FSB FSB Regulatory Exam 1 - undefined

NELSON MANDELA METROPOLITAN UNIVERSITY

B Com Accounting -

Nelson Mandela Metropolitan University

The Relationship Manager - undefined

BANK SETA

National Diploma - Management

CENTRAL UNIVERSITY OF TECHNOLOGY

Certificate in Banking - undefined

THE INSTITUDE OF BANKERS OF SOUTH AFRICA
Eben MarePrivate Wealth Advisor Private Banking