Traveling


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.
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
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
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.
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.
Cash Management, Customer Service, Internal & External Sales, Business Banking, Relationship Manager, Credit, Foreign Exchange, Training and HR, Investment Banking, Agricultural Banking, Insurance and more.
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
Traveling
Reading
Music
Endurance Sports
Watersports
Golfing
Fishing
Hunting