Nokulunga Bekezela Langa
Financial And Banking Advisor
Northam,LP
Summary
Financial and banking Advisor managing private high net worth clients through financial planning, portfolio support, and accurate transaction processing. Drives account-base growth, sales activity, and service delivery while balancing risk controls, procedures, and client needs. Supports banking operations by maintaining accurate client records, coordinating transaction processing, and keeping service follow-up on track. Draws on portfolio management and needs-based client support to resolve queries efficiently, align products to customer goals, and keep accounts active. Works with team members in a regulated environment, with attention to detail and risk controls.
Overview
1
1
year of professional experience
Work History
Banking Advisor
FNB Private Wealth Menlyn
04.2025 - Current
- Managed team operations to foster employee development and enhance performance standards
- Manage the growth of active customer Account Base to increase client base
- Take ownership of solving our customers problems or queries as efficiently and quickly as possible
- Participated in planned activities for employee development.
- Tracked and influenced sales activities to consistently meet established sales targets
- Provide accurate and reliable sales statistics.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Takes accountability for own performance, personal and career development
- Perform activities that provides effective
- Administrative support in a private suite
- Financial planning
- Handling client's portfolio
- Take ownership of solving our customers' problems or queries as efficiently and quickly as possible
- First Rand Group | October 2011 - to date
- Position: Private wealth Banking Advisor - FNB Private Wealth Menlyn
- Dates: April 2025 to date.
- Position: Sales and Service Consultant - FNB Bankcity Branch
- Dates: May 2017 - March 2025
- Position: Sales Consultant - dotFNB Eastgate Branch
- Dates: February 2014 - May 2017
- Position: Sales and Service Consultant - FNB Cradlestone Branch
- Dates: October 2013 - February 2014
- Position: External Sales and Service Consultant - FNB Boksburg Branch (Lifestyle Financial Services)
- Dates: October 2011 - October 2013
Education
Computer Technician A+ - Information Technology
Boston City Campus
Johannesburg, South Africa 04.2001 -
BA Degree - Banking
University of Zululand
05-2010
RE 5 - Financial Advisory
FPI Examination Body
04.2001 -
Matric Certificate - Commerce
Masibumbane High School
Ulundi 04.2001 -
Skills
Customer service
Relationship building
Needs assessment
Financial planning
Client portfolio management
Customer onboarding
Financial management
Banking operations
Cash handling
Risk analysis
Due diligence
Transaction accuracy
Business development
Timeline
Banking Advisor
FNB Private Wealth Menlyn
04.2025 - Current
Computer Technician A+ - Information Technology
Boston City Campus
04.2001 -
RE 5 - Financial Advisory
FPI Examination Body
04.2001 -
Matric Certificate - Commerce
Masibumbane High School
04.2001 -
BA Degree - Banking
University of Zululand