Kudzanayi Gwatidzo
Private Banker
Johannesburg
Summary
Dedicated and results-driven financial professional with over 10 years of experience in private banking and wealth management. Proven expertise in building and maintaining long-term relationships with high-net-worth individuals, providing tailored financial solutions, and optimizing client experiences. Committed to delivering exceptional service while adhering to regulatory and compliance standards.
Overview
13
13
years of professional experience
6036
6036
years of post-secondary education
Work History
Private Banker
Investec Private Bank
08.2021 - Current
- Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs and ensuring proper client segmentation
- Provide tailored credit structured solutions, including residential, commercial, and share-back facilities
- Optimize client experience by managing portfolios, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies
- Drive profitability by analysing client financial behaviours, identifying revenue opportunities, and collaborating with internal specialists and credit teams
- Successfully managed a diverse client portfolio that included entrepreneurs, professionals, and high-net-worth families.
Private Wealth Banker
FNB Private Wealth
09.2015 - 08.2021
- Provided holistic balance sheet management and optimization through a client-centric relationship model
- Optimized local and offshore transactional portfolios and led goal-based financial planning and estate management with the assistance of fiduciary, wealth, and insurance specialists
- Practice head, implementing strategies and overseeing a team of five banking pods, preparing performance reports for management regarding sales and relationship plans
Financial Advisor
Hereford Group (Liberty Life Franchise)
04.2012 - 08.2014
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Sourced and acquired new clients through networking, referrals, and proactive outreach, successfully expanding the client base and enhancing revenue streams
- Provided expert advice on financial planning processes, including retirement planning, investment strategies, and insurance solutions, ensuring clients were well-informed and confident in their financial decisions
- Maintained up-to-date knowledge of financial products, market trends, and regulatory changes to provide clients with the most relevant and effective solutions
- Ensured compliance with all regulatory requirements and company policies, maintaining accurate records of client interactions and financial advice provided
- Participated in continuous training and professional development to enhance financial planning competencies and stay abreast of industry best practices
Education
Post Graduate Diploma - Financial Planning
University of The Free State
Bachelor of Commerce (BCom) -
University of South Africa
01-2013
Matric -
St Peters College
01-2008
Skills
- Team player
- Client service oriented
- Excellent interpersonal skills
- Relationship building and networking
- Strong organizational and prioritization abilities
- Ability to work under pressure
Timeline
Private Banker
Investec Private Bank
08.2021 - Current
Private Wealth Banker
FNB Private Wealth
09.2015 - 08.2021
Financial Advisor
Hereford Group (Liberty Life Franchise)
04.2012 - 08.2014
Post Graduate Diploma - Financial Planning
University of The Free State
Bachelor of Commerce (BCom) -
University of South Africa
Matric -
St Peters College
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