Lauren Huckle
Banking Advisor Wealth
Cape Town
Summary
Banking professional with proven track record in offering insightful financial advice and achieving client satisfaction. Known for strong team collaboration and adaptability to changing client needs. Possesses key skills in financial analysis, customer service, and relationship management.
Overview
11
11
years of professional experience
2
2
Languages
Work History
Banking Advisor Wealth
Rand Merchant Bank
Cape Town
10.2024 - Current
- As a Banking Advisor, I provide analytical and administrative support to the private advisor, aiding in the management of clients' financial needs. My role includes analyzing clients' financial situations, preparing proactive solutions, and conducting research on investment opportunities. I work closely with private advisors to understand clients' objectives, risk tolerance, and investment preferences.
- Together, we develop customized financial solutions tailored to meet each client's unique needs and goals, including investment strategies, estate planning, and wealth protection opportunities. I also assist in managing client relationships by monitoring portfolios, tracking performance, and conducting periodic reviews. With my expertise, I ensure that clients receive high-quality financial advice and solutions to help them achieve their financial goals and objectives.
SME ENTERPRISE BANKER
Absa Bank Limited
Cape Town
07.2023 - 10.2024
- Started as an enterprise banker in Bethlehem Free State with a small portfolio of 200 clients consisting of a few agri-business, retail and whole sale businesses to name a few.
- Transferred to Cape Town and managed a portfolio of over 600 clients with turnovers ranging from R100,000 - R60,000,000 per annum.
- Facilitated community outreach programs to increase brand visibility and trust within local community.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Evaluated customer needs and feedback to drive product and service improvements.
- Opened, closed, and updated accounts for customers.
Junior Insurance Broker/Admin Assistant
VKB Brokers
Bethlehem
10.2019 - 05.2023
- Effectively communicated details of insurance and conditions, risk coverage, premiums and benefits to clients, promptly answering questions and concerns.
- Accurately calculated premiums for clients, establishing method of payment and setting up recurring billing cycles.
- Thoroughly interviewed clients to identify their insurance needs, creating detailed records throughout.
- Assisted clients to determine the type and level of coverage required according to their individual circumstances.
- Regularly reviewed clients' policies to ensure level and coverage of insurance remained appropriate during changes of circumstance.
- Met business growth goals through collaboration with internal stakeholders and departments.
Donor Recruiter
SOUTH AFRICAN NATIONAL BLOOD SERVICE
Kroonstad
01.2018 - 09.2019
- Demonstrated exceptional communication and relationship-building abilities to gain favor with media outlets for enhanced brand exposure.
- Rolled out comprehensive email marketing campaign to enhance customer engagement and generate sales.
- Developed client acquisition and retention strategies to maximise sales and marketing potential.
- Established company brand identity and worked closely with other departments to maintain consistency across all platforms.
- Analyzed business data closely to ascertain areas of opportunity and improve revenue growth.
- Organized and attended marketing events to raise brand awareness.
- Delivered first-class social media campaigns, increasing brand awareness and enhancing company reputation.
- Generated and maintained high-value sales leads, enhancing marketing department profits.
Service Consultant
CAPITEC BANK
09.2014 - 12.2017
- Provided exceptional support to customers, resulting in a significant decrease in complaint rates.
- Discussed options with clients and determined appropriate plans.
- Consistently met or exceeded monthly sales goals by identifying upselling opportunities during client interactions.
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
Education
RE5 - Regulatory Compliance
Moonstone
Pretoria 04.2001 -
Higher Certificate - Short-Term Insurance
Milpark Business School
Johannesburg04.2023
Bachelor of Commerce - Marketing Management
University of South Africa
Johannesburg04.2023
Skills
- Business development
- Portfolio Management
- Risk analysis
- Financial analysis
- Customer relations
- Business development
Accomplishments
- Passed Grade 12 with exemption which includes two distinctions
- Top 5 sales consultant in the Northern Free State region
Characteristics
- Honest
- Accountable
- Diligent
- Trust worthy
- Consistent
- Tenacious
- Adaptable
- Confident
- Self-sufficient
Personal Information
- ID Number: 910615 0041 081
- Age: 34
- Nationality: South African
- Ethnicity: Coloured
- Gender: Female
Timeline
Banking Advisor Wealth
Rand Merchant Bank
10.2024 - Current
SME ENTERPRISE BANKER
Absa Bank Limited
07.2023 - 10.2024
Junior Insurance Broker/Admin Assistant
VKB Brokers
10.2019 - 05.2023
Donor Recruiter
SOUTH AFRICAN NATIONAL BLOOD SERVICE
01.2018 - 09.2019
Service Consultant
CAPITEC BANK
09.2014 - 12.2017
RE5 - Regulatory Compliance
Moonstone
04.2001 -
Higher Certificate - Short-Term Insurance
Milpark Business School
Bachelor of Commerce - Marketing Management
University of South Africa
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