PHELO JOSHUA STUURMAN
Port Elizabeth
Summary
Accomplished Area Manager in Personal & Private Banking at Standard Bank, with a proven track record in driving business acquisition and developing tailored banking solutions. Extensive experience in relationship management, risk compliance, and stakeholder collaboration. Former Financial Advisor at Old Mutual & ABSA, known for delivering customised financial advice and fostering strong client relationships. As Branch Manager at ABSA, successfully led branch operations and achieved sales targets through strategic initiatives. Career goals include leveraging expertise in banking solutions and client engagement to drive sustainable growth and transformation initiatives.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Area Manager – Personal & Private Banking
Standard Bank
01.2017 - Current
- Drove business acquisition and deal origination strategies to achieve growth targets.
- Developed tailored banking solutions for clients through proactive relationship management and needs analysis.
- Oversaw risk parameters and credit principles across regional portfolios to ensure compliance and mitigate exposure.
- Coordinated with internal and external stakeholders to enhance client value and satisfaction.
Financial Advisor
Old Mutual & ABSA
01.2014 - 01.2016
- Delivered tailored financial advice and solutions meeting client needs and regulatory standards.
- Cultivated strong client relationships, enhancing retention and facilitating portfolio growth.
Branch Manager – Retail & Business Banking
ABSA
01.2008 - 01.2014
- Achieved sales targets through strategic deal origination and targeted business development initiatives.
- Enhanced client experience with tailored banking solutions and proactive relationship management.
- Led branch operations, ensuring adherence to governance, risk, and control standards.
Education
Advanced Diploma Management Practice - Johannesburg, GP
Henley Business School
Johannesburg, GP2024
Advanced Cert in Management Practice - Johannesburg, GP
Henley Business School
Johannesburg, GP2019
Diploma of Higher Education - Human Resources
Border Technikon
East London, EC2003
Skills
- Relationship management
- Client engagement
- Banking solutions
- Business acquisition
- Risk compliance and governance
- Credit principles
- Sales and deal origination
- Stakeholder collaboration and networking
- Financial analysis and reporting
- Transformation initiatives
- Sustainability strategies
Professional Highlights
- Successfully managed diverse client portfolios, delivering tailored banking solutions aligned with client needs.
- Achieved consistent growth in business acquisition and deal origination through proactive relationship management.
- Implemented risk and credit governance frameworks ensuring compliance and operational excellence.
- Built strong stakeholder networks to support client solutions and enhance collaboration across teams.
Languages
English
Advanced
C1
Afrikaans
Intermediate
B1
Xhosa
Proficient
C2
Websites, Portfolios and Profiles
linkedin.com/in/pjstuurman
Certification
- Regulatory Exam 05 (RE5)certified
References
Available on request
Timeline
Area Manager – Personal & Private Banking
Standard Bank
01.2017 - Current
Financial Advisor
Old Mutual & ABSA
01.2014 - 01.2016
Branch Manager – Retail & Business Banking
ABSA
01.2008 - 01.2014
Advanced Diploma Management Practice - Johannesburg, GP
Henley Business School
Advanced Cert in Management Practice - Johannesburg, GP
Henley Business School
Diploma of Higher Education - Human Resources
Border Technikon