Reece Thomas Fortuin
Cape Town
Summary
Experienced Relationship Banker at Investec Bank, specialising in tailored lending solutions and transactional banking services for high-income clients. Proven track record in driving growth through strategic client acquisition and deepening existing relationships.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Investec Bank
04.2025 - Current
- As a Relationship Banker serving high-income clients in the professional space, I focus on providing tailored lending solutions and seamless transactional banking services.
- My core mandate is to drive growth in the lending book through strategic acquisition of new-to-bank clients while deepening relationships with existing ones.
Acquisition Banker
Investec Bank
07.2023 - 03.2025
- My role as an acquisition private banker is to acquire new clients to the bank.
- Conduct external face to face meeting with all new clients.
- Maintain and grow internal relationships with all departments within the bank including the following; Investec Life/My Investments, Legal risk and property risk teams, Investec Credit team.
- Presenting all new credit deals to a human based credit team. Deals including the following: Home loan finance, vehicle finance, medical practice buy ins, New private banking accounts.
- Implement and grow sales strategy for each new financial year. Requires maintaining relationships with key stakeholders who operate in the same space.
- Clientele was mainly focused on the medical industry.
Internal Banker
Investec Bank
06.2022 - 07.2023
- Internal Banker for Young Professionals: Trainee accountants (Cape Town)
- As an internal banker I was responsible for managing the relationships with new and existing clients.
- I achieved this by providing on demand daily transactional banking support to the clients with all banking needs they may have, from forex transactions to facilitating the lending processes for all new deals.
- Along with this, I was required to proactively sell the full banking offering to further entrench existing clients
Client Support Banker
Investec Bank Mauritius
03.2021 - 05.2022
- Providing Transactional Banking Assistance to an elite clientele base.
- Utilizing a variety of computer systems.
- Assisting our clients with regards to: Making payments, Investigating suspicious and fraudulent transactions, Navigating and Re-enabling their online banking platforms, Providing card activation services, Pin reminder functionality, Account balances, Provide explanations with regards to Forex rates and trading times.
- Liaising with clients and internal staff via Microsoft Outlook and Telephonically.
- Working dynamic hours to ensure that efficient client service is prioritized.
Founder
Guil-Tee Conscience Clothing
01.2021 - 11.2021
- The intention behind this business was to close the gap of "no experience" after university as I was in the market to start my corporate career.
- A full business plan was developed, stakeholders met, and first set of products launched within the first 3 months.
Education
BACHELOR OF COMMERCE - Management Sciences Marketing, Entrepreneurship & Innovation, Project management, Strategic management, Industrial psychology: Organisational behaviour, Financial Management, Financial Accounting, Economics
STELLENBOSCH UNIVERSITY
Stellenbosch, WC12.2020
NATIONAL SENIOR CERTIFICATE - Mathematics, English Home Language, Afrikaans First Additional Language, Physical Science, Business Studies, History
STELLENBERG HIGH SCHOOL
12.2015
Skills
- Customer relationship management
- Transactional banking
- Lending solutions
- Credit assessment
- Sales and marketing strategy
- Public speaking
- Client acquisition
Timeline
Relationship Banker
Investec Bank
04.2025 - Current
Acquisition Banker
Investec Bank
07.2023 - 03.2025
Internal Banker
Investec Bank
06.2022 - 07.2023
Client Support Banker
Investec Bank Mauritius
03.2021 - 05.2022
Founder
Guil-Tee Conscience Clothing
01.2021 - 11.2021
BACHELOR OF COMMERCE - Management Sciences Marketing, Entrepreneurship & Innovation, Project management, Strategic management, Industrial psychology: Organisational behaviour, Financial Management, Financial Accounting, Economics
STELLENBOSCH UNIVERSITY
NATIONAL SENIOR CERTIFICATE - Mathematics, English Home Language, Afrikaans First Additional Language, Physical Science, Business Studies, History
STELLENBERG HIGH SCHOOL