ROZANNE DE BEER
Private Banker
Sharonlea
Summary
Motivated premium acquisition banker with seventeen years of progressive experience. Energetic self-starter and team builder. Navigates high-stress situations and achieves goals on time and under budget. Adaptable consultant with extensive experience providing first-class results. Meets job demands and deadlines through diligent work-ethic and dedication to quality. Confident and successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs.
Overview
29
29
years of professional experience
3
3
years of post-secondary education
Work History
ABSA Group Limited
11.2006 - Current
Premium Acquisition Banker
01.2007 - 01.2017
- Growth on Assets and Liabilities, new and existing portfolios Growth on bottom line Retention on Investments Effective management of sales control reports Promote profitability Acquiring of new business Collaboration between different business units Daily calling of top 100 clients
Private Banker
ABSA Private and Wealth Bank
Centurion, Gauteng
04.2024 - Current
- Developed customized financial strategies tailored to client needs and objectives.
- Managed high-net-worth client relationships, ensuring exceptional service and satisfaction.
- Analyzed investment portfolios to optimize performance and align with market trends.
- Collaborated with legal and tax advisors to enhance clients' wealth management plans.
Retail Banking Consultant
BRANCH
01.2006 - 01.2011
store Banker, Tele banker, Client Liaison Officer
Nedbank
12.1997 - 10.2006
- Site
- RESPONSIBILITIES : Growth on Assets and Liabilities, new and existing portfolios Growth on bottom line Retention on Investments Effective management of sales control reports Promote profitability Acquiring of new business Development Plan
Education
HG -
HIGHEST GRADE PASSED : Grade 12
LEADER ABILITIES : Prefect, Biology HG
Economics HG
Accounting HG
Maths SG
GRADUATE CERTIFICATE : Certificate in Fraud Examination First Level Regulatory Examination : Representatives National Certificate: Banking Services Advice NQ 5 - Banking
6
Digital Literacy Training for Insurance
No Degree - Advanced Diploma In Business Administration
01.2024 - 05.2025
BBA - Business Administration
01.2025 - 05.2026
Skills
Communication skills
Compassionate care
Professional manner
Vigilant and alert
Confidentiality and discretion
Strong work ethic
Quick learner
Highly motivated
Timeline
MANCOSA - BBA, Business Administration
01.2025 - 05.2026
Private Banker - ABSA Private and Wealth Bank
04.2024 - Current
MANCOSA - No Degree, Advanced Diploma In Business Administration
01.2024 - 05.2025
Premium Acquisition Banker -
01.2007 - 01.2017
- ABSA Group Limited
11.2006 - Current
Retail Banking Consultant - BRANCH
01.2006 - 01.2011
store Banker, Tele banker, Client Liaison Officer - Nedbank
12.1997 - 10.2006
Brandwag High School - HG,
- GRADUATE CERTIFICATE : Certificate in Fraud Examination
First Level Regulatory Examination : Representatives
National Certificate: Banking Services Advice NQ 5, Banking
References
REFERENCES
Sibongile Ndlovu
Branch Manager Centurion
Tel no : 012 674 720000
Gavin Viljoen
Branch Manager Montana
Tel no : 012 523 4505
Interests
HOBBIES : , Tennis, Reading, Running