Quote
Summary
Education
Work History
Personal Attributes
Languages
Skills
Accomplishments
Interests
Overview
Timeline
Work Preference
Awards
Generic
Shaun Caromba

Shaun Caromba

Business Solutions Head
Johannesburg

Quote

There are no secrets to success. It is the result of preparation, hard work, and learning from failure.
Colin Powell

Summary

As a seasoned professional and EXCO member, I lead the development and optimization of financial advice tools, both simple and complex, across assisted and unassisted channels within the Group. My portfolio includes platform enablement, scalability, and the optimization of our integrated cross-pillar advice continuum. I manage and guide teams of experienced professionals to ensure seamless end-to-end management of our business systems in the Advice space. My role involves close collaboration with vendors, various departments, and stakeholders to understand their needs, implement system projects and enhancements, and ensure efficient operations that support our business processes and objectives. Highly organized and detail-oriented, I am dedicated to driving continuous improvement and operational excellence.

Education

Bachelor of Law (LLB) -

University of South Africa
South Africa

Class of Business -

Milpark
South Africa

Regulatory Examination - RE 5 - Representative

Moonstone
South Africa

Work History

Business Solutions Head

FNB
10.2023 - Current
  • Manage the design and implementation of sustainable solutions, ensuring effective collaboration and integration across product houses, business units, and segments
  • Develop and manage budgets aligned with delivery plans
  • Coordinate teams for the seamless implementation of prioritized and approved solutions for relevant product houses, business units, or segments
  • Conduct data analysis to identify opportunities for efficiencies and growth
  • Manage vendor relationships within the Advice space, including RFI, RFQ, RFP processes, procurement, onboarding, maintenance, ad hoc projects, and enhancements
  • Lead and support teams in designing customer-centric and sustainable solutions, products, enhancements, and business cases, ensuring effective integration across channels to achieve strategic objectives
  • Execute management responsibilities to create an environment that promotes employee growth and performance excellence
  • Cultivate collaborative relationships within the business and across FRG
  • Develop innovative solutions to improve organizational performance
  • Ensure compliance with legislative and audit requirements, adhering to relevant processes
  • Integrate business information and produce reports to identify trends, discrepancies, and inconsistencies for informed decision-making
  • Set goals and optimize the use of people, finances, and technologies to achieve these goals

Financial Advisory Enablement Specialist / Channel Head

FNB
12.2021 - 09.2023
  • Supported business development as an Advice Subject Matter Expert (SME) for the region, providing risk mitigation and compliance/legal advice to my team of Wealth Managers, Financial Planners, and Private Bankers, who managed portfolios of HNW and UHNW clients across Gauteng, Northwest, Limpopo, Mpumalanga, Northern Cape, and Free State Provinces in South Africa
  • Ensured compliance with legislative and audit requirements, adhering to relevant business processes
  • Provided close team and client management to maintain excellent service quality and support the Business' organic growth objectives
  • Fostered working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation
  • Compiled reports tracking progress and guided executive leadership in making informed decisions on the group's strategic direction
  • Coached and mentored front-line roles to ensure understanding and efficient adoption of group advice philosophy
  • Developed insights and applied innovative solutions to drive organizational improvements
  • Identified process improvements to maintain cost-to-income ratios and prevent wastage.

Private Wealth Advisor

FNB
1 2019 - 11.2021
  • Built enduring, trusted relationships while delivering precise personalized financial advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families with intricate financial portfolios
  • Proactively cultivated trust through ethical and professional engagements
  • Ensured accurate, timely, and high-standard service delivery
  • Maintained up-to-date product knowledge and provided technically accurate advice
  • Stayed informed about legislative changes and industry best practices to maintain expertise
  • Acted as an ambassador for the bank, embodying internal values and ethical standards as a financial service provider.

Senior Financial Advisor

Old Mutual
06.2016 - 12.2018
  • Established and maintained long-lasting, trusted relationships with High Net Worth and Ultra High Net Worth clients by delivering customized financial advice tailored to their complex portfolios
  • Engaged with clients and stakeholders in a positive and professional manner to cultivate strong relationships
  • Ensured precise and timely service delivery to meet high standards
  • Maintained current knowledge of financial products and provided accurate advice
  • Stayed informed about legislative changes and industry best practices to uphold expertise
  • Served as an ambassador for the group, exemplifying internal values and ethical standards as a financial service provider.

Personal Attributes

Accountable

Motivated

Strategic Thinker

Innovative Leader

Results-Oriented

Excellent Communicator

Flexible and Adaptable

Decisive

Efficient

Collaborative

Customer-Centric

Integrity

Visionary

Resilient

Empathetic

Languages

English
Bilingual or Proficient (C2)
Afrikaans
Bilingual or Proficient (C2)

Skills

Strategic Planning

Financial Advice

Cross-functional Team Leadership

Platform Optimization

Innovation and Problem Solving

Operational Efficiency

Project Management

Budget Management

Vendor Relationship Management

Data Analysis and Insights

Business Development

Compliance and Regulatory Knowledge

Business Process Improvement

Customer-Centric Solutions

Risk Mitigation Strategies

Team Coaching and Mentoring

Stakeholder Engagement

Accomplishments

    Old Mutual 2016

  • Regional PFA Champion
  • Old Mutual Top PFA OM Wealth Writer
  • Old Mutual Top PFA Risk Writer

    • Old Mutual 2017

  • Regional PFA Champion
  • Old Mutual Production Award
  • Old Mutual 51 Club: Total of 6.9, 51 Club rounds in a year. Most rounds done by an PFA Advisor in a calendar year Nationally
  • Invitation to the National 51 Club Convention 2017

    • FNB

  • Numerous All star nominations

Interests

Golf

Padel

Traveling

Cooking

Overview

8
8
years of professional experience
2
2
Languages

Timeline

Business Solutions Head

FNB
10.2023 - Current

Financial Advisory Enablement Specialist / Channel Head

FNB
12.2021 - 09.2023

Senior Financial Advisor

Old Mutual
06.2016 - 12.2018

Private Wealth Advisor

FNB
1 2019 - 11.2021

Bachelor of Law (LLB) -

University of South Africa

Class of Business -

Milpark

Regulatory Examination - RE 5 - Representative

Moonstone

Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Company CultureCareer advancement

Awards

Old Mutual 2016

  • Regional PFA Champion
  • Top PFA OM Wealth Writer
  • Top PFA Risk Writer

Old Mutual 2017

  • Regional PFA Champion
  • Production Award

Old Mutual 51 Club

  • Total of 6.9, 51 Club rounds in a year.
  • Most rounds done by an PFA Advisor in a calendar year Nationally.
  • Invitation to the National 51 Club Convention 2017.

FNB

  • Numerous Allstar nominations.

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Shaun CarombaBusiness Solutions Head