Siphathekahle Sithebe
Private Banker
Johannesburg
Summary
Siphathekahle has close to 3 years of client services experience. He worked in the Investec Client Support Centre as a client support banker and now he works as a Private Banker within the same bank. He delivers seamless, tailored banking solutions. Passionate about strong client relationships, service excellence, and making banking simple, reliable, and impactful. He has the ability to work well within a team environment and adapt seamlessly to various environments and situations. He is eager to take on new challenges that will develop his leadership skills leading to his professional and personal growth.
Overview
3
3
years of professional experience
Work History
Private Banker
Investec Private Bank
09.2024 - Current
To retain and maintain strong relationships with an existing base of clients. The role entails pro-actively cross selling the full Private Bank offering to these clients as well as positioning the Investec Group.
• Meeting specified targets per activity (including Lending, Treasury, Forex, etc)
• Presentation of products and services to clients
• Identifying clients' needs
• Analysis of financial statements
• Driving proactive client contact and managing client expectation
• Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
• Driving proactive client contact and managing client's expectation
• Client retention, including service and feedback to entire existing base of clients
Client Support Centre
Investec Private Bank
01.2023 - 09.2024
A support banker is a highly self-motivated individual with strong relationship managing and communication skills who can uphold the high standards of client experience.
The role is dynamic, and a banker is able to adapt to the changing needs of the business. The Banker is self-driven to learn and be able to identify gaps in the business while aiming to improve the business.
- To always act with integrity, while delivering on Investec's value proposition.
- Resolution of Product and Online system queries
- Able to independently run with projects.
- Deal with client complaints & escalations
- Accuracy and attention to detail for all relevant work types
Education
Geography And Social Science
University of KwaZulu Natal
Pietermaritzburg 04.2001 -
Skills
Cross-selling opportunities
Customer due diligence
Relationship building
Teamwork
Active listening
Attention to detail
Timeline
Private Banker
Investec Private Bank
09.2024 - Current
Client Support Centre
Investec Private Bank
01.2023 - 09.2024
Geography And Social Science
University of KwaZulu Natal
04.2001 -