Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and client satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Achievements include increasing client returns, strengthening portfolios and managing compliance issues. Good grasp of economic, accounting and mathematical principles.
The role entails managing and growing a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements. Provide specialist advice and support in the development of tactical strategy and plans. Provide specialist advise and support in terms of practice formulation and associated best practice improvements.
The purpose of this role is to assist clients to plan their finances, project the results of their savings and investments local and offshore, plan for retirement, recommend products to protect against the financial implications of unforeseen life events, and aid clients in making decisions towards achieving their financial goals as efficiently as possible. Develop businesses in mapping out their financial strategies and empower entities to achieve growth through sound financial planning.
The Associate Relationship Manager in the Financial Institutions Group supports Relationship Managers with the portfolio of Correspondent Banks, Non-bank Financial Institutions and Public Sector clients. This role entailed working with clients and team members to coordinate the origination and execution of activities across the spectrum of Global Banking & Markets products/services.
Combining client relationship management with strong risk assessment and management capabilities ensuring the required credit quality and returns on risk across the portfolio of accounts. Maintained HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Ensure that all portfolios and relationships comply with all AML/KYC/Compliance based requirements.
The role of the Marketing Graduate Trainee is consulting with top management on implementation of marketing budgets and marketing strategies. Working on a number of events concurrently and able to multi task on functions for both internal and external - putting together the marketing EXCO report. Coordination of company CSR initiatives through working with NGOs to ensure projects are followed through.
Implementation of group marketing policies and procedures on brand guidelines and marketing campaigns. Manage all group sponsorship initiatives in South Africa, by formulating a sponsorship programme and budgets in line with the business units' client needs and the company requirements.