Dynamic VP Client Relations at Peresec International Limited with a proven track record in stakeholder engagement and process improvement. Expert in risk management, I successfully streamlined onboarding processes, enhancing client satisfaction and operational efficiency. Adept at training and mentoring teams, I drive strategic growth initiatives to achieve business objectives.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP Client Relations
Peresec International Limited
Guernsey
01.2025 - Current
Prioritized proactive client communication to anticipate needs and resolve inquiries efficiently.
Established regular check-ins to capture client goals, challenges, and feedback for service improvement.
Identified client journey pain points and provided solution-oriented support through clear communication.
Delivered consistent updates on account status and timelines to keep clients informed and engaged.
Supported clients across all products by leveraging extensive operational product knowledge.
Managed the Onboarding Team's responsibilities, ensuring alignment with the COO for timely issue resolution.
Assisted Compliance Officer with Compliance Monitoring Program testing and obtained necessary information.
Facilitated manual mutual fund subscriptions and redemptions along with FX and equity trade activities.
Daily risk monitoring: general compliance, restricted instruments, investment restrictions breach monitor, client deposit compliance, and detailed transaction monitoring.
VP Eurobond Operations
ABSA CIB
Sandton
03.2023 - 01.2025
Oversaw all Eurobond post-trade activities to ensure compliance and efficiency.
Managed client queries related to operations, resolving issues with professionalism.
Supervised allocation, processing, and settlement of corporate actions for Eurobond trades.
Championed strategic growth and automation projects to reduce risk and enhance performance.
Liaised with internal and external auditors, providing thorough process walkthroughs.
Coached and mentored team members to align with business objectives.
Set and maintained targets for business scorecard metrics.
Ensured implementation and adherence to Group Risk and Compliance standards.
Senior Manager- Payments
APEX GROUP LTD
Sandton
02.2023 - 02.2023
Provided assistance with cash management services for local clients, enhancing transaction monitoring processes.
Built and developed a local team to support cash management and banking operations, including payment processing and reconciliations.
Facilitated communication between local businesses and banking relationships, ensuring clarity at all levels.
Served as liaison between local operations and global teams, maintaining excellent communication throughout.
Supported UK management in enhancing operational functions to bolster UK business objectives.
Acted as primary contact for local operational matters, managing project deadlines and regulatory requirements.
Promoted robust risk management practices, ensuring compliance with relevant policies and updates.
Collaborated with the compliance team to coordinate outsourcing arrangements and meet annual reporting standards.
Operations Manager
SOUTH AFRICA ALPHA CAPITAL LTD subsidiary of Peregrine Holdings Ltd (Offshore fund platform for Cayman Islands & Guernsey funds)
South Africa / Bermuda
03.2015 - 03.2022
Administered operations management for a USD 950 million investment platform, reporting to the CEO and COO.
Coordinated onboarding of asset managers, identifying and resolving potential issues promptly.
Supervised outsourced administration support across multiple regions, ensuring compliance and efficiency.
Prepared quarterly and annual reports for corporate governance and stakeholder meetings.
Contributed to key reviews and legal updates, ensuring adherence to service-level agreements.
Conducted due diligence and KYC for a management company and 20 funds with significant AUM.
Cultivated strong relationships with intermediaries and service providers to enhance operational effectiveness.
Managed cash flow to meet ongoing operational and capital requirements.
Senior Administrator
FINTAX CONSULTING GROUP PTY LTD (Family office)
Sandton
10.2013 - 02.2015
Preparing instructions for client’s & ensure execution with the relevant asset manager (Allan Gray, Stenham, Momentum etc.)
Dealing with queries on transactions & maintaining good working relationships with all clients & assetmanagers
Compiling composites for high net worth clients
Researching compiling funds comparisons
Facilitating deal-pay out processesMaintaining diary of events Ensure FICA compliance
1 year 5 months
Specialist Administrator
SILICA FINANCIAL HOLDINGS (3rd party administrator)
Sandton
03.2011 - 09.2013
Facilitated financial services for individuals and corporations, managing trust fund activities.
Prioritized transactions to meet cut-off times and uphold service level agreements.
Calculated daily client redemption amounts to minimize potential financial risks.
Verified banking details monthly to ensure compliance with risk management protocols.
Ensured adherence to FICA and FAIS regulations for all clients according to business rules.
Supported external audits and control reviews to maintain regulatory compliance.
Initiated debit orders for timely payments into unit trust accounts.
Unit Trust Administration Consultant
ALLAN GRAY (Investment Manager)
Cape Town
07.2009 - 01.2011
Serviced 60-90 Allan Gray clients per day & brokers with regard to new business, switches, redemptions, deceased estates,transfers & queries
Market the company’s product/fund offerings, investment philosophy & economic views to the target market, so as to achieve the strategic objectives of the business
Completing administrative & repetitive tasks by keeping accurate, detailed stats of all queries & correspondenceCreate online access for clients who want to view investments online
Participate in projects, i.e. age of majority, broker online access
18 months
Process Assistant
SANLAM (Investment/Insurance Company)
Cape Town
10.2008 - 06.2009
Serviced 60 to 90 Allan Gray clients daily, addressing new business, switches, redemptions, and transfers.
Marketed the company’s product offerings and investment philosophy to achieve strategic objectives.
Maintained accurate records of queries and correspondence to enhance administrative efficiency.
Created online access for clients to facilitate investment monitoring.
Participated in projects such as the age of majority and broker online access initiatives.
Completed a contract position within nine months, contributing to team success.
Education
MBA - Business Administration And Management
WITS Business School
Johannesburg
06-2022
Postgraduate Diploma – Business Administration - Business Administration And Management
Milpark Education
Johannesburg
01.2020
Bachelor of Commerce - Economics
University of The Western Cape
Cape Town
01.2007
Skills
MS Office
Sentrix, Siebel, Silica ,AWD
Transfer agency software, Praxis, FlexCube
Euroclear
Morongwa
Front Arena
Stakeholder engagement
Process improvement
Risk management
Training and mentoring
Resource allocation
Certification
Market Abuse - A Regulatory Overview | 2025
AML/CTF + Compliance Training | 2019
Financial Markets & Instruments | 2016
Languages
English, isiXhosa, isiZulu, Afrikaans
Timeline
VP Client Relations
Peresec International Limited
01.2025 - Current
VP Eurobond Operations
ABSA CIB
03.2023 - 01.2025
Senior Manager- Payments
APEX GROUP LTD
02.2023 - 02.2023
Operations Manager
SOUTH AFRICA ALPHA CAPITAL LTD subsidiary of Peregrine Holdings Ltd (Offshore fund platform for Cayman Islands & Guernsey funds)
03.2015 - 03.2022
Senior Administrator
FINTAX CONSULTING GROUP PTY LTD (Family office)
10.2013 - 02.2015
Specialist Administrator
SILICA FINANCIAL HOLDINGS (3rd party administrator)
03.2011 - 09.2013
Unit Trust Administration Consultant
ALLAN GRAY (Investment Manager)
07.2009 - 01.2011
Process Assistant
SANLAM (Investment/Insurance Company)
10.2008 - 06.2009
MBA - Business Administration And Management
WITS Business School
Postgraduate Diploma – Business Administration - Business Administration And Management
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