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Work Background
InvestecTeam Leader
Apr. 2018JohannesburgResponsibilities include but not limited to training & development, people management, driving and exceeding key performance indicators in a fast paced sales environment
Identify opportunities across all revenue streams, including for Banking and other areas of the business.
Understand risks associated with the Banking business and identify and implement processes to mitigate these.
InvestecPrivate Banker
Nov. 2010 - Apr. 2018Johannesburg Area, South AfricaResponsible for growing the wealth and attending to the banking needs of our affluent client base through a strategic and value add, trust based relationship.
Managing a niche client portfolio focussed on the petrochemicals, oil&gas and energy sectors. Primarily managing transactional banking, lending products, cash investments and forex transactions for individual high net worth clients.
Deal origination, structuring and implementation
Business development and acquisition of new clients
Absa GroupGraduate Trainee Portfolio Analyst
Feb. 2010 - Nov. 2010Pretoria Area, South Africa
Rand Merchant BankRisk & Compliance Data Quality Agent
Mar. 2009 - Jan. 2010Johannesburg Area, South AfricaGeneral cleanup & maintenance of the static counterparty data: data cleansing, adding counterparties trading systems & counterparty mapping
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