Years of experience: 7

Investor & VCFinancial AnalystSales & BizDevCryptoBanking OperationsFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Keaton's Career Path
Private Banking AdvisorMar. 2024 -
Present
FNB South AfricaPrivate Banking Advisor
City of Cape Town, Western Cape, South AfricaAs a Banking Advisor, I provide analytical and administrative support to the private advisor, aiding in the management of clients' financial needs. My role includes analysing clients' financial situations, preparing proactive solutions, and conducting research on investment opportunities. I work closely with private advisors to understand clients' objectives, risk tolerance, and investment pr...
Financial AnalystNov. 2022 -
Mar. 2024
AgilequityFinancial Analyst
City of Cape Town, Western Cape, South Africa• Managing the buyer/funder outreach/sales process - assisting to successfully generate R 2.1 m revenue (2023). • Co-ordinating CEO and Director’s calendars. Setting up meetings with clients and prospects. • Attending new and current client meetings. • Preparing client feedback presentations • Financial analysis and valuations
Private Wealth Management AssociateJan. 2022 -
Nov. 2022
Carrick WealthPrivate Wealth Management Associate
Cape Town, Western Cape, South Africa• Started as an internship. • Making and setting meetings with HNW’s and Executives. • Attending new, and current client, meetings. • Co-ordinating Senior PWM’s calendar. • Servicing clients • Preparing in-depth investment proposals. • Conducted interviews

Keaton's Posts

  • About myself

    Keaton Groom is a dedicated Private Banker at FNB South Africa, where he specializes in providing tailored financial solutions for high-net-worth clients. With a few years of experience in finance, Keaton is known for his strategic approach and exceptional client service. He holds a Honour’s degree in Finance from the University of Stellenbosch. Outside of work, Keaton is an avid hiker and enjoys exploring South Africa's diverse landscapes. However, Keaton is looking for a change outside of banking.

  • Interesting topics

    I’m interested to see what else I can do to make money online or to become a part of a new company in VC or crypto

No responses yet
0