Adel Jonas
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Adel Jonas Email & Phone Number

Location: City Of Johannesburg, Gauteng, South Africa 4 work roles 7 schools
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Role
Financial Services
Location
City Of Johannesburg, Gauteng, South Africa
Company size

Who is Adel Jonas? Overview

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Quick answer

Adel Jonas is listed as Financial Services at Nedbank Private Wealth South Africa, a company with 454 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Adel Jonas.

Adel Jonas previously worked as Private Banker at Nedbank Private Wealth South Africa and Senior Private Banker at Rmb Private Bank. Adel Jonas holds Advance Certificate Financial Planning, Finance And Financial Management Services from Milpark Education - School Of Financial Planning And Insurance.

Company email context

Email format at Nedbank Private Wealth South Africa

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Nedbank Private Wealth South Africa

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Profile bio

About Adel Jonas

Dealmaker and value creator with the ability to influence, persuade and negotiate at highest levels with experience in business front end, including client management, networking, business development and sales.Advance Certificate in Financial Planning - Milpark.30 years of experience in the banking industry, has built a network of high net-worth individuals dealing with their financial portfolios addressing banking, investment, lending and financial planning needs. She displays agility in dealing with the demands of a highly competitive and pressurised work environment.Passion for making a difference for people in their personal and business environments as well as giving back in way of charity.

Current workplace

Adel Jonas's current company

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Nedbank Private Wealth South Africa
Nedbank Private Wealth South Africa
Financial Services
sandown, gauteng, south africa
Employees
454
AeroLeads page
4 roles

Adel Jonas work experience

A career timeline built from the work history available for this profile.

Private Banker

Current

South Africa

 To effectively build relationships with high net worth clients by assessing their personal and business needs with constant excellent service.  To ensure retention, deliver superior service in order to meet sales and service objectives. To manage and service a portfolio of high net-worth private banking clients Distinguish client purchasing motives.

May 2024 - Present

Senior Private Banker

Sandton, Johannesburg

(Managing clients with a net asset worth in excess of R10m.)The client portfolios I manage require more of a balance sheet approach as they are more complex and tailor-made to suit the client's individual needs.

Nov 2014 - Nov 2023

Senior Private Banker

Johannesburg

(Captain of Industries - annual earnings in excess of R1,500,000 per annum) - Effectively buil relationships with high net worth clients by assessing their personal and business needs with constant excellent service. - Ensured retention, deliver superior service in order to meet sales and service objectives.- Managed and service a portfolio of high.

Jul 2003 - Nov 2014

Manager: Customer Consultant

Standard Bank Sandton City

- Monitored new clients.- Ensured the quality of service provided by the bank met the laid down service levels.- Managed and monitored the manner in which staff communicated with customers.- Monitored customer complaints.- Ensured that prompt remedial action is taken when necessary.- Instituted and managed a program of customer care, which ensured customer.

Jan 1991 - Jul 2003
Team & coworkers

Colleagues at Nedbank Private Wealth South Africa

Other employees you can reach at nedbankprivatewealth.co.za. View company contacts for 454 employees →

7 education records

Adel Jonas education

Trusts And Taxation, Estate Planning

Milpark Business School

Certified Financial Planning

Milpark Busness School

Wills And Administration Of Deceased Estates 2009.

Milpark Business School

Marketing Diploma

Damelin

Leadership Development Program

Gibbs Institute Of Science University Of Pretoria

Matric

Hoerskool Montana
FAQ

Frequently asked questions about Adel Jonas

Quick answers generated from the profile data available on this page.

What company does Adel Jonas work for?

Adel Jonas works for Nedbank Private Wealth South Africa.

What is Adel Jonas's role at Nedbank Private Wealth South Africa?

Adel Jonas is listed as Financial Services at Nedbank Private Wealth South Africa.

Where is Adel Jonas based?

Adel Jonas is based in City Of Johannesburg, Gauteng, South Africa while working with Nedbank Private Wealth South Africa.

What companies has Adel Jonas worked for?

Adel Jonas has worked for Nedbank Private Wealth South Africa, Rmb Private Bank, and Standard Bank Group.

Who are Adel Jonas's colleagues at Nedbank Private Wealth South Africa?

Adel Jonas's colleagues at Nedbank Private Wealth South Africa include Phindile Mahlangu, Nita Pennacchini, Louisa Nembilwi, Knowledge Khoza, and Omash Bassdev.

How can I contact Adel Jonas?

You can use AeroLeads to view verified contact signals for Adel Jonas at Nedbank Private Wealth South Africa, including work email, phone, and LinkedIn data when available.

What schools did Adel Jonas attend?

Adel Jonas holds Advance Certificate Financial Planning, Finance And Financial Management Services from Milpark Education - School Of Financial Planning And Insurance.

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