Bianca Steyn Email and Phone Number
Ambitious and self-motivated individual seeking a fast-paced and challenging environment where 6 years of professional experience, extensive analytical and quantitative skills, accompanied with a strong passion for the finance industry can be put to use to enable accurate financial decision-making.
Carrick Wealth
View- Website:
- carrick-wealth.com
- Employees:
- 139
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Client Relationship ManagerCarrick Wealth Oct 2024 - PresentCentury City -
Sales Support SpecialistAbsa Group Jan 2023 - Sep 2024Cape Town, Western Cape, South AfricaExpansive entrepreneurial experience and commercial analytical thinking through the current Ultra-high net worth portfolios I manage ranging between R1.5 – R5 million per annum including complex structures linked up to incorporated accounts, practices and entrepreneurs in both professional andnon-professional capacities.Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and executing of client requirements.Business Development: Achieve financial targets and set out tactical plans toachieve KVD.Risk Management: Ensure that portfolio meets the required risk managementstandards. -
Customer Service ConsultantAbsa Group Mar 2017 - Dec 2022Provide high quality customer service on a wide variety of banking matters to establish and maintain good professional relationships with relevant stakeholders to remain abreast of their needs and issues. Achieved a 102% same-day pass rate in my role for highly responsive processing of nonmonetary requests. Resolve customer inquiries, problems and complaints with scope of authoritywhile proactively using service to sales techniques to provide solutions for current financial needs.Monitor and control risk associated with the Customer by ensuring that all activities performed in providing Customer Services comply in all respects with Absa's risk and compliance policies and procedures as well as legal and regulatory requirements.
Bianca Steyn Education Details
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Bachelor Of Commerce Honours -
Strategic Management -
National Senior Certificate
Frequently Asked Questions about Bianca Steyn
What company does Bianca Steyn work for?
Bianca Steyn works for Carrick Wealth
What is Bianca Steyn's role at the current company?
Bianca Steyn's current role is Client Relationship Manager, Carrick Wealth (BCom Strategic Management).
What schools did Bianca Steyn attend?
Bianca Steyn attended Regent Business School, Varsity College, Parow High School.
Who are Bianca Steyn's colleagues?
Bianca Steyn's colleagues are Talia Mclaren, Sion Gelgor Ca (Sa), Claude Letsholo, Vincent Scharneck, Hlumelo Mnyute, Paul Scheepers, Thaabiet Domingo.
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Bianca Steyn
Operations & Marketing Maven | Driving Excellence In Tourism & Hospitality | Dedicated To Regional Operations ExcellenceRandburg -
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