Daniel Coates Email & Phone Number

Rosebank

Investment management and administration of financial intermediary and private client portfolios with the aim of long term sustainable growth through offshore exposure.

Sandton

-Financial statement analysis and structuring/restructuring of client deals relating to property, vehicle, secured as well as unsecured loan financing.-Compilation, presentation and negotiation of deals with the credit forum.-New/additional account credit application.-Understanding a client's financial goals as well as discussing their banking options & risks involved.-Relationship management and new client acquisition, planning, initiating and driving growth tactics (proactive cross selling for expansion).-Identification of value-add opportunities within the existing client base ensuring client retention is maintained.-Marketing, sales and provision of updated information on current and new private banking products.-Establishment and connection of client needs to other divisions of the Investec Group if necessary.-Swift resolution of queries, disputes and other client requests via email, telephonically or face to face.-General administration of client's day to day personal and business banking requirements (payments/transfers, allocation of funds, statement requests, client information updates etc).-Creation and follow up of system tasks for operational processes.-Drafting of loan contract documentation for various vanilla and ad hoc deals.-Liaison with internal stakeholders such as Legal and Shared Services teams.-Facilitation of the collection, delivery, receipt and handling of physical documentation.** I achieved the highest mark(96%) in my group after completing the extensive internal banking training.

Sandton

-Execution of the movement of client funds between multiple internal and external accounts.-Efficient management of system and email inboxes. -Creation of scheduled payments, notice holds and cash-backed guarantees requiring later release. -Payments against financing of property, vehicle and unsecured loans.-Accounts reconciliation and daily balance checks of funds unaccounted for using investigative analysis tools(SmartStream).-Analysis and audit of client cash investment reports.-Stakeholder and team relationship management and liaison.**My proficiency and experience in the payments team also led to me being the 'go to' person for explanations on various technical processes and up-skilling of new employees. I was also involved in various meetings with the Investec SmartStream team to better streamline their processes.

Houghton

-Management and hedging of client's future foreign exchange needs through the execution of forward exchange contracts.-Application of daily fundamental and technical market analysis/calculations to aid decision making.-Maintaining the relationships of the client base while keeping them updated about information concerning economic and market changes.-Synergistic relationship management between clients and their corresponding banks who were predominantly importing/exporting entities.

Sandton

-On-boarding(FICA, Contract Analysis, Data Capture using BDA system) of new clients under various asset management houses for the purpose of either discretionary or non-discretionary equity trading.-Multiple bank account statement reconciliation against investor/trader deposits.-Management of the business relationship between the portfolio managers and the brokerage unit-Generation of daily company reports on Excel:*Revenue*Capital Adequacy*Credit Reporting*Cash Balances-External stakeholder relationship management including the likes of Citadel Wealth.

Bachelor Of Commerce - Bcom, Economics

Modules : Accounting, Econometrics, Law, Strategic management, Quantitative analysis.

National Senior Certificate

Subjects : English, Afrikaans, Maths, Science, Computer Studies, Geography