Relationship Manager
Current- Managing an Ultra High Net Worth portfolio of clients with investible assets of R10 million upwards.
- Providing advice on Foreign Direct Investment products and Direct Offshore hard currency investment funds.
- Arranging structured finance facilities to meet client’s needs.
- Providing transactional banking advice and service to my portfolio of clients.
- First point of contact for all clients transactional banking requirements which will include the complete spectrum of transactional banking accounts, Investments accounts, Foreign Exchange requirements, Non resident.
- Processing of Home Loans, VAF credit applications and all personal facility applications and Management of Credit Fulfillment functions on behalf of Relationship Managers.