Melanie Else Email & Phone Number

Hyde Park

• 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, Exchange control and Offshore Banking requirements.• Processing of Home Loans, VAF credit applications and all personal facility applications and Management of Credit Fulfillment functions on behalf of Relationship Managers.• To ensure that transactional Banking cross selling opportunities are maximized to enhance transactional banking revenue streams whilst minimizing operational losses.• Keep abreast of economic trends and indicators to add value to client’s interactions

Sandton

• Take the bank to the client.• To provide a responsive, pro-active, proficient and efficient personal relationship banking service to a portfolio of Private Banking clients, to grow market share and to retain existing business, as well as to alert clients of wealth creation opportunities offered by the Group and expand share of wallet.• Adding value to a portfolio of high net worth clients through building of relationships and provision of superior service.• Delegation of administration duties to the assistant.• To provide a superior level of service to a portfolio of clients.• Plan, initiate and drive sales incentives.• Attract new business by identifying quality clients and their potential value to the business.• Addressing the borrowing needs of the portfolio. Arranging structured finance facilities to meet the client’s needs.• Retention. Managing client profiles to increase share of wallet.• Identify and manage client and operation risk• Building relationships by consistently offering a professional service and advise in a one stop banking proposition.• Proactively identify financial needs of the customers in the portfolio and provide financial solutions by marketing the Banks range of products and services.• Understanding the lending process and limit / risk management.• Networking and building relationships internally and externally.• Keeping abreast of competitor info, activities, new products and procedures.