Nico Jacobs Email & Phone Number

City Of Johannesburg, Gauteng, South Africa

• Attending of court cases.• Consultation with attorneys and clients.• Study case dockets. • Court case write-ups. • Drafting of legal documentation such as: ➢ Notice of Motions. ➢ Founding Affidavits.➢ Particulars of Claim. ➢ Legal opinions.➢ Heads of Argument. • Legal research. • Knowledge of the South African Constitution and other South African Laws and Legislation.

City Of Johannesburg, Gauteng, South Africa

• Attending of court cases with Supervisor (Mentor). • Attending of meetings with Supervisor (Mentor) to consult with clients. • Court case write-ups. • Drafting of legal documentation such as: ➢ Notice of Motions. ➢ Founding Affidavits. ➢ Particulars of Claim. ➢ Legal opinions. • Legal research. • Knowledge of the South African Constitution and other South African Laws and Legislation.

Sandton

• Managing a portfolio of high-net worth clients in Nedbank Private Wealth.• Responsible for selling to and networking within an existing client base to cross-sell and generate new business.• Deliver a quality CRM service to existing clients.• Provide financial advice to clients on: Lending products (Including Structured Lending Products) and Investment products (Wealth Management Services).• Provide transactional / banking and finance advice and assistance to clients.• Assess customer income. • Liaise with Credit Assessment Department i.r.o. submitted applications.• Liaise with legal services w.r.t. legal issues i.r.o. complexed applications. • Liaise with Guarantees Department w.r.t. drafting of standard and non-standard guarantees. • Drafting, reviewing and amending documentation.• Collaborating across teams, departments and jurisdictions in a fast paced, intellectually rigorous environment.• Proactive engagement with clients with a view towards building and maintaining strong client relationships. • Responsible to handle client complaints and build relationships with clients.• South African Banking regulations and Banking standards NCA, FICA, FAIS and TCF. • Basel II, Risk and Control Identification and Assessment.

Sandton

MANAGING AN INTERNAL PORTFOLIO OF HIGH-VALUE CLIENTS IN NEDBANK PRIVATE BANK. 1) Responsible for selling to and networking within an existing client base to cross-sell and generate new business.2) Deliver a quality CRM service to existing clients.3) Provide financial advice to clients on: Lending products, Investment products (local and international) and Fiduciary services.4) Assess customer income. 5) Liaise with Credit Assessment Department i.r.o. applications.6) Responsible to handle client complaints and build relationships with clients.

Melrose Arch

• Drive sales by mining database• Selling of banking products, e.g. Current Accounts, Investments, Home Loans, Commercial Property, Term Loans, Vehicle and Asset Finance, FEC's. • Responsible for mentoring and coaching 6 branches within region in Small Business Services. • Managing 1 banker within the Melrose Arch Branch. • Responsible for managing the Balance Sheet of Small Business Services at branch.• Stand in Branch manager as and when required. • Liaise with Credit Assessment Department i.r.o. applications. • Liaise with legal services w.r.t. legal issues i.r.o. applications. • Responsible to handle client complaints and build relationships with clients.

City Of Johannesburg, Gauteng, South Africa

• Attend meetings with business development officer with prospective clients. • Structuring of deals – Aircraft, Marine, Mining Equipment, Truck • Responsible for the analysing of financials and packaging of credit applications (HVWP) as per ABSA Bank requirements. • Cash flow modeling and calculations on applications. • Liaising with Absa Legal Services in structuring deals. • Preparing of facility letters for clients. • Assisting BDO with other related tasks, such as providing accurate and timeous management information on all clients within their portfolios. • Request the release of securities. • Prepare weekly report on status of applications that was send to credit. • Signing up of clients when required by BDO. • Standing in for Client Liaison Officer. • Standing in for BDO.

City Of Johannesburg, Gauteng, South Africa

Liaise with suppliers w.r.t. invoicing of new vehicles and equipment. Assisting Business Manager with administrative tasks.Standing in for Business Manager to liaise with clients and marketing Absa Vehicle and Asset Finance products (e.g. Mining Equipment Finance, Marine Finance, Aviation Finance and BEE Venture Financing). Capturing of Security Documentation and finalising files for payout on concluded deals.

Boksburg, Gauteng, South Africa

• Analysing Financial statements. Preparation of credit approvals, cash flow statements, getting approvals for overdraft facilities, LDP's, Commercial Bonds.

Ermelo, Mpumalanga, South Africa

Officer Finance (Ermelo) - Drawing of contracts, checking of securities, paying of dealers on concluded transactions. Supervisor (Standerton) - Managing 2 x Officer Finance, responsible for the creation of accounts on the main system and sign-off on files for payment to dealers on concluded deals. Acting Finance Manager (Sandton) - Managing 5 x Officer Finance, Assessment of vehicle finance applications, liaison with dealers and sign-off on concluded deals for payment.

Bachelor Of Laws (Llb), Law

Fais Certificate - Re5: Representative, Regulatory Exam

Conduct Moderation Of Outcomes-Based Assessments – At Nqf Level 6, Moderator Development Programme

Conduct Outcomes-Based Assessments – At Nqf Level 5, Assessor Development Programme

Master Of Business Administration - Mba, Business Administration And Management, General

Subjects Management at the Functional Level, Financial Management and Decision Making, Project Innovation, The Managerial Environment.

Bcomm In Banking Management, Specialisation In Credit

Subjects Banking 310, Banking 320, Business Management 310, Financial & Management Accounting, Management Of Credit Risk, Relationship.

Diploma, Associate (Caib)

Advanced Diploma, Credit

Diploma, Credit

Certificate, Banking