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Nico Jacobs personal email
I am an admitted Advocate of the High Court in South Africa and banker that was previously employed at Nedbank Private Wealth as a Private Banker to manage a portfolio of high-net worth clients. Seeking to bring 27 years of sound banking experience at different levels of banking, management and administration, to a Legal/Compliance or Risk position.I possess a diverse set of qualifications, including a Certificate in Banking, Credit Diploma, Advanced Credit Diploma, BComm in Banking Management (With Specialisation in Credit), Regulatory Examination Certificate RE5: Representatives, Bachelor of Laws (LLB), and a Master's in Business Administration (MBA). Additionally, I hold certificates in Aids Counselling and Negotiation Skills, showcasing my commitment to continuous learning and development.My skills encompass strategic operations, planning, people management, problem-solving, policy development, conflict management, verbal and written communication, leadership, report writing, decision-making, technical analytical skills, project management, negotiation skills, and financial management. I am proficient in MS Word, Excel, Outlook, and PowerPoint, with a solid understanding of research methodology, PFMA, MFMA, governance in local government, legal and administration, support services, and public administration. Studying of case dockets, do court case write-ups, drafting of legal documentation such as Notice of Motions; Founding Affidavits; Particulars of Claim; Heads of Argument and the drafting of legal opinions.Having served as a councillor at Standerton Transitional Local Municipality and Acting Finance Manager at Bankfin Sandton, I bring a unique blend of public service and private sector experience that will contribute to the effective functioning of any organisation. With my extensive background in banking and management, combined with my academic achievements, I am confident in my ability to contribute effectively to your team and fulfill the responsibilities of any job.Specialities: Vehicle and Asset Finance which includes commercial financing like mining equipment, aviation, marine and personal financing. Credit and Risk analysis, financing, franchising and start-up business financing.
Law Practice · Self-Employed
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Advocate Of The High Court In South AfricaLaw Practice · Self-Employed Oct 2024 - PresentCity 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.
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PupilNational Bar Council Of South Africa Feb 2022 - Feb 2023City 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.
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Private BankerNedbank Private Wealth South Africa Dec 2016 - Jan 2022Sandton• 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. -
Personal Relationship BankerNedbank Dec 2010 - Dec 2016SandtonMANAGING 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. -
Manager: Small Business ServicesNedbank Jan 2008 - Dec 2010Melrose 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. -
Credit AnalystAbsa Bank Apr 2005 - Jan 2008City 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. -
Client Liaison OfficerAbsa Bank Nov 2003 - Apr 2005City Of Johannesburg, Gauteng, South AfricaLiaise 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. -
Business AnalystAbsa Group May 2003 - Nov 2003Boksburg, Gauteng, South Africa• Analysing Financial statements. Preparation of credit approvals, cash flow statements, getting approvals for overdraft facilities, LDP's, Commercial Bonds. -
Officer Finance, Supervisor And Acting Finance Manager (Bankfin)Absa Group May 1994 - Apr 2003Ermelo, Mpumalanga, South AfricaOfficer 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.
Nico Jacobs Skills
Nico Jacobs Education Details
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Leselo Examination BodyRegulatory Exam -
People Management And Development ServicesModerator Development Programme -
People Management And Development ServicesAssessor Development Programme -
Milpark Business SchoolBusiness Administration And Management, General -
The Institute Of Bankers In South AfricaAssociate (Caib) -
The Institute Of Bankers In South AfricaCredit -
The Institute Of Bankers In South AfricaCredit -
The Institute Of Bankers In South AfricaBanking
Frequently Asked Questions about Nico Jacobs
What company does Nico Jacobs work for?
Nico Jacobs works for Law Practice · Self-Employed
What is Nico Jacobs's role at the current company?
Nico Jacobs's current role is Advocate of the High Court in South Africa.
What is Nico Jacobs's email address?
Nico Jacobs's email address is ni****@****k.co.za
What schools did Nico Jacobs attend?
Nico Jacobs attended University Of South Africa/universiteit Van Suid-Afrika, Leselo Examination Body, People Management And Development Services, People Management And Development Services, Milpark Business School, Damelin, The Institute Of Bankers In South Africa, The Institute Of Bankers In South Africa, The Institute Of Bankers In South Africa, The Institute Of Bankers In South Africa.
What skills is Nico Jacobs known for?
Nico Jacobs has skills like Banking, Management, Analysis, Investments, Portfolio Management, Credit, Business Strategy, Negotiation, Finance, Financial Risk, Risk Management, Start Ups.
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Nico Jacobs
Senior Process Engineer @ Lumotech (Pty) Ltd | Manufacturing Engineering, Process EngineeringPort Elizabeth
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