Ryan Kelly Email and Phone Number

Implement wealth management services and develop strong relationships with individuals and businesses to build financial service partnerships through client engagements. Proactively manage structured lending deals, on and off-balance sheet investments, transactional accounts, acquiring new clients, product cross selling, referrals to RMB specialists: wealth managers, fiduciary specialists, financial planners and stock-brokers. Effectively analyse client’s balance sheet to assess transaction… Show more Implement wealth management services and develop strong relationships with individuals and businesses to build financial service partnerships through client engagements. Proactively manage structured lending deals, on and off-balance sheet investments, transactional accounts, acquiring new clients, product cross selling, referrals to RMB specialists: wealth managers, fiduciary specialists, financial planners and stock-brokers. Effectively analyse client’s balance sheet to assess transaction, investment, fiduciary and lending needs. Manage over 380 core clients who are predominantly in the accounting industry, earning greater than R1, 5mil per annum and NAV of greater than R15mil, moreover oversee 40 Ultra High Net worth clients, NAV of more than R100mil. Lending book YTD over R250mil and Investment book YTD over R450mil 2020 – Highest net deposit book growth of R380mil. Selected as first group of private bankers to start the money manager program and go under supervision for the below categories:1. 1.3 Long term insurance Subcategory B12. 1.5 Retail pension benefits3. 1.14 Participatory interest in a collective investment scheme 2019 – Developed and won strategic collaboration with Ernst and Young to assist over 70 partners nationally to fund their partnership loan through a unique structured loan. Prudential limit for EY SA of R120mil presented and approved at regional credit. This involved: Regional credit approval, presented and won EY approval against other banks, implementation nationally to legal, credit, divisional managers, private bankers, attorneys and back office. 2018 - Top performing banker – number 4 overall (Scorecard, profitability growth and profitability of R17mil) 2017 - Identified as the team leader for my cluster (6 people) to report directly to the divisional and regional manager. Selected as first private bankers to go on the Private Wealth Academy course (Content comparable to CFA Level 1) Show less

Actively monitored directly assigned accounts for adherence to investment and asset allocation objectives and policies. Performed tasks such as budgets based on structured lending, home loans, asset finance, treasury, foreign exchange, new to bank, new to the segment, short term insurance referrals, wills, and financial planning. Accurately managed an existing base of 300 professional clients, business clients' needs and industry change, also industrialised financial planning for the… Show more Actively monitored directly assigned accounts for adherence to investment and asset allocation objectives and policies. Performed tasks such as budgets based on structured lending, home loans, asset finance, treasury, foreign exchange, new to bank, new to the segment, short term insurance referrals, wills, and financial planning. Accurately managed an existing base of 300 professional clients, business clients' needs and industry change, also industrialised financial planning for the business clients to maximize revenue and profit for business. Established a portfolio of revenue generating client relationships, and facilitated unique financial and investment objectives and requirements, and collaborated with clients through meetings, calls and custom designed events. Show less

Continually built a network of external partners to further enhance the client's experience and meeting needs. Headed budgets based on lending, treasury, foreign exchange, primary account usage, acquisitions and interactions with clients. Trained new private bankers on the systems and processes. Spearheaded salaried chartered accountants of 460 clients, as well as educated and recommended client's consumer banking, business, and credit solutions beneficial to their… Show more Continually built a network of external partners to further enhance the client's experience and meeting needs. Headed budgets based on lending, treasury, foreign exchange, primary account usage, acquisitions and interactions with clients. Trained new private bankers on the systems and processes. Spearheaded salaried chartered accountants of 460 clients, as well as educated and recommended client's consumer banking, business, and credit solutions beneficial to their needs. Resourcefully maintained strong relationship with internal banking partners and business opportunities in addition to presenting complete client financial plans in order to sell retail banking products. Show less

 Offered full-service banking to high value clients and oversees a portfolio of account relationships. Liaised to internal departments, and consulted with customer’s financial needs, recommends product, solutions, and financial services.  Instigated transactional banking, foreign exchange, lending and treasury requirements and daily queries, controlled multi-task and stress management. Promoted a full array of wealth management and private banking products and services, including… Show more  Offered full-service banking to high value clients and oversees a portfolio of account relationships. Liaised to internal departments, and consulted with customer’s financial needs, recommends product, solutions, and financial services.  Instigated transactional banking, foreign exchange, lending and treasury requirements and daily queries, controlled multi-task and stress management. Promoted a full array of wealth management and private banking products and services, including deposit accounts, cash management, and products. Show less

 Expertly coordinated with very high net worth individuals (Gross Income of R5m+ per annum and NAV of R25m+ or NAV of R50m+), and internal and external stakeholders to executed and develop holistic transactional banking solutions. Executed tasks such as, created marketing material, logistics and daily dealings with clients, external consultants and the heads of all national branches, also replied promptly and resolved customer questions and complaints.

 Provided excellent customer service and built relationships with clients, sustained high levels of professionalism while delivering great service. Presented exceptional customer service for numerous clients, in addition managed accounts and reviewed client issues.