Stephan Bothma Email & Phone Number

Johannesburg Area, South Africa

Client Portfolio Executive at FNB Business Banking. Acquiring of new business and client relationships in the segment for enterprises with a turnover exceeding R60m per annum. Transactions will include, but are not limited to Leverage Finance, Debtor Finance , Commercial Property Finance , Franchising ,Commercial Investments and Transactional Banking for business.

Johannesburg Area, South Africa

Manage the relationship of a Wealthy and High Income base of clients by being a trusted advisor and implementing financial solutions with the expertise of specialists. The objective is to optimise the existing base through analysis of clients` current banking structures and proposals of relevant solutions. Ensure that Bank gain clients full share of wallet. Cement client relationships. Identify complex client requirements for specialist intervention. Compilation of proposals to credit committee. Implementation,management and reporting on client campaigns. Ensure broad based understanding of product offering and competitor product offering. Member of the Private Banking JHB Junior Board. Forum was established to create a platform for potential leaders to get exposure to strategic initiatives and the implementation thereof.

Johannesburg Area, South Africa

Delivering customised investment solutions to a portfolio of high net worth clients and creating value for the Bank. Cross-selling the rest of the offerings available within the FNB Wealth segment and collaborating with various product houses in the group to increase VSI of client base.

Johannesburg Area, South Africa

Worked at FNB Private Clients as a Structured Lending Specialist. Duties included marketing structured lending solutions to the Bank`s clients and to optomise the rest of the offerings available in the group to a very competitive market. Managed a portfolio in excess of R600 million. Received an award for writing the most structuring fees during the financial year.Part of the duties as a Structured Lender included property finance deals across a broad spectrum,inclusive of commercial property finance,agricultural and residential developments. Successfully completed an accredited diploma in commercial property finance through the University of Pretoria.Past investment experience enabled me to have a comprehensive view of my clients` needs and to structure the appropriate solutions for effective tax and estate planning. Assisted with training sessions for our new recruits on an ongoing basis. Was a member of the Business Improvement Forum to come up with new ideas in process flows in the business and simplifying the sales cycle.

Johannesburg Area, South Africa

Worked as an External Merchant Banker for RMB Private Bank. Was involved with the setting up of an office in Brooklyn,Pretoria,creating brand awareness in a new market segment and actively marketing the Bank`s products and services in that region. Achieved top performer banker status for two consecutive years as well as top five producer status on a national level. Managed a lending portfolio in excess of R400 million.

Johannesburg Area, South Africa

Worked as a Merchant Banker at Origin Merchant Bank a division of RMB Holdings. Marketing and cross-selling structured lending products to high net worth individuals in their personal and business capacities.Control,maintain,grow and monitor a portfolio in excess of 300 clients. Meet budget,maintain a high level of client service and resolve daily complaints. Control bad debts and constantly strived and succeeded to be one of the top performers in the company at all times. Managed a sales team of 27 bankers for 6 months while the divisional manager was on maternity leave.

Johannesburg Area, South Africa

Financial planner at Nedcor Personal Financial Planning Division. Serviced the clients of five Nedbank branches. Duties included personal financial analysis,retirement planning,giving advice on investments,tax relief,unit tusts and short term insurance.

Johannesburg Area, South Africa

Sales representative for Old Mutual,selling Life Insurance,Unit Trusts and doing Estate Planning for clients. Became a member of the 51 Club within first year of production. Was nominated and achieved top performer / salesman status on various occasions. Qualified as Top 50 performer in the country on Unit Trust sales. Received special manager discretion award in 1996 for sales. Served as secretary of the 51 Club for this period. Ranked 11th for Top Unit Trust producers on a national level at the time.

Johannesburg Area, South Africa

Worked in various departments of the Bank as a administrator. Assisted clients with daily transactional banking that included investments,current acounts,forex accounts and general enqueries on a daily basis.Was one of the local organizers and co-ordinators of the World Corporate Games held in South Africa.