Ursula Willis

Ursula Willis Email and Phone Number

Ultra-High Net Worth Advisor FNB Private Wealth Pretoria @
Ursula Willis's Location
South Africa, South Africa
Ursula Willis's Contact Details

Ursula Willis personal email

n/a

Ursula Willis phone numbers

About Ursula Willis

I am a seasoned private advisor at FNB Private Wealth with a background in private banking and a strong focus on providing comprehensive financial solutions tailored to my client’s individual needs. To prepare for the role, I underwent specialist training to become an expert across key financial management pillars, including transactional banking, investing, lending and insure.My clients rely on me to guide them through every stage of their financial journey. I prioritise building strong relationships, based on trust and understanding, ensuring my clients feel supported and empowered to make informed financial decisions to realise their financial aspirations and protect their wealth.With FNB Private Wealth, my clients also benefit from integrated advice that goes beyond traditional banking. This enables them to assess and address their evolving needs and wealth aspirations. And by leveraging innovative banking and wealth management tools, I’m able to provide them with unbiased guidance to safeguard and build on their financial well-being and legacy.Let's collaborate to reimagine your financial potential and create a lasting legacy.

Ursula Willis's Current Company Details
FNB Private Wealth

Fnb Private Wealth

Ultra-High Net Worth Advisor FNB Private Wealth Pretoria
Ursula Willis Work Experience Details
  • Fnb Private Wealth
    Ultra-High Net Worth Advisor
    Fnb Private Wealth Aug 2014 - Present
    Menlyn, Pretoria
  • Absa Private Bank
    Private Banker
    Absa Private Bank 2001 - Jul 2014

Ursula Willis Skills

Portfolio Management Banking Private Banking Relationship Management Risk Management Financial Risk Credit Risk Wealth Management Retail Banking Credit Investments Commercial Banking Financial Services Credit Analysis Loans Investment Advisory Financial Markets Asset Management Financial Planning Strategic Financial Planning Financial Advisory Investment Banking Insurance Mortgage Lending Equities Wealth Wealth Management Services Market Risk Crm Business Strategy Retirement Planning Structured Products Investment Strategies Accounting

Ursula Willis Education Details

Frequently Asked Questions about Ursula Willis

What company does Ursula Willis work for?

Ursula Willis works for Fnb Private Wealth

What is Ursula Willis's role at the current company?

Ursula Willis's current role is Ultra-High Net Worth Advisor FNB Private Wealth Pretoria.

What is Ursula Willis's email address?

Ursula Willis's email address is ur****@****a.co.za

What is Ursula Willis's direct phone number?

Ursula Willis's direct phone number is +277812*****

What schools did Ursula Willis attend?

Ursula Willis attended University Of The Free State/universiteit Van Die Vrystaat.

What skills is Ursula Willis known for?

Ursula Willis has skills like Portfolio Management, Banking, Private Banking, Relationship Management, Risk Management, Financial Risk, Credit Risk, Wealth Management, Retail Banking, Credit, Investments, Commercial Banking.

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