Experience

Ozow

• South Africa
• Financial Services
• 100 - 200 Employee

• Client (Partner) Success Manager

  • Apr 2022 - Present

  I build and maintain trusted relationships with clients. I ensure seemless transition of new clients and adoption of products. Through collaboration with various sponsors and clients, I design and execute a success plan for each client while driving growth opportunities. I also establish a standard cadence of communication and conduct regular client reviews. I build and maintain trusted relationships with clients. I ensure seemless transition of new clients and adoption of products. Through collaboration with various sponsors and clients, I design and execute a success plan for each client while driving growth opportunities. I also establish a standard cadence of communication and conduct regular client reviews.



KPMG South Africa

• South Africa
• Business Consulting and Services
• 700 & Above Employee

• Priority Accounts Manager

  • Oct 2019 - Mar 2022

  I manage relationships with key stakeholders, provide strategic input to account plan strategies & strategic support to lead partners and client service teams to define and build the Priority Account Program and collect insights and analysis on account performance and market trends. I manage relationships with key stakeholders, provide strategic input to account plan strategies & strategic support to lead partners and client service teams to define and build the Priority Account Program and collect insights and analysis on account performance and market trends.



FNB South Africa

• South Africa
• Banking
• 700 & Above Employee

• Private Banker

  • Jan 2019 - Sep 2019

  I acquire new clients and develop, maintain and expand a client portfolio through proactively building strategic key relationships. This is also done with the existing client base.I work closely with financial planners, portfolio managers, credit managers & other stakeholders to provide a suitable value-add solutions for the client.

• Private Banking Analyst

  • Apr 2016 - Dec 2018

  I proactively acquire new clients and develop, maintain and expand a client portfolio through professional and personalised relationships with high net worth clients. I manage clients portfolio though a provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

• Private Wealth Support Banker

  • Feb 2014 - Mar 2016

  Perform client account and profile maintenance and transactional banking solutions to effectively resolve client requests. Ensure query resolution. Provide an efficient administration service to clients and private bankers. Interact with product houses and other departments to ensure efficient service delivery. Ensure processes are followed and request completion in line with risk and compliance. Track and measure service delivery on Microsoft Dynamics CRM.



PwC South Africa

• South Africa
• Business Consulting and Services
• 700 & Above Employee

• Consultant 2

  • Jul 2013 - Jan 2014

  I worked in the Business Technology Management department where I resolved software problems for the Aura auditing software. Through the understanding of audit methodology I was able to assist users resolve system issues experienced in Aura. I worked in the Business Technology Management department where I resolved software problems for the Aura auditing software. Through the understanding of audit methodology I was able to assist users resolve system issues experienced in Aura.



EF Education First

• Switzerland
• Education Management
• 700 & Above Employee

• Online English Teacher & Supervisor

  • 2009 - 2013

  As a supervisor, I managed a team of nightshift teachers in order to meet standards and deliverables required. As an English teacher, teach business professionals all over the world via Adobe virtual classroom English in a group setting or a one on one session English conversational skills and anything specific to their job. I would teach content created by me, by student and company. Some specific subject matters taught were aviation, finance and banking. As a supervisor, I managed a team of nightshift teachers in order to meet standards and deliverables required. As an English teacher, teach business professionals all over the world via Adobe virtual classroom English in a group setting or a one on one session English conversational skills and anything specific to their job. I would teach content created by me, by student and company. Some specific subject matters taught were aviation, finance and banking.