Experience

Capital Legacy

• South Africa
• Financial Services
• 300 - 400 Employee

• Franchise Principle

  • Feb 2020 - Present

  Administration of Deceased Estates Drafting of Trust Deeds Drafting of Wills Administration of Deceased Estates Drafting of Trust Deeds Drafting of Wills



Standard Bank, ZA

• Fiduciary Services Manager

  • Nov 2013 - Jan 2020

  • Overseeing daily business activities with meticulous attention to detail• Managing the sales and distribution of trusts, wills and complex estate plans• Supervising, coaching, training, motivating and mentoring personnel, setting clear goals and expectations, providing relevant feedback and discipline as required• Establishing, implementing and overseeing effective systems, processes and controls to drive sales and meet revenue targets• Building strong working relationships and effective communication channels with clients and other key stakeholders• Risk and compliance management• Managing costs, budgets and forecasts• Performing as a strong leader of a cohesive team with strict enforcement of statutory regulations, quality standards and governance processes • Awarded for Top New Sales in 2016 Show less

• Relationship Banker

  • Aug 2011 - Nov 2013

  • Managing money and overseeing financial activities of high net-worth clients• Developing strong working relationships with clients, managing a portfolio of six hundred accounts• Providing exemplary customer service and banking services such as personal cash management, secured and unsecured credit, investment management and interest services

• Financial Advisor

  • Apr 2009 - Aug 2011

  • Assessing the financial needs and individuals, assisting with investment, taxation laws and insurance decisions