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Portia Khoabane

Head : Wealth Management SA | Gauteng Region at Nedbank Private Wealth South Africa
Intro Book
Portia Khoabane, a seasoned banking professional with 12 years of experience, holds an MBA from Wits Business School and a Post Graduate Diploma in Business Administration from the same institution, with expertise in banking, risk management, and financial services.
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Location
City of Johannesburg, Gauteng, South Africa, ZA
Skills
  • Banking
  • Risk Management
  • Credit
  • Strategy
  • Private Banking
  • Show all
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Bio

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Topline AI
Portia Khoabane is a seasoned banking expert with a decade of experience in managing high-net-worth portfolios and driving business growth. As a Head of Wealth Management at Nedbank Private Wealth South Africa, she has successfully implemented regional strategies to meet financial and service objectives, increase market share, and improve client satisfaction. With a strong background in risk management, credit analysis, and financial planning, Portia has consistently delivered results-driven solutions for clients and stakeholders alike.

Credentials

  • Building Accountability into Your Culture
    LinkedIn
    Aug, 2021
    - Apr, 2026
  • Inclusive Mindset
    LinkedIn
    Aug, 2021
    - Apr, 2026
  • A Great Place to Work for All (getAbstract Summary)
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Being an Effective Team Member
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Building Creative Organizations
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Creating a Great Place to Work for All
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Creating Psychological Safety for Diverse Teams
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Demonstrating Accountability as a Leader
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Diversity, Inclusion, and Belonging
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Holding Yourself Accountable
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Making Great Sales Presentations
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Multipliers: How the Best Leaders Make Everyone Smarter (Blinkist Summary)
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Powerless to Powerful: Taking Control
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Psychological Safety: Clear Blocks to Innovation, Collaboration, and Risk-Taking
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Setting Business Unit Goals
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • Supporting the Whole Self at Work, a Diversity and Inclusion Imperative
    LinkedIn
    Jul, 2021
    - Apr, 2026
  • 20 Habits of Executive Leadership
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Becoming Head of Sales: Developing Your Playbook
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Managing Misconduct in the Workplace
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Leading with a Growth Mindset
    LinkedIn
    May, 2021
    - Apr, 2026
  • Collaborative Leadership
    LinkedIn
    Apr, 2021
    - Apr, 2026
  • Executive Presence on Video Conference Calls
    LinkedIn
    Apr, 2021
    - Apr, 2026
  • Leading Your Team Through Change
    LinkedIn
    Apr, 2021
    - Apr, 2026
  • Transitioning from Manager to Leader
    LinkedIn
    Apr, 2021
    - Apr, 2026
  • FSCA FAIS Key Individual
    FSCA South Africa
    Dec, 2020
    - Apr, 2026
  • Own Your Voice: Improve Presentations and Executive Presence
    LinkedIn
    Sep, 2020
    - Apr, 2026
  • Be a Better Manager by Motivating Your Team
    LinkedIn
    Aug, 2020
    - Apr, 2026
  • Communicating in the Language of Leadership
    LinkedIn
    Aug, 2020
    - Apr, 2026
  • Leading at a Distance
    LinkedIn
    Aug, 2020
    - Apr, 2026
  • Leading in Crisis
    LinkedIn
    Aug, 2020
    - Apr, 2026
  • Creating a Culture of Strategy Execution
    LinkedIn
    Jul, 2020
    - Apr, 2026
  • South African Institute of Bankers -CAIB (SA)
    The Institute of Bankers in South Africa - IOBSA
    Dec, 2000
    - Apr, 2026

Experience

  • Nedbank Private Wealth South Africa
    • South Africa
    • Financial Services
    • 500 - 600 Employee
    • Head : Wealth Management SA | Gauteng Region
      • May 2022 - Present

      Growth Driven , Mindful, Selfless & Compassionate Leader | Wealth and Trusted Advisor | Connecting client with more | Relentlessly people centered | Transformational | Stakeholder Alliance | Mentoring and coaching |

    • Private Banking Team Leader
      • Aug 2016 - Oct 2022

      • To manage a Private Banking Team by implementing the regional strategy to meet the regions financial, Sales and service objectives, increase market share, improve client shervice, undertake public relations in the region, maintain risk and operational efficiency and to achieve this through good people management practices which also includes meeting Regulatory and Compliance objectives.

    • Team Manager
      • Jul 2016 - Oct 2022

    • Private Banker
      • Feb 2012 - Oct 2022

      • To grow the Private Banking High Net Worth clients portfolio by means of building relationships, identifying and fulfilling client needs with constant excellent service delivery. To ensure the retention, satisfaction and expansion of clients to meet sales and services objective.• Forge strong relationship by being in contact with clients, do client needs analysis, identify and execute cross selling opportunities. Introduce specialists where necessary such as (Investment and Fiduciary Specialist) to clients for opportunities. Get referrals from clients to generate business leads , facilitate investment, lending transactions. Facilitate credit resolutions , put credit application with relevant motivation on behalf of client, ensure deals goes through, sit with Credit teams depending on size of deals. Ensure deals get approved or not, with good reasons.• Client service- Interpret information for clients. Assist , advise, meet and service all banking needs and concerns as and when required with excellent professionalism, courtesy and urgency. Regular contact so as to know clients well through telephonic, lunches, visits, follow-ups and entertain clients etc. Ensure queries are resolved through quick resolutions and follow ups

  • Nedbank Private Bank
    • Sandton
    • Area Manager
      • Dec 2008 - Jan 2012
      • Sandton

      • To manage a Private Bank suite by implementing the regional strategy so as to meet the suite and regions financial and service objectives, increase market share, improve client service, undertake public relations in the region, maintain risk and operational efficiency and to achieve this through good people management practices which includes meeting FSC objectives. • Drive sales through: Marketing; Campaigns; Client events; Client referrals; Cross selling. Implementation and Management of daily sales activities (SAM). Identify all sales opportunities amongst internal and external stakeholders; Manage expenses against budget; Manage balance sheet growth through sales and retention; Manage Non Interest Revenue and Net Interest Income; Minimise losses (fees, frauds)• Constant evaluation of Client Service; Resolution of escalated complaints; creating a service culture; client visits; client feedback; building relationships with identified top clients and retention of existing client base, Educate team on interpreting results and action points• Ensure that all processes and procedures are adhered to according to Audit, Compliance and Risk; To manage and discipline all staff by implementing effective steps to ensure that the suite complies with laws, regulations and codes of practice relating to its suite; Understanding the market by obtaining , extracting MIS in support of strategic objectives i.e. sales, growth and retention; Implement measurement metrics to ensure that the business achieves its objectives• Build staff capability through: Resource allocation; Staff development (career pathing for staff) and Communication; Performance management; Coaching, HR (IR; Recognition, Recruitment, EE, Talent Management

  • Nebank Private Bank
    • Sandton
    • The Private Banker
      • Dec 2006 - Oct 2008
      • Sandton

      • To ensure customer acquisition, satisfaction & retention in management of High Net Worth assigned portfolio.• Retaining assigned portfolio’s through long-term relationships.• Expanding assigned HNW portfolio through product optimization and profitable cross selling.• Building identified customer portfolios through product optimization and cross selling.• Growing business according to targets• Proactively advising customers on business solutions and personal financial advice.• Attracting quality business in order to achieve growth targets on existing portfolios.• Ensuring proactive risk management within HNW portfolio.• Managing credit and portfolio risk.• Achieving contracted profitability targets for assigned portfolio.• Ensure that resources are optimized within assigned portfolio.• SLA compliance-Compliance SBU & Channel Strategies for product.• Managing own career and personal development.

  • ABSA PRIVATE WEALTH
    • Sandton
    • The Private Banker
      • Feb 2005 - Nov 2006
      • Sandton

      same as above

  • Nedbank
    • Sandton
    • Private Banker
      • Aug 2000 - Jan 2005
      • Sandton

  • FNB South Africa
    • City of Johannesburg, Gauteng, South Africa
    • Bank Trainee
      • May 1994 - Jul 2000
      • City of Johannesburg, Gauteng, South Africa

      Rotational roles with Branch context : Teller , Enquiry Clark Home loan consultant, Securities official - Treasury Holder

Education

  • 2019 - 2021
    Wits Business School
    Master of Business Administration - MBA
  • 2020 - 2020
    Moonstone Business School of Excellence
    Key Individual, Regulatory Exams
  • 2017 - 2017
    Wits Business School
    Post Graduate Diploma in Business Admnistration, Business Administration and Management, General
  • 2014 - 2015
    Milpark Business School
    Post Graduate Diploma in Financial Planning, Financial Planning and Services
  • 2006 - 2011
    Bcomm In Economics
    Bachelor of Commerce (B.Com.), Economics
  • 2006 - 2011
    University of the Witwatersrand
    Bcomm, Economics & Management
  • 2010 - 2010
    MILPARK
    RE EXAMS-FAIS, FINANCIAL SERVICES
  • 1995 - 2004
    Institute of Bankers
    CAIB & Adv Financial Planning Diploma, Financial Planning and Banking
  • 1990 - 1992
    St Martins Anglican School
    High School/Secondary Certificate Programs
  • St Martins Anglican School

Suggested Services

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Industry Focus. “Financial Services”

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