Leilarny (Lee) Smith

Experience

• 

  Nedbank

  May 2017 - Oct 2019

  Financial Planner

  Doing financials needs analysis for client in life insurance, investment and retirement.

• 

  FNB South Africa

  Aug 2017 - now

  Private Client Advisor

  I am a seasoned private advisor at FNB Private Clients/Wealth/RMB Private Bank with a background in private banking and a strong focus on providing comprehensive financial solutions tailored to my clients’ 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 priorities 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 Clients/Wealth/RMB Private Bank, 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. Show less