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Sterrenberg Botha

Sterrenberg Botha

Client Service Advisor

Followers of Sterrenberg Botha567 followers
location of Sterrenberg BothaCity of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Wealth Manager at FNB South Africa

  • Education

    • University of Pretoria/Universiteit van Pretoria

      2013 - 2013
      Bcom Hons Finance and Financial Management Services

    • University of Pretoria/Universiteit van Pretoria

      2009 - 2012
      Bachelor of Commerce (BCom) Investment Management

  • Experience

    • FNB Private Wealth and RMB Private Bank

      Oct 2013 - Dec 2014
      Client Service Advisor

      Duties Included: Transactional BankingService Delivery Practice ApproachAdministration

    • FNB South Africa

      Jan 2015 - Apr 2017
      Private Banker Analyst

      Internal Banker and Relationship Management of a portfolio of Ultra High Net Worth clients held with the Private Banker.Duties Include:Structured Finance.Market Share Growth.Growth of Active Customer Account Base.Understanding of all Transactional Banking and Lending solutions within the FNB Wealth offering.Service Delivery.Client Relationship Management.Corporate Governance Control.

    • FNB Private Wealth

      Apr 2017 - Jan 2020
      Private Banker

    • FNB South Africa

      Jan 2020 - now
      Wealth Manager

  • Licenses & Certifications

    • RE1 (FAIS Compliance)

      Financial Services Board
      Dec 2013

    • CFA Candidate- Passed Level 3

      CFA Institute
      Aug 2019

  • Honors & Awards

    • Awarded to Sterrenberg Botha
      Private Banking Analyst of the year 2016 FNB Private Wealth Sep 2016 Based on highest balanced scorecard achieved for the year ended 30 June 2016.
    • Awarded to Sterrenberg Botha
      Top Consultant Award RMB Private Bank/ FNB Private Wealth Service Suite Jun 2014 Based on service delivered to clients and internal stakeholders as well as best verbal and written communication skills.