SIBONGILE E.
Mid-Level Investment Portfolio Administrator
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Sibongile E. is a proficient Investment Manager with extensive experience in the financial and investment sectors, primarily gained at ABSA Bank. She served as an Investment Portfolio Administrator from 2007 to 2014 and then advanced to an Acting Investment Manager from 2014 to 2021. Sibongile specialized in providing investment quotations and rates for various markets, including Public Sector, Premium Value, Growth, Enterprise, and Professional Markets. She demonstrated strong analytical skills and was adept at problem solving while managing client service aspects and ensuring compliance with documents. Proficient in Microsoft Office, she effectively interacted with clients for daily maturities, processed client requests, and supported cross-selling and retention activities. Her educational background includes FAIS Compliance (RE5) and BANKSETA NQF Level 6 in Financial Solutions. Fluent in both English and isiZulu, she brings a strong command of effective communication to her role, enhancing her ability to serve clients effectively.
Experience
Acting Investment Manager
ABSA BANK · 2014 — 2021Generated investment quotations and rates for the Public Sector and other markets. Collaborated with the Treasurer for special pricing arrangements and supplied spreadsheets to the Pricing Team. Maintained client relationships by updating them on daily maturities and processing client requests, re-investments, and payouts. Assisted in cross-selling and retention strategies for the portfolio and provided support to Relationship and Transactional Bankers. Managed the opening and closing of current accounts, as well as loading and deleting stop orders and debit orders.Investment Portfolio Administrator
ABSA BANK · 2007 — 2014Issued investment quotations for Public Sector, Premium Value, Growth, Enterprise, and Professional Markets. Assisted with compliance documents and facilitated client onboarding by coordinating signatures. Managed the opening and closing of various investment accounts including Fixed Deposits and Demand Investment Accounts. Handled internal and external payments.Client Service Consultant
ABSA BANK · 2003 — 2007Supported client inquiries and provided assistance in a customer service capacity.Teller
ABSA BANK · — — 2003Performed transactions involving cash handling and customer account management.Sales Support
ABSA BANK · 1998 — 2003Aided in office administration tasks, including issuing bank statement requests and managing internal and external correspondence.
Skills & Expertise
Education
- NQF LEVEL 6 - FINANCIAL SOLUTIONSBANKSETA · — — 2010
- NQF LEVEL 5 - CERTIFICATE IN BANKINGBANKSETA · — — 2010
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