Certified Financial Planner@ Nedbank Private Wealth International
City of Johannesburg, Gauteng, South Africa
Cathy Sequeira
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Samuel Merritt University
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Tell me more about Cathy Sequeira?
FlashIntel GPTCathy Sequeira is a highly experienced professional with 15.5 years of work experience in the banking industry. She specializes in wealth planning and personal finance, with a focus on health and retirement planning. Cathy has a strong background in risk management and business strategy. She has worked with ABSA brokers to provide holistic solutions and has been involved in planning and strategies for ABSA staff and customers. Cathy's expertise and knowledge make her a valuable asset in the field of finance.
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About
My studies at GIBS in Wealth Management and my working experience in the banking industry working with and assisting customers in wealth planning and personal finance is extensive. My present studies are specialized in the fields of health and retirement planning whilst my financial banking experience will aid in financial wealth of the employees thus being in a position to provide a holistic solution. Further I have been assisting ABSA brokers with planning and strategies to award both ABSA staff and customers the benefit from all options offered and thus have the competitive edge to ensure staff satisfaction which enhances efficiency and productivity, thus a win win for all.
...See MoreWork Experience
Certified Financial Planner
Private Banker
Financial Services
Cathy Sequeira's Professional Milestones
- Business Development Manager (2008-04-01~2009-12-01): Exceeding sales targets, driving revenue growth, and establishing a strong international community.
- Private Banker (2012-12-01~2013-07-01): Successfully negotiated and secured high-value deals, maximizing customer satisfaction and maximizing revenue.
Education
Masters
Skill
Banking
Wealth Management
Portfolio Management
Risk Management
Business Strategy
Financial Risk
Retail Banking
Investment Advisory
Private Banking
Credit
Relationship Management
Credit Risk
Financial Planning
Performance Management
Mortgage Lending
Strategic Financial Planning
Wealth Management Services
High Net Worth Individuals
Human Resources
Certification
Colleagues
Simon Quirk
chief technology officer cto at nedbank private wealth international
Tshepo Mothoa
director at t i mothoa inc
Mandy Nash CertEA, FEPAA, MInstAM
Executive Assistant To Chief Executive Officer | Certified Powerpoint 2016 Specialist | Level 4 In Office & Administrative Management | Studying Level 5 Diploma In Business Management And Leadership
Luan Egan
chief operating officer stockbroking at nedbank private wealth
Lesley Corlett
chief compliance officer at nedbank private wealth international
Other Named Cathy Sequeira
Frequently asked questions
We found 2 Cathy Sequeira's email addresses
Cathy Sequeira's social media include: Linkedin,
Cathy Sequeira works for Nedbank Private Wealth International
Cathy Sequeira's role in Nedbank Private Wealth International is Certified Financial Planner
Cathy Sequeira works in the industry of Financial Services
Cathy Sequeira's colleagues are Simon Quirk,Tshepo Mothoa,Mandy Nash CertEA, FEPAA, MInstAM
Cathy Sequeira's latest job experience is Certified Financial Planner at Nedbank Private Wealth International
Cathy Sequeira's latest education in Samuel Merritt University
