King Edgar
@kingedgar
Banking and finance professional skilled in FAIS advisory, compliance, and client relationship management.
What I'm looking for
I am a banking and finance professional with experience across FAIS-regulated retail banking advisory, municipal finance, and corporate financial management. I have a track record of building client relationships, driving digital banking adoption, and delivering integrated sales solutions while maintaining strong regulatory compliance and ethical standards.
My background includes roles from branch and community advisory at FNB to senior municipal clerical work and financial management for public infrastructure programmes, complemented by freelance consulting in construction and brand development. I bring strengths in financial controls, reporting, reconciliations, treasury oversight, and customer education, supported by a BTech in Management (Financial Management).
Experience
Work history, roles, and key accomplishments
Build and maintain client relationships within a FAIS-regulated advisory environment, analyse financial profiles and recommend appropriate banking solutions, and drive digital banking adoption while meeting individual sales and compliance targets.
Delivered frontline banking support and digital onboarding, supported monthly sales targets and customer education initiatives to increase product adoption and service satisfaction.
Senior Clerk Metering
Nelson Mandela Bay Municipality
Jul 2021 - Jun 2023 (1 year 11 months)
Conducted billing validations, resolved account discrepancies, processed rebates and compiled performance reports while ensuring procedural compliance for metering services.
Construction & Brand Consultant
Freelance
Jun 2017 - Jun 2021 (4 years)
Provided financial and administrative support to construction firms and developed corporate identity systems and digital assets for client branding needs.
Financial Manager
BTKM
Mar 2014 - Jun 2017 (3 years 3 months)
Managed cash flow, reconciliations, accruals and treasury reporting, tracked contractor payments under public infrastructure programmes and presented financial progress reports to management.
Education
Degrees, certifications, and relevant coursework
Breidbach Senior Secondary School
Matric (National Senior Certificate)
Completed Matric (National Senior Certificate) in 2007.
Nelson Mandela Metropolitan University
National Diploma: Management, Management
Completed a National Diploma in Management covering core management disciplines and administrative practices.
Nelson Mandela Metropolitan University
BTech: Management, Financial Management
Completed a BTech in Management with a major in Financial Management focusing on applied financial management principles for public and private sectors.
Availability
Location
Authorized to work in
Job categories
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