Open to opportunities

Lelethu Xalisa

@lelethuxalisa1

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Relationship-focused private and enterprise banker specializing in credit, deal structuring, and portfolio management.

South Africa

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What I'm looking for

I am seeking a client-focused banking role where I can originate and structure credit solutions, manage investment portfolios, and build long-term client relationships within a disciplined, risk-aware culture.

I am a relationship-focused banking professional with over 10 years' experience across private banking and SME/enterprise finance, delivering tailored lending and investment solutions to high-net-worth and business clients.

I have a strong track record in credit assessment, deal structuring, financial statement analysis, and preparing submissions for Credit Committees, having originated and managed transactions ranging from R250,000 to R5,000,000.

In my roles I have overseen deal disbursement, post-investment monitoring, credit control and risk management, and I consistently cross-sell complementary banking products while ensuring regulatory and credit-policy compliance.

I build and maintain trusted relationships with clients and internal stakeholders, and I bring disciplined commercial judgement, professionalism, and hands-on execution to drive portfolio performance and sustainable client outcomes.

Experience

Work history, roles, and key accomplishments

Current

Senior Investment Officer

Current

Business Partners Limited

Nov 2024 - Present (1 year 2 months)

Appraise, structure and execute SME investment and funding transactions (R250k–R5M), prepare credit submissions for committees, and monitor post-investment performance to manage portfolio risk and covenant compliance.

Deal Structuring Financial Modelling Credit Committee Portfolio Management Risk Management Legal Documentation Client Relationship Management

Private Banker

Investec Private Bank

Oct 2020 - Mar 2024 (3 years 5 months)

Managed a private banking portfolio, acted as first line of credit for lending proposals, and delivered tailored banking and lending solutions while ensuring compliance and achieving cross-sell objectives.

Relationship Management Financial Statement Analysis Cross Selling Regulatory Compliance

New Business Consultant

Investec Private Bank

May 2018 - Sep 2020 (2 years 4 months)

Originated new private banking relationships, assessed client financial needs, and introduced appropriate lending, wealth and offshore solutions to grow the client base and pipeline.

Business Development Client Acquisition Relationship Management Stakeholder Engagement

Internal Private Banker

Investec Private Bank

Jan 2016 - Apr 2018 (2 years 3 months)

Provided internal private banking support and client servicing to maintain client relationships and support front-office activities in line with bank policies.

Client Servicing Relationship Management Credit Administration

Client Support Centre Banker

Investec Private Bank

Nov 2014 - Dec 2015 (1 year 1 month)

Delivered client support and transaction services through the support centre, ensuring high service standards and accurate execution of client requests.

client support Transaction Processing Service standards Banking Operations Client Communication

Book Administrator

Amway

Oct 2011 - Jan 2013 (1 year 3 months)

Managed administrative and book-keeping tasks to support business operations, ensuring accurate record-keeping and timely processing of documentation.

Bookkeeping Administration Documentation Business Support