Unathi Zoko
@unathizoko
Dynamic Private Wealth Banker with over a decade of expertise.
What I'm looking for
As a Private Wealth Banker with over a decade of experience, I specialize in client relationship management, financial analysis, and strategic planning. My career is marked by a commitment to excellence, where I have consistently driven successful project outcomes. I am passionate about delivering unparalleled value to my clients through innovative financial solutions.
Throughout my professional journey, I have cultivated robust relationships with high-net-worth individuals, aligning banking solutions with their financial aspirations. My expertise in evaluating financial risks and formulating mitigation strategies has allowed me to tackle complex financial issues effectively. I thrive in collaborative environments, working alongside financial advisors and analysts to provide a holistic service experience that exceeds client expectations.
Experience
Work history, roles, and key accomplishments
Private Wealth Banker
ABSA
Jan 2025 - Present (4 months)
As a Private Wealth Banker at ABSA, I cultivate relationships with high-net-worth individuals, designing bespoke financial strategies and advising on risk management. My role involves delivering tailored solutions to complex financial issues while ensuring compliance with industry regulations.
Private Banking Analyst
RMB Private Bank
Jan 2019 - Jan 2022 (3 years)
In my role as a Private Banking Analyst, I conducted detailed financial analyses and managed relationships with high-net-worth clients. I developed personalized financial strategies and addressed complex financial challenges, ensuring alignment with client goals.
Client Support Banker
FNB
Jun 2015 - Jan 2019 (3 years 7 months)
As a Client Support Banker, I fostered strong client relationships, assessed banking needs, and resolved concerns swiftly. My role involved articulating solutions clearly and collaborating with teams to ensure client satisfaction and compliance with banking regulations.
LISP Administrator
Silica PTY LTD
Sep 2012 - May 2014 (1 year 8 months)
As a LISP Administrator, I managed queries and maintained records for Linked Investment Service Providers. I ensured accurate fund loading and user access rights, demonstrating flexibility and problem-solving capabilities in a dynamic environment.
Education
Degrees, certifications, and relevant coursework
University of South Africa - School of Business Leadership
Post Graduate Diploma, Project Management
2025 -
University of South Africa
Bcom Honours, Transport Economics
2018 -
University of South Africa
Bcom, Economics
2013 -
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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