Claudette Jansen
About Claudette Jansen
Claudette Jansen is a Private Banker at Investec in Cape Town, South Africa, with a strong background in Business Relationship Management and expertise in Portfolio Management and Credit Risk. She holds multiple certificates in Financial Planning, Marketing, and Banking from Milpark Business School and Varsity College.
Work at Investec
Claudette Jansen has been employed at Investec as a Private Banker since 2016. In her role, she focuses on managing client relationships and providing tailored banking solutions. Based in the Cape Town Area, South Africa, she utilizes her skills in Business Relationship Management to effectively serve her clients. Her tenure at Investec spans over eight years, during which she has developed a strong understanding of the banking sector and client needs.
Education and Expertise
Claudette Jansen has a solid educational foundation in financial services and marketing. She studied at Milpark Business School, where she earned a Certificate in Financial Planning and Services from 2009 to 2012. She also completed a Higher Diploma in Banking at the same institution between 2012 and 2015. Additionally, she is pursuing a Certificate in Marketing/Marketing Management at Varsity College since 2009. Her educational background supports her expertise in Portfolio Management and Credit Risk.
Background
Claudette Jansen has a strong background in Business Relationship Management, which plays a significant role in her effectiveness as a Private Banker. Her experience in this area enables her to build and maintain strong client relationships, ensuring that their banking needs are met. This background, combined with her educational qualifications, positions her well within the banking industry.
Skills and Proficiencies
Claudette Jansen demonstrates proficiency in Microsoft Word, which aids her in administrative and documentation tasks within her banking role. She possesses a comprehensive understanding of Portfolio Management, allowing her to advise clients on effective investment strategies. Additionally, her expertise in Credit Risk is essential for managing client portfolios, ensuring that she can provide informed advice and solutions.