Marlon Small
About Marlon Small
Marlon Small is an Internal Banker at Investec in Cape Town, specializing in client relationship management within Private Banking. He has a Bachelor of Commerce degree from Stellenbosch University and has worked at Investec since 2017, focusing on enhancing banking strategies and acquiring new clients.
Work at Investec
Marlon Small has been employed at Investec as an Internal Banker since 2017. In this role, he collaborates with bankers from various branches to enhance the private banking strategy. He provides feedback for improvements and plays a key role in the Acquisition Team, focusing on delivering private banking solutions to influential professionals in the Western Cape. His responsibilities include managing client relationships across the four pillars of Private Banking: Transactional, Forex, Treasury, and Lending. He acts as the first point of contact for clients, ensuring their day-to-day banking needs are met efficiently.
Education and Expertise
Marlon Small studied at Stellenbosch University, where he pursued a Bachelor of Commerce (BCom) degree with a focus on Investments and Financial Management from 2012 to 2016. This educational background has equipped him with the necessary skills and knowledge to excel in the financial sector. Prior to his university education, he completed his Matric at Livingstone High School from 2007 to 2011. His academic achievements provide a solid foundation for his current role in private banking.
Background
Marlon Small has a diverse background that includes volunteer work at the Cape of Good Hope SPCA from 2011 to 2014. This experience in the non-profit sector contributed to his interpersonal skills and community engagement. His educational journey began at Livingstone High School, where he completed his Matric before advancing to higher education at Stellenbosch University. His career in banking began in 2017, leading to his current position at Investec.
Client Relationship Management
In his role as an Internal Banker at Investec, Marlon Small specializes in managing client relationships. He ensures that clients receive comprehensive service by collaborating with external bankers and addressing client needs promptly. His focus on providing a seamless onboarding experience for new clients highlights his commitment to client satisfaction. Marlon's expertise spans the key areas of Private Banking, allowing him to effectively support clients in their financial endeavors.