Office: South Africa - Cape Town
Senior Manager (Operations) Private Client Services, South Africa
Gerda Gerber joined Maitland in January 2015 as Senior Manager (Operations) Private Client Services. She manages all private client operations, including the trust administration and private client service offering, together with accounting, tax, wills and estate administration teams in Cape Town and Johannesburg. She also provides support to the Client Relationship Managers, Fiduciary Specialists and Advisors, and Key Account Managers and may also be asked to act in a CRM capacity.
Gerda joins Maitland from the MMI group where she worked for Momentum for 14 years. Before relocating to Cape Town, she was the Head of Momentum Wealth’s specialised investments and international services, where she managed the operational, service and relationships with a large group of independent financial advisers, who specialised in high net-worth niche investments. Most recently, after relocating to Cape Town, she managed a project for Momentum Wealth on reviewing all the forms and documentation for all their different product offerings, to be in-line with legislative changes, i.e. FICA, AML, FATCA, TCF, etc.
Gerda has more than 24 years experience in the financial services industry in the operational, service centre and relationship management fields. Before working for Momentum, Gerda worked for Investec, TMA investments, certain financial advisors and Old Mutual.