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Karien Roux

Consultant - Client Service


Karien has spent nearly 20 years working in the South African banking industry, in positions such as private banker analyst, client services consultant, international banking forex consultant, relationship manager, administrator and client relations consultant - she is an expert in client service.


Karien is an excellent communicator and has specific skills in client acquisition and cross-selling opportunities, in order to grow existing client portfolios. She has dealt with foreign transactions (both online and manually) discussing options with clients. She has liaised with attorneys and clients regarding property deals - both selling and buying. Karien has particular experience and skills in researching and analysing clients financial positions identifying additional opportunities.


Karien has extensive knowledge of building new relationships and maintaining existing relationships with clients, banking transactions, foreign transactions and cross-selling to optimise the client base. 


She has on-hands experience in supporting the sales team in their relationship with the client by receiving, interpreting, recording and checking all instructions and requests ... and then interacting with third party banks, financial and product houses to ensure effective service delivery to the client. Karien has an excellent understanding of inward and outward Forex transactions and deals with clients on all levels.


Karien is a product specialist, providing training for individuals and groups on international products to enhance product knowledge within the work environment. She has specific experience of new product launches in the offshore banking industry, in addition to measuring and analysing products from different institutions to ensure a competitive advantage.


Karien also has excellent skills in measuring client satisfaction in order to increase client retention.


Academic Qualifications

• BA - Criminology


Professional Qualifications

• Certificate in Financial Planning


Professional Memberships

• Financial Planning Institute - First Level RE Exam - Representative


Other Interests


Courses in:

  • Life Policies and Insurance

  • Investment (Local and Offshore)

  • Presentation Skills

  • Time Management

  • Financial Advisory and Intermediay Services Act

  • Management Development Programme

  • Offshore Banking



Karien is married with 2 children and her interests include people, wildlife and golf.

Karien is fluent in Afrikaans and English.

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