Harsha Bhoola

As a Senior International Wealth Manager, I bring an analytical and innovative approach to solving complex financial issues, backed by a career that spans across illustrious financial institutions. I am passionate about engaging stakeholders and driving business performance, drawing on a talent for assimilating new ideas and adapting to technological advancements. 

My expertise lies in developing customized financial solutions that align with clients' unique aspirations. From fostering relationships with ultra-high-net-worth individuals to strategizing on wealth management, fiduciary duties, and portfolio management, my role is to ensure that each client's wealth potential is maximized. 

Leading strategic and analytical projects while exhibiting agility and creative thinking in process re-engineering have all been hallmarks of my career in finance. As a motivational leader, I thrive in dynamic environments, propelling teams towards productivity and success. 

I hold an MBA with a focus on Business Leadership and Sustainability and I am dedicated to continuous learning and improvement, both personally and professionally, as I guide my clients through their wealth management journey. 

Involvement in community and professional forums, such as the Durban Diwali Festival and various business awards, has honed my communication, negotiation, and leadership skills. As an active member of Toastmasters and business forums, I am committed to excellence in service and innovation in the realm of private banking and wealth management. 

My expertise in international wealth management is deeply enriched by my time managing the FRB India brand within diverse markets. This experience honed my ability to navigate the complex financial landscapes across continents, particularly in developing strategic initiatives for Non-Resident Indians. It underscored the importance of cultural sensitivity and the need for tailored financial solutions that transcend geographical boundaries, laying the foundation for my approach to maximizing wealth potential for clients worldwide.

Let's connect and explore how we can enhance your financial well-being and create a lasting legacy that transcends generations.