Relationship Portfolio Manager
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I'm a successful and experienced Financial & Forex Consultant with strong client relationship management, functioning of forex business, an analytical nature and an in-depth understanding of portfolio management. Good presentation, research, organizational skills, experience in the analysis of different business cases, relationship-building, providing effective solutions to internal business functions and clients. Action-oriented with strong ability to communicate effectively with technology, clients, team members, executives and business audiences. Experienced at working with strict compliance requirements.
August 2016 - Current - Forex Relationship Consultant and Portfolio Manager
July 2013 - August 2016 - Investment Incentive Consultant
March 2011 - June 2013 - Accountant at a motor industry.
2020 - I completed my Regulatory Exam - RE5 FAIS Moonstone - Johannesburg
2010 - Bachelor of Commerce Degree in Accounting University Of Johannesburg
2006 - Completed Foundation programme in Economic Sciences - Academic Development Programme
2004 - Matric (Grade 12) Roosevelt High School National Senior Certificate obtained (ALL subjects on Higher Grade)
