Jacobus Minns

I am a motivated individual with 24 (twenty-four) years of work experience of which:

• 18 (eighteen) years within the Financial Services Industry;
• 6 (six) years within the Retail Industry.

I conduct personal customer engagement to individual and corporate clients on a daily basis. Customer base consists of ± 1 700 clients. Engagement includes personal meetings with Top 50 clients, telephonic engagement with all other clients, meetings and presentations with corporate clients and private business owners. I deal with clients from various professions.

I am responsible for the drafting of various company policies and procedures including Risk Management and Compliance Programme, internal POPI manual, internal FICA manual, internal Conflict of Interest manual. Managing of in-house compliance and participate in quarterly compliance audits. I am registered as a Key Individual with the Financial Services Conduct Authority (FSCA) and I am the Anti Money Laundering Reporting Officer to the FIC.

I conduct a leading role within our insurance department. I am part of a project management team engaging with one of SA’s leading insurers in a direct service delivery agreement for our clients. Engaging with senior management.

I was a key role player in establishing a new telemarketing department and currently manage this department directly.

Experience in financial services products include hire purchase financing, personal loans, revolving credit facilities, short-term insurance products, funeral cover products. Processes include marketing of these products, conducting affordability assessments, pre-approval and drafting contacts.

Combining my experience and skills with professional interpersonal and communication abilities, I am confident that I will make major contributions within any organisation.

I am willing to relocate national or international.

Office / Administration Management

Customer Service Management

Compliance Management

Risk Management

Budgeting 

Project Administration

Sales Management

Analysing Statistics 

Cash Management

Credit Control

Human Resource Administration

National Certificate in Wealth Management