Malwande Ngwendu

A highly motivated and results-driven client services/management professional with extensive experience in sales, client relationship management, and leadership. With a strong background in financial advisory services, wealth management, and team leadership, I excel in providing tailored financial solutions to clients while driving sales and operational success. My excellent interpersonal skills and leadership abilities enable me to foster strong client relationships and lead teams effectively.

Senior Financial Advisor - Metropolitan Life

(2019-01 - 2026-12)

• Advising clients on financial products, including life insurance, savings plans, and retirement annuities.
• Maintaining strong client relationships and ensuring customer satisfaction and retention.
• Conducting financial needs analyses to recommend suitable financial solutions.
• Driving sales momentum and contributing to the overall success of the branch.

Acting Branch Manager - Metropolitan Life

(2022-07 - 2023-10)

• Led and mentored a team of financial advisers to achieve sales targets and provide high-quality financial services.
• Oversaw branch operations, ensuring smooth workflow and compliance with industry regulations.
• Drove sales performance and business growth through strategic planning and execution.
• Provided guidance and support to advisers to enhance client engagement and portfolio growth.
• Conducted training and development programmes to improve team efficiency and effectiveness.

Financial Advisor - Old Mutual

(2016-06 - 2018-10)

• Specialised in sales of funeral policies, savings plans, retirement annuities, and education policies.
• Provided clients with tailored financial solutions to meet their individual needs.
• Built and maintained strong customer relationships, ensuring trust and long-term engagement.
• Developed and implemented effective sales strategies to drive business growth.

National Diploma - Public Relations Management - Walter Sisulu University

Certification - Wealth Management - Invuya Institution

Matriculation - Cowan High School (2008-12)