Phenyo Mokgobjoa

I am a BCom Financial Science graduate from the University of Pretoria. I am interested in expanding my work profile by gaining work experience and a full understanding of the working environment within my respective field. My Proficiency in Microsoft Office programs i.e., Microsoft Word, Excel, and PowerPoint make me a good asset in the workplace.

Company: Momentum Metropolitan

Position: Financial Planner (Apprenticeship)

Employment period: September 2022- February 2023

Duties and responsibilities

• Maintain and equip client growth and engagement through continuous support, guidance and client focus.
• Engage with clients in a client centric manner; improving client growth, engagement and retention.
• Self-management and teamwork.

Bachelor of Commerce Financial Science, University of Pretoria

Core modules: Accounting, Financial Management, Internal Auditing, Tax