Client Relationship Manager
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An accomplished and experienced professional with a wealth of knowledge and capabilities within the finance, customer services and digital marketing operational space. Skilled at error analysis,
conflict resolution and implementing change. Vast Knowledge of investments, finance, tax and related legislation. A proven track record of achievement and a reputation for positive collaboration with solid project experience in a corporate environment.
I worked as a financial clerk and payroll administrator from November 2018 to April 2019. This was followed by an investment service consultant role with Allan Gray where I progressed from servicing clients to advisers and eventually face-to-face consultations. I was in this role from May 2019 to April 2021 and in May 2021 I became a client relationship manager.
I have a BCom Finance degree from the University of Johannesburg which I completed in 2018. In 2021 started studying towards my Honours in Financial Management, this was done part-time and completed in 2022. I am currently doing a course in data analysis through the University of Cape Town.
