Advisory Associate - Citadel Wealth Management - Sandton
(2023-10 - 2025-12)
- Provide wholistic financial planning advice and propose suitable and solid investment solutions for the benefit of clients' needs.
- Take charge of financial planning software, collate client's data and execute system inputs.
- Construct comprehensive financial plans by modelling various investment and cashflow scenarios.
- Review investments proposals and manage asset allocation recommendations to determine if these are suitable for changing market conditions.
- Provide full customer service in managing the wealth and financial planning needs of high net-worth individuals.
- Build and manage relationships for the maintenance of portfolio retention.
- Compile monthly and quarterly reports on the overall performances on return on investments.
- Respond to client queries in a prompt, professional, efficient and timeous manner.
- Comply and adhere to relevant legislation and policies (FAIS, FICA, POIA, General Code of Conduct, etc)
- Maintain operational efficiency with regards to client's experience in the overall planning and management of their portfolios.
Junior Wealth Manager - GCI Wealth - Sandton
(2022-09 - 2023-10)
- Responsible for sourcing new clients as well as maintaining and optimising existing clients by providing sound financial advice regarding their financial planning and investment needs.
- Setting up appointments and meeting with clients to establish their needs and develop financial plans and budgeting.
- Growth and maintain assets under advice (AUA); assets under management (AUM) and maintained margins.
- Comply and adhere to relevant legislation and policies (FAIS, FICA, POIA, General Code of Conduct, etc)
- Maintain operational efficiency with regards to client's experience in the overall planning and management of their portfolios.
Advisory Assistant - Citadel Wealth Management - Cape Town and JHB
(2015-02 - 2022-08)
- Provide wholistic financial planning support to the director and regional head in a wealth management and investment planning environment.
- Develop and maintain a filing system for records management and record keeping as required by the Act.
- Perform administrative duties and oversight on proposed investments solutions and implementation thereof.
- Compile Investment proposals/recommendations and draft asset allocation analysis in Excel.
- Comply and adhere to relevant legislation and policies (FAIS, FICA, POIA, General Code of Conduct, etc)
- Ensure quality work and keep abreast with changing laws, procedures and processes applicable.
- Provide training and supervision to operational support.
Financial Consultant - SMME - ABSA - Mahikeng and Rustenburg
(2011-02 - 2014-12)
- Assist and educate clients on how to manage their financial affairs.
- Collect data on the marketplace, appraise and recommend the most appropriate products available to clients.
- Ensure that clients are aware of the bank products that best meet their needs.
- Maintain acceptable minimum arrears rate in the portfolio, maintain portfolio graduations and high retention rates.
- Deliver a quality front-line banking service to clients within the branch by consultations, gathering and capturing of information, new client take-on procedures and aiding clients with general banking related queries.
- Comply and adhere to regulatory requirements as required by legislation.
Peer Educator - A.C.T.I.V.E Youth Committee
(2003 - 2011)
HIV / AIDS and Domestic Abuse
