Thethiwe Nomandla

I am a dedicated and highly motivated Bcom Accounting degree holder a knack for achieving clear and precise goals. Through the theoretical knowledge acquired in my tertiary education and experience, I have proven myself to be analytical, resourceful, and able to think independently to achieve desired results.

Professionally I aspire to become accredited with the Certified Fraud Examiner(CFE) and Chartered

Institute of Management Accountants (CIMA).

PRIVATE BANKING/ WEALTH ANAYLYST/FIRST NATIONAL

BANK(SA)

12/2019 – PRESENT

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage, and nurture collaboration relationships within FNB and /across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways working.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers.
• Expectations through proactive, innovative, and appropriate solutions.
• Act responsibly with work related resources to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients generate new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
• Provide sound services and recommendations based on customer and client’s needs, current information, and trends.

PERSONAL FINANCIAL ADVISOR/OLD MUTUAL PTY(LTD)

10/2018 - 12/2019

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives,

tax status, risk tolerance, or other information needed to develop a financial plan.

• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client ba

Education

2017

BCOM ACCOUNTING / PEARSON INSTITUTE OF HIGHER

EDUCATION

Majoring in Auditing, Financial Accounting, Financial Management & Taxation. Received a Sage Pastel

Accounting certificate for satisfactory results.

2019-2020

CHARTERED INSTITUTE OF MANAGEMENT

ACCOUNTANTS (Current)

CERTIFICATE IN BUSINESS ACCOUNTING

• Fundamentals of Management Accounting.
• Fundamentals of Financial Accounting.
• Fundamentals of Business Economics
• Fundamentals of Ethics, Corporate Governance and Business Law.

OPERATIONAL LEVEL

• Management Accounting.
• Financial Reporting and Taxation.
• Organizational Management