Warren Moeleso

Financial Advisor

Talent

JohannesburgMember since July 7, 2026

Client Portfolio Management

Hire this person

Send a job offer directly to this candidate

Client Portfolio Management

About

Analytical and results-oriented financial services professional with experience assessing clients' financial positions, evaluating affordability, identifying financial risks, and recommending appropriate financial solutions. Strong knowledge of banking products, financial planning, compliance requirements, and client portfolio management. Currently completing qualifications in Banking and Financial Products, demonstrating a commitment to developing expertise in credit risk, financial analysis, and banking operations.

Recognized for strong attention to detail, sound judgement, relationship-building skills, and the ability to interpret financial information to support informed decision-making.

Experience

Financial Advisor - Old Mutual

(2021-06)

Analyse clients' financial information, including income, expenses, assets, and liabilities, to assess affordability and financial risk. Prepare financial reports and recommendations based on detailed analysis, conduct market research to support decision-making, and ensure compliance with regulatory requirements. Manage client portfolios, monitor financial performance, and provide insights that support sound financial and risk management decisions.

Evaluate clients' financial positions to identify potential risks and opportunities, applying analytical skills to develop appropriate financial solutions. Maintain accurate documentation and records, support ongoing portfolio reviews, and build strong stakeholder relationships through effective communication and professional service. Demonstrate strong attention to detail, problem-solving ability, and sound judgement when assessing financial information and making recommendations.