I have been working at Old Mutual for over 10 years now. I have become familiar with the various systems which include IBC, AWD, GCS, Bizagi and Omunet. I have also been on IF, FC and OM Wealth product training and completed all IF, FC, and OM Wealth products. Completed National Certificate Wealth Management Financial Planning NQF5 and National Certificate Wealth Management Financial Planning NQF6 - Financial Market and Instruments NQF6 There are a few key things I wanted you to know in advance regarding my character: I value and respect others. I manage my time efficiently and constructively I perform effectively on an independent basis or within a team environment I am Open-minded, receptive to new people, methods, systems, and environments Flexible and adaptable, happy to undertake any task or project Ability to cope with routine Conflict resolution skills Computer literate Thrives on challenges and is constantly eager to learn, believing in empowerment through knowledge Honest, loyal and committed character Always prepared "to go that extra mile" for employers, clients, colleagues or friends. I am very client -focused Respects different opinions, cultures, and beliefs I am a well-organized individual I have both Galaxy (FC) and Investment Frontiers (IF) knowledge I have good problem-solving skills as I am solution driven and have high attention to detail Assertiveness is a trait drawn and used when required I work well under pressure Initiating action and gaining commitment is one of my strengths and in saying this ownership plays a huge role for me
Customer Service
Active Listening
Product Knowledge
Call Management
Operations oversight
Project Management
Financial leadership
Budgeting
Technical Support
Teamwork and Collaboration
Office administration
Business administration
Administrative support
Self-Motivated
Certified [Job Title], [Company Name] - [Timeframe]
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