Alexander Christopher (Sandy) Van Breda
Assurance Broker. Financial Planner
Yzerfontein (7351)
Summary
Dynamic Assurance Broker and Financial Planner at Aries Financial Services, recognized for integrity and exceptional relationship management. Cultivated client loyalty through tailored investment strategies and proactive communication. Expertise in portfolio management and compliance, enhancing client trust and expanding the client base through ethical practices and outstanding customer service.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Over 30 years of experience working in Assurance Industry and Financial Planning. Proven strengths in adapting to changing markets and developing personalized portfolios to meet clients needs. Friendly personality complements addressing clients needs and achieve financial goals.
Successful Financial Planner with over 30 years of experience. Gifted in building client relationships and providing good honest advice.
Overview
30
30
years of professional experience
1
1
Language
Work History
Assurance Broker. Financial Planner
Aries Financial Services
03.2014 - Current
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Secured client loyalty and referrals, offering customized investment advice tailored to individual financial goals.
- Strengthened client trust and retention, conducting personalized portfolio reviews and adjustments in response to market changes.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
Assurance Broker
Aries Financial Services
01.1996 - 02.2014
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
- Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
- Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
- Networked to identify potential new clients and expand geographic territories.
- Discussed financial options with clients and provided informed suggestions.
Education
No Degree - School
Rondebosch Boys High
Cape Town, South Africa 04.2001 -
Skills
Financial planning
Timeline
Assurance Broker. Financial Planner
Aries Financial Services
03.2014 - Current
No Degree - School
Rondebosch Boys High
04.2001 -
Assurance Broker
Aries Financial Services
01.1996 - 02.2014