Alvin Frantz
Financial Advisor
Cape Town
Summary
Seasoned Financial Advisor with a proven track record at Old Mutual, adept in investor relations and leveraging Market trends to exceed sales targets. Expert in building trust with clients and developing tailored financial plans, achieving unparalleled client loyalty through comprehensive wealth management strategies. Demonstrates exceptional hedging service expertise and collaborative skills in cross-functional teams.
Overview
9
9
years of professional experience
Work History
Financial Broker
Opian Financial Services
07.2024 - Current
- Maintained up-to-date knowledge of market trends, enabling informed recommendations to clients.
- Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.
- Collaborated with cross-functional teams to provide comprehensive financial solutions for clients.
- Exceeded sales targets consistently by proactively seeking out new business opportunities and cultivating existing relationships.
Financial Advisor
Metropolitan
05.2021 - 06.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Financial Advisor
Sanlam Sky
04.2020 - 03.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives during the Covid pandemic.
Financial Advisor
Old Mutual
09.2017 - 03.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Learning Coordinator
Old Mutual
03.2016 - 03.2017
- Collaborated with department managers to create customized learning plans based on individual goals and career objectives.
- Managed the coordination of logistics for all training events, including scheduling, venue selection, and materials preparation.
- Increased employee engagement in self-directed learning initiatives by promoting available resources and tools within the organization.
Education
Certificate - Wealth Management
African Resources Training Group
Cape Town02.2017
Certificate - Sound Engineering
City Varsity
Cape Town 05.2016
Timeline
Financial Broker
Opian Financial Services
07.2024 - Current
Financial Advisor
Metropolitan
05.2021 - 06.2024
Financial Advisor
Sanlam Sky
04.2020 - 03.2021
Financial Advisor
Old Mutual
09.2017 - 03.2020
Learning Coordinator
Old Mutual
03.2016 - 03.2017
Certificate - Wealth Management
African Resources Training Group
Certificate - Sound Engineering
City Varsity
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