Attie Rossouw
George
Summary
Proven Financial Advisor with a track record of fostering client loyalty and managing portfolios at Discovery Health. Skilled in investment advice and relationship building, consistently exceeding targets through strategic financial planning and sales expertise. Demonstrated leadership as a Branch Manager, enhancing customer satisfaction and team performance. Tactical possessing expertise in wealth management, risk management and investment and financial strategies. Straight-thinking and resourceful professional with strong work ethic and developed interpersonal skills. Committed to achieving clients' short and long-term goals and customizing strategies around clients' needs and priorities. Professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Conscientious with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
44
44
years of professional experience
Work History
Financial Advisor
Discovery Health
10.2009 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Old Mutual
12.1997 - 09.2009
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Branch Manager
Coin Security Group
07.1997 - 11.1997
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Lieutenant-Colonel
South African Police Service
05.1980 - 06.1997
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
B.Com Financial Management - Financial Planning And Services
Unisa
Pretoria11.2004
Bachelor in Law - Law
Unisa
Pretoria, South Africa11.1994
National Diploma Police Science - Police Science
Pretoria Technicon
Pretoria12.1982
High School Diploma -
Commercial High School Langenhoven
Oudtshoorn11.1979
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Advising
- Client Relations
Timeline
Financial Advisor
Discovery Health
10.2009 - Current
Financial Advisor
Old Mutual
12.1997 - 09.2009
Branch Manager
Coin Security Group
07.1997 - 11.1997
Lieutenant-Colonel
South African Police Service
05.1980 - 06.1997
B.Com Financial Management - Financial Planning And Services
Unisa
Bachelor in Law - Law
Unisa
National Diploma Police Science - Police Science
Pretoria Technicon
High School Diploma -
Commercial High School Langenhoven
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