Boikhutso Gertrude Makokwe
Senior Financial Planner
Alberton
Summary
Financial professional with solid foundation in wealth management and client financial planning. Adept at developing customized investment strategies and providing sound financial advice. Known for fostering collaborative team environments and consistently achieving client satisfaction.
Overview
11
11
years of professional experience
Work History
Senior Financial Advisor
Alex Forbes
11.2022 - Current
- Develope personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborate with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Manage a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Facilitate new client onboarding process and investment account setup.
- Help clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Mentor and trained highly talented staff, which prepared team members for providing exemplary service to clients.
- Staye abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Conduct regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Help clients make informed decisions about financial future.
Financial Advisor Assistant
Alex Forbes
08.2016 - 10.2022
- Compliance & Reporting: Assisting with regulatory compliance, preparing reports, and staying updated on industry regulations.
- Client Support: Answering calls, emails, resolving issues, providing friendly service, scheduling meetings, and building client relationships.
- Administrative Tasks: Managing calendars, preparing and organizing client files, processing new account paperwork, and handling mail/correspondence.
- Meeting Preparation: Gathering data, preparing presentations, and ensuring all necessary documents are ready for client meetings.
- Data Management: Entering and updating client information, managing client databases, and ensuring data accuracy and confidentiality.
- Financial Planning Support: Conducting basic research on financial products, markets, and investment opportunities as directed
Customer Care Service Consultant
Financial Sector Conduct Authority (FSCA) / FAIS Ombudsman
11.2014 - 07.2016
- Advise FPS’s of requirements of the Registration process for new FSP’s
- Advise FSP’s of requirements and how to complete Financial statements
- Advise FPS’s and assist with providing guidelines of how to complete compliance reports
- Assist FSP’s on how to update representatives Register on the FSB spreadsheet
- Provide information on debarred representatives and if required advise of the FSB process of how to debar
- Assist with section 14 status and verification
- Assist clients with advising of the complaints procedure as per the Fais act should they want to complain of non-compliance of a FS provider.
- Refer and follow up with the relevant Ombudsman on client’s complaints and provide solution.
Education
Post Graduate Diploma In Financial Planning - Financial Planning
University of Free State
Bloemfontein, South Africa 04.2001 -
Advanced Certificate In Financial Planning - Financial Management
Milpark
Johannesburg, South Africa 04.2001 -
National Certificate In Wealth Management - Financial Planning
Moonstone
Sandton, South Africa 04.2001 -
Matric -
Zakariyya Park Secondary School
Lenasia, South Africa 04.2001 -
Skills
Wealth Management
Portfolio Optimization
Risk Mitigation skills
Client Relationship Management
Verbal and written Communication
Complex financial planning (retirement, estate and tax)
Timeline
Senior Financial Advisor
Alex Forbes
11.2022 - Current
Financial Advisor Assistant
Alex Forbes
08.2016 - 10.2022
Customer Care Service Consultant
Financial Sector Conduct Authority (FSCA) / FAIS Ombudsman
11.2014 - 07.2016
Post Graduate Diploma In Financial Planning - Financial Planning
University of Free State
04.2001 -
Advanced Certificate In Financial Planning - Financial Management
Milpark
04.2001 -
National Certificate In Wealth Management - Financial Planning
Moonstone
04.2001 -
Matric -
Zakariyya Park Secondary School
04.2001 -