Braam De Villiers
Financial Advisor
Klerksdorp
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Hardworking and passionate job seeker with strong organizational skills eager to secure Manager position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Reliable employee seeking Manager position. Offering excellent communication and good judgment.
Overview
38
38
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Mooirivier Brokers
Potchefstroom
07.2015 - 02.2022
- Helped individuals and families build and execute short term insurance strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Performed due diligence and valuation processes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Kept client financial plans optimized for current market trends and economic conditions.
Manager
OBC Chicken
Jouberton and Kanana
07.2013 - 06.2015
- Developed and maintained relationships with customers and suppliers through account development.
- Evaluated suppliers to maintain cost controls and improve operations.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Maintained professional, organized and safe environment for employees and patrons.
- Onboarded new employees with training and new hire documentation.
- Maximized performance by monitoring daily activities and mentoring team members.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Cross-trained existing employees to maximize team agility and performance.
Area Manager
Prosperity Life / Assupol
Klerksdorp
04.2010 - 06.2013
- Maintained energy and enthusiasm in fast-paced environment.
- Led projects and analyzed data to identify opportunities for improvement.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developed team communications and information for meetings.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Created plans and communicated deadlines to complete projects on time.
- Carried out day-to-day duties accurately and efficiently.
- Monitored company inventory to keep stock levels and databases updated.
- Received and processed stock into inventory management system.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Financial Advisor
Old Mutual
Klerksdorp
06.2009 - 01.2010
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Performed due diligence and valuation processes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Guided clients through compiling important financial histories and documentation for evaluation.
Financial Advisor
Sanlam
Klerksdorp
08.2004 - 05.2009
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Performed due diligence and valuation processes.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Kept client financial plans optimized for current market trends and economic conditions.
Head of Logistics
Department of Corrections
Klerksdorp
05.1983 - 07.2004
- Selected transportation routes to maximize economy by consolidating warehousing and distribution.
- Achieved savings using economical transport options and studying supplier network to reduce transit time.
- Oversaw supply chain vendor pricing, inventory management and stock distribution.
- Set performance standards and goals for 16-person team, using continuous improvement to streamline warehouse processes.
- Documented physical supply chain processes such as workflows, cycle times, position responsibilities and system flows.
- Maintained updated knowledge of functional technology and leveraged information to drive innovation.
- Managed department inventories to identify unusual activities, excesses and fluctuations.
- Supervised and trained personnel on supply procedures to guarantee accurate flow of materials.
- Oversaw scheduling for day-to-day activities of transportation as well as warehouse employees and contractors..
- Used internal processes to coordinate and monitor outgoing and inbound deliveries.
- Achieved and exceeded budget goals and KPAs.
- Preserved existing fixed assets while issuing recommendations on strategic sourcing, new equipment purchases and process enhancements.
- Managed fleet vehicles network of 20 on a daily basis.
- Coordinated driver dispatch to accomplish daily delivery requirements.
- Worked with internal and external partners to meet customers' complex needs while adhering to state, national and international constraints and guidelines.
- Drove warehouse productivity, by implementing new, more efficient procedures.
Education
High School Diploma -
High School Schoonspruit
Klerksdorp 01.1978 - 11.1982
Skills
- Retirement needs
Quote
One day, you might look up and see me playing the game at 50. Don't laugh.Never say never, because limits, like fears, are often just an illusion.
Michael Jordan
Timeline
Financial Advisor
Mooirivier Brokers
07.2015 - 02.2022
Manager
OBC Chicken
07.2013 - 06.2015
Area Manager
Prosperity Life / Assupol
04.2010 - 06.2013
Financial Advisor
Old Mutual
06.2009 - 01.2010
Financial Advisor
Sanlam
08.2004 - 05.2009
Head of Logistics
Department of Corrections
05.1983 - 07.2004
High School Diploma -
High School Schoonspruit
01.1978 - 11.1982
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