Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
Education
Certified Financial Planning - Financial And Investment Planning
University of The Free State
Bloemfontein, South Africa
01.2008 - 12.2008
B. Econ - Economics
University of The Free State.
Bloemfontein
01.1997 - 12.1999
Skills
Financial Planning
undefined
Timeline
Wealth Mananger
Hein Kruger Internasionale Fondsbestuur
06.2009 - 03.2024
Certified Financial Planning - Financial And Investment Planning
University of The Free State
01.2008 - 12.2008
B. Econ - Economics
University of The Free State.
01.1997 - 12.1999
Similar Profiles
Delali ADADODelali ADADO
Receptionist Administrator at Kraft HeinReceptionist Administrator at Kraft Hein