Hi, I’m
Gwyneth Hunter
Financial Planning
Lephalale,South Africa
Summary
Motivated financial planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
15
years of professional experience
13
years of post-secondary education
3
Languages
Work History
Sanlam LifeLimpopo, South Africa
Financial Advisor
03.2008 - Current
Job overview
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Delivered strategic investment advice for individual and corporate clients.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
- Helped clients make informed decisions about financial future.
- Researched and evaluated potential investment products for clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Implemented exit strategies for clients to transition out of investments.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Education
Milpark Pretoria
Ba Degree (level7) from Financoal Planning
10.2022 - Current
Ellisras High SchoolLephalale
Grade 12
01.1997 - 11.2001
Milpark EducationPretoria
Arvanced Diploma Financial Planning from Financial Planning
03.2009 - 03.2017
Skills
Insurance decisions
Investment planning
Retirement needs
Education funds
Financial Advising
Wealth Management
Financial planning
Retirement planning
Savings accounts
Investment advice
Timeline
Milpark
Ba Degree (level7) from Financoal Planning
10.2022 - Current
Milpark Education
Arvanced Diploma Financial Planning from Financial Planning
03.2009 - 03.2017
Financial Advisor
Sanlam Life
03.2008 - Current
Ellisras High School
Grade 12
01.1997 - 11.2001