David Alan Scott Prophet
Johannesburg
Summary
Accomplished Senior Financial Advisor with a proven track record at Discovery, adept in wealth management and verbal communication. Excelled in building client trust through personalized investment advice and ethical practices, significantly enhancing client satisfaction. Mentored junior advisors, showcasing leadership and coaching skills. Demonstrated expertise in risk assessment and client engagement, fostering long-term relationships and driving business growth.
Overview
25
25
years of professional experience
Work History
Senior Financial Advisor
Discovery
01.2014 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
Financial Advisor
Liberty Life
07.1999 - 12.2013
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
National Certificate in Financial Services NQF 5
Inseta
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Client engagement
- Know your customer
- Insurance planning
- Investment advice
- Retirement planning
- Wealth management
- Risk assessment
- Banking
Timeline
Senior Financial Advisor
Discovery
01.2014 - Current
Financial Advisor
Liberty Life
07.1999 - 12.2013
National Certificate in Financial Services NQF 5
Inseta
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