Dentynn Jonkers
Financial Advisor
Bloemfontein,Free State Bloemfontein
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. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Metropolitan
03.2019 - 12.2023
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Collaborated with team members to streamline processes and improve overall client experience.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Administrative Clerk
ABSA
11.2010 - 06.2015
- Contributed to project success by providing administrative support to various teams as needed.
- Maintained a professional office environment by ordering necessary supplies, managing inventory levels, and organizing workspaces.
- Streamlined administrative processes by implementing efficient filing and organizational systems.
- Helped maintain a positive office atmosphere with proactive conflict resolution and team-building efforts.
- Provided vital support during audits by compiling documentation requested by auditors quickly and efficiently.
Education
No Degree - MS Office Beginners Advance
Birnam College
Johannesburg 04.2001 -
High School Diploma -
DM Pretorius High
Northern Cape Noupoort 04.2001 -
Skills
Client Relations
undefinedrugby
I was one off key players in my school playing number 9 provincial for northern cape under 17 and 19 the year 1999 and 2000
Timeline
Financial Advisor
Metropolitan
03.2019 - 12.2023
Administrative Clerk
ABSA
11.2010 - 06.2015
No Degree - MS Office Beginners Advance
Birnam College
04.2001 -
High School Diploma -
DM Pretorius High
04.2001 -
Similar Profiles
Salomé OlivierSalomé Olivier
Sales Manager at MetropolitanSales Manager at Metropolitan
Inger HardawayInger Hardaway
Care Giver at MetropolitanCare Giver at Metropolitan
Tarryn AfricaTarryn Africa
Claims Assessor (Current Role) at MetropolitanClaims Assessor (Current Role) at Metropolitan