Dineo Disree Masiu
Kempton Park
Summary
The candidate is committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
8
8
years of professional experience
2020
2020
years of post-secondary education
Work History
Private Wealth Manager/ Manager
NFB Private Wealth Management
Johannesburg
03.2022 - Current
- Provide financial advice which include investment management, risk management, tax, retirement and estate planning for clients
- Provide clients with guidance on all aspects of offshore and local wealth management and financial planning
- Develop comprehensive strategy for managing long term relationships with clients in order to provide adequate, profitable ongoing wealth management and planning solutions to satisfy their short-term and long-term goals
- Keep a framework in place for effectively managing the client base to deliver exceptional customer service and dependable holistic guidance
- Identify and develop new relationships with protective clients and maintain existing relationships
Risk Assurance Paraplanner
NFB Private Wealth Management
Johannesburg
12.2020 - 02.2022
- Preparation of proposals and record of advice for risk products
- Compiling risk product comparisons and analysis for senior financial advisors
- Consult with advisors, prepare quality and comprehensive advice documents (State of Advice and Record of Advice)
- Liaise with Insurers to ensure the shortest possible turnaround of business in underwriting
- Liaise with clients and work with advisers and support staff to provide the best possible outcome for the client
Advisor Assistant
NFB Private Wealth Management
Johannesburg
03.2018 - 11.2020
- Manage allocated advisor diary and appointments
- Deal with the client's queries and requests
- Keeping client records on support system up to date and accurate
- Prepare client portfolio reviews and setting appointments
- Submitting and updating client's investments
- Preparation of proposals and record of advice under the guidance of the advisor
- General policy admin both institutional and company compliance
- Attend adhoc client meetings and the minutes of the meeting with feedback to the advisor
- Completing the financial objective, need analysis and interpreting the past performance
- Comparing applicable products and structures
Intern
NFB Private Wealth Management (through ASISA Academy Independent Financial Advisor Internship Programme)
Johannesburg
03.2017 - 02.2018
- Creating client files
- Setting up and maintaining records
- Creating instructions and the accompanying paperwork
- Submitting and following up on submitted instructions
- Prepare client portfolio reviews
Education
National Senior Certificate -
Eletsa Secondary School
BCom - Finance
University of Johannesburg
Johannesburg 03.2013 - 04.2017
BCom Hons - Financial Planning
University of Johannesburg
Johannesburg 02.2017 - 04.2020
Skills
Risk Planning
Estate Planning
Retirement planning
Portfolio management
Financial planning
Annual client review
Personal Information
- ID Number: 9404240722087
- Citizenship: South African
- Date of Birth: 04/24/94
- Gender: Female
- Marital Status: Married
Timeline
Private Wealth Manager/ Manager
NFB Private Wealth Management
03.2022 - Current
Risk Assurance Paraplanner
NFB Private Wealth Management
12.2020 - 02.2022
Advisor Assistant
NFB Private Wealth Management
03.2018 - 11.2020
Intern
NFB Private Wealth Management (through ASISA Academy Independent Financial Advisor Internship Programme)
03.2017 - 02.2018
BCom Hons - Financial Planning
University of Johannesburg
02.2017 - 04.2020
BCom - Finance
University of Johannesburg
03.2013 - 04.2017
National Senior Certificate -
Eletsa Secondary School
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