Frank Sikhumbuzo Ngwenya
Financial Services Proffessional
Midrand
Summary
A young and hardworking professional who is seeking an opportunity in the financial services industry. I have experience in investment administration and currently working in the Discovery New Business team and believe I can add value within the Discovery Invest operations.
Overview
12
12
years of professional experience
2020
2020
years of post-secondary education
Work History
New Business Quality Assurance Administrator
Discovery Invest
01.2025 - Current
- Involved in the activation of all Discovery Investment products – Endowments, Retirement Annuities, Flexible investment, Guaranteed Plans, etc.
- Collection of all compliance documentation and final processing of investment products and sending out introductory packs.
Banking Assistant
Momentum Metropolitan Ltd
02.2018 - Current
- Responsible for ensuring visibility of all accounts across the group
- Implementation of the central approach of opening and closing bank accounts across the group
- Ensuring that the banking costs are market related and where necessary negotiate better rates with MMI banking partner
Gap years
01.2023 - 12.2024
- I spent time helping my dad with his business and taking care of him during his last days.
Client relationship consultant
Momentum Velocity Club
01.2020 - 12.2022
- Client acquisition and retention
- Building and maintaining client relationships
- Meeting with client’s, presenting financial plans and converting meetings to sales.
- Ensuring highest level of service
Employee Benefits Legal Drafter
Momentum Metropolitan Ltd
08.2017 - 01.2018
- Drafting of Pension/Provident fund policies and registering the policies with the Financial Services Board (FSB)
Service Specialist
Momentum Metropolitan Ltd
11.2014 - 07.2017
- Providing an excellent client service experience to Momentum Myriad clients via email and telephone.
Bank Teller/Enquiries Consultant/Client Information Consultant
Standard Bank SA
09.2013 - 10.2014
- Assisting walk-in bank clients with cash/cheque deposits and any banking related queries
Education
Postgraduate Diploma - Investment Planning
University of Free State
Postgraduate Diploma - Financial Planning
University of Free State
Great beginnings Learning Program - Contact Centre Operations
Momentum
Bachelor of Commerce - Business Management
University of Pretoria
International Certificate - Contact Centre Operations
Cornerstone College
Skills
Good Analytical and Numeric skills
Good problem solving skills
Pro active
Enthusiastic
Project management
Ability to work under pressure
Communication skills
Team-player
Financial Acumen
Microsoft office
Frontline
Paradigm
Compass
Websites
Interests
Reading, Traveling, Cycling, Camping
Timeline
New Business Quality Assurance Administrator
Discovery Invest
01.2025 - Current
Gap years
01.2023 - 12.2024
Client relationship consultant
Momentum Velocity Club
01.2020 - 12.2022
Banking Assistant
Momentum Metropolitan Ltd
02.2018 - Current
Employee Benefits Legal Drafter
Momentum Metropolitan Ltd
08.2017 - 01.2018
Service Specialist
Momentum Metropolitan Ltd
11.2014 - 07.2017
Bank Teller/Enquiries Consultant/Client Information Consultant
Standard Bank SA
09.2013 - 10.2014
Postgraduate Diploma - Financial Planning
University of Free State
Great beginnings Learning Program - Contact Centre Operations
Momentum
Bachelor of Commerce - Business Management
University of Pretoria
International Certificate - Contact Centre Operations
Cornerstone College
Postgraduate Diploma - Investment Planning
University of Free State