Summary
Overview
Work History
Education
Skills
Websites
Interests
Timeline
Generic

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

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
Frank Sikhumbuzo NgwenyaFinancial Services Proffessional