Ganyani Daniel Ndlovu
Wealth Planner
Johannesburg
Summary
Dynamic Wealth Planner with a proven track record at Standard Bank Financial Consultancy - SBFC, specializing in estate planning, investment planning, risk planning and tax planning. Leveraged expertise in risk mitigation and exceptional client engagement to enhance portfolio returns and foster lasting relationships. Achieved significant client wealth accumulation through strategic planning and collaborative teamwork. Possesses strong communication, customer service and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Wealth Planner
Standard Bank Financial Consultancy - SBFC
02.2011 - Current
- Advised business owners on succession planning strategies to preserve their legacy and protect their family''s future interests.
- Implemented tax-efficient strategies in client portfolios, optimizing savings and wealth accumulation potential.
- Managed complex investment portfolios, resulting in increased returns and minimized risk exposure for clients.
- Collaborated with cross-functional teams to provide comprehensive financial advice, enhancing the client''s overall experience.
- Evaluated insurance policies for clients to ensure adequate coverage while minimizing premiums paid over time.
- Organized educational workshops for clients on topics such as retirement planning, college savings, and investment strategies.
- Developed strong relationships with clients through regular communication, fostering trust and loyalty.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Education
Postgraduate Diploma in Financial Planning Law - Financial Planning
University of Free State
Bloemfontein, South Africa 04.2001 -
Skills
Risk Mitigation
Retirement planning
Estate Planning
Investment planning
Tax Planning
Teamwork and Collaboration
Customer Service
Active Listening
Client Engagement
Timeline
Wealth Planner
Standard Bank Financial Consultancy - SBFC
02.2011 - Current
Postgraduate Diploma in Financial Planning Law - Financial Planning
University of Free State
04.2001 -
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