Germina Mqamba
Financial Planner
Klerksdorp
Summary
Driven Financial Advisor offering 6-years track record working with financial products. Handles diverse range of financial needs, retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies. Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Sanlam Life
Klerksdorp
07.2016 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated new client onboarding process and investment account setup.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Service Advisor
FNB
Klerksdorp
10.2007 - 12.2015
- Suggested add-on services that would be helpful to customers and improve bottom line.
- Pleasantly greeted customers and asked open-ended questions to better determine needs.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
- Escalated incidents to next level to remain compliant with company's standards and procedures.
Education
Bachelor of Science - Accounting And Finance
Vaal University of Technology
Klerksdorp 01.2002 - 12.2006
Skills
Retirement needs
undefinedTimeline
Financial Advisor
Sanlam Life
07.2016 - Current
Service Advisor
FNB
10.2007 - 12.2015
Bachelor of Science - Accounting And Finance
Vaal University of Technology
01.2002 - 12.2006
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