Grace Mahlomotja

• Developed rebalancing strategies to minimize risk exposures.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Developed and presented proposals for new investments.
• Recommended investment strategies to meet client financial objectives.
• Facilitated portfolio performance review and implemented new strategies.
• Provided strategy advice to high net worth clients.
• Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
• Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.

• Analyzed information to determine viability and rebalance portfolio.
• Provided investors with detailed ratings based on overall earnings performance.
• Orchestrated client-centered financial packages factoring in current market trends.
• Promoted successful investment plans with well-organized and smooth presentations.
• Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
• Developed and deepened client relationships to cement profitable partnerships.
• Conducted in-depth analysis for upcoming offerings.
• Media Appearances on CNBC Africa, 702 radio and SABC talking financial markets, economics and analysis of stocks on the JSE.

• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Kept client financial plans optimized for current market trends and economic conditions.
• Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
• Collaborated with team members to achieve target results.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Facilitated new client onboarding process and investment account setup.
• Facilitated presentation and recommendation of services by optimizing client relationships.

• Establish and build one-on-one relationships with clients by delivering exceptional client service.
• Acquire new business for the portfolio in line with the Customer Value Proposition.
• Structure credit applications effectively, focusing on high quality motivations.
• Restructure debt for efficiencies bringing a customer’s asset base under one roof.
• Follow up with external clients for outstanding information, and where necessary obtain this information .
• Manage the client’s expectations at all times throughout the Structured Lending Acquisition Process.

Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Kept client financial plans optimized for current market trends and economic conditions.
Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Collaborated with team members to achieve target results.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Facilitated new client onboarding process and investment account setup.
Facilitated presentation and recommendation of services by optimizing client relationships.