Harold Jordan Nel
Financial Advisor
Cape Town
Summary
An Astute Business Owner experienced in operations management, competitive analysis and financial management. Demonstrated success in growth and innovation. Capitalized on new trends and technologies to boost business initiatives and reach sales objectives.
Overview
7
7
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Forex Trader
Jordan Wealth Management
Cape Town
01.2022 - 02.2023
- Created and implemented strategic trading approaches.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Compiled and analyzed data to determine approaches to improve performance.
Business Owner
Happy Apron
Cape
02.2020 - 12.2022
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Financial Advisor
Brightrock
04.2021 - 08.2021
- Century City
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Executive Manager: Jan Van Zyl-071 885 2698
Financial Advisory Intern
Bluestar
Wellington
06.2021 - 07.2021
- I had the opportunity to work as an intern at this dynamic & successful investment company
- I gained a tremendous amount of knowledge observing and learning from their expertise and experience in the industry
- Presenting of various financial options to future clients is one of their key business functions which I enjoyed most
- I was inspired by their passion and ethical business conduct
Promotions Intern
Clemengold Fruit
Cape Town
03.2019 - 02.2020
- Analyzed consumer usage patterns to identify trends and target key demographics
- Communicated product value, quality and style to educate and entice potential customers
- Planned and organized sampling events by working hand-in-hand with retail store managers and leaders.
Bartender Supervisor
12.2017 - 12.2019
- Stellenrust wine estate, Cape Town, Supervised and trained staff on preparing and delivering drinks, handling food and money and setting up bar at beginning of shift and breaking down at end of shift to facilitate operations
- Applied excellent organizational and multitasking abilities to handle simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
Education
High School Diploma -
Boland Agricultural High School
01.2013 - 12.2017
Bachelor of Accountancy - Investment and Financial Management
University Of Stellenbosch
01.2018 - 02.2022
Skills
Business Development
Financial Management
Strategic planning
Business planning
Effective leader
Financial analysis
Stock trades
Risk mitigation
Foreign Currency
Retirement planning
Financial planning
Timeline
Forex Trader
Jordan Wealth Management
01.2022 - 02.2023
Financial Advisory Intern
Bluestar
06.2021 - 07.2021
Financial Advisor
Brightrock
04.2021 - 08.2021
Business Owner
Happy Apron
02.2020 - 12.2022
Promotions Intern
Clemengold Fruit
03.2019 - 02.2020
Bachelor of Accountancy - Investment and Financial Management
University Of Stellenbosch
01.2018 - 02.2022
Bartender Supervisor
12.2017 - 12.2019
High School Diploma -
Boland Agricultural High School
01.2013 - 12.2017