Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Jaco Braaf

Personal Financial Advisor
Hermanus
Jaco Braaf

Summary

Results-focused financial professional prepared to leverage comprehensive understanding of market trends and investment strategies. Recognized for enhancing client portfolios through strategic advice and detailed analysis. Collaborative team player committed to achieving financial goals and adapting to dynamic market conditions.

Reliable, top-notch sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and merchandising techniques.

Overview

15
years of professional experience

Work History

Old Mutual PFA

Personal Financial Advisor
11.2025 - Current

Job overview

  • Improved client financial stability by developing tailored investment strategies and retirement plans.
  • Promoted products and services by conducting educational seminars to clients and prospects in Overberg.
  • Continuously expanded professional knowledge through ongoing education and industry certifications, providing clients with up-to-date expertise.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
  • Developed a strong referral network through excellent communication skills and industry expertise, boosting business growth.

FinGlobal Migration

Financial Consultant
05.2023 - 03.2025

Job overview

  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Facilitated new client onboarding process and investment account setup.
  • Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Educated clients on potential risks and rewards associated with various investments.

Old Mutual Finance

Branch Manager
10.2022 - 04.2023

Job overview

  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Maintained friendly and professional customer interactions.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Complied with regulatory guidelines and requirements.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.

Capitec Bank

Assistant Branch Manager
05.2019 - 09.2022

Job overview

  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.

Capitec Bank

Customer Sales and Service Expert
05.2012 - 04.2019

Job overview

  • Processed orders, service requests and applied information to customers.
  • Maintained high levels of customer retention through exceptional service and follow-up communication.
  • Implemented upselling techniques to maximize revenue opportunities while delivering value-added solutions to clients.
  • Collaborated with team members to achieve monthly sales targets and improve overall performance metrics.
  • Handled calls promptly and with courteous professionalism.
  • Supported marketing initiatives by providing valuable customer insights that contributed to strategic planning efforts.
  • Enhanced customer satisfaction by addressing inquiries and resolving issues promptly and professionally.
  • Conducted product demonstrations to showcase features, benefits, and value propositions to potential customers.
  • Delivered excellent customer service by actively listening to concerns, empathizing with their situation, and offering practical solutions promptly.

OK Furniture

Sales Associate
05.2011 - 04.2012

Job overview

  • Built relationships with customers to encourage repeat business.
  • Solved customer challenges by offering relevant products and services.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.

Lewis Stores

Sales Associate
08.2010 - 04.2011

Job overview

  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Engaged with customers to build rapport and loyalty.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Education

Moonstone School of Business
Cape Town, South Africa

No Degree from RE 5
04.2001

University Overview

Marketing N5
Caledon, South Africa

No Degree from Marketing Management
04.2001

University Overview

Albert Myburgh SS
Bredasdorp, South Africa

High School Diploma
04.2001

University Overview

Skills

Client relationship building

Timeline

Personal Financial Advisor
Old Mutual PFA
11.2025 - Current
Financial Consultant
FinGlobal Migration
05.2023 - 03.2025
Branch Manager
Old Mutual Finance
10.2022 - 04.2023
Assistant Branch Manager
Capitec Bank
05.2019 - 09.2022
Customer Sales and Service Expert
Capitec Bank
05.2012 - 04.2019
Sales Associate
OK Furniture
05.2011 - 04.2012
Sales Associate
Lewis Stores
08.2010 - 04.2011
Moonstone School of Business
No Degree from RE 5
04.2001
Marketing N5
No Degree from Marketing Management
04.2001
Albert Myburgh SS
High School Diploma
04.2001

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