Summary
Overview
Work History
Education
Skills
Personal qualities
Timeline
GeneralManager
Jacob Wynand Van Wyk

Jacob Wynand Van Wyk

Senior Financial Advisor
Potchefstroom

Summary

Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service. Accomplished Advisor with 25-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Driven Advisor offering 25-year 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. Collaborative Finance professional with 25 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development. Meticulous professional with a background in assessing client needs and effectively managing financial portfolios. An established Senior Financial Advisor promoting exemplary coaching, business development and interpersonal communication talents. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Results-oriented Advisor uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Conscientious Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Motivated Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Advisor position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

28
28
years of professional experience
10
10
years of post-secondary education

Work History

Senior Financial Advisor

Old Mutual Life Assurance Company & Masthead Financial Services
Potchefstroom
1995.10 - Current
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
  • Engaged prospective clients in effort to build and develop new business opportunities.
  • Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
  • Crafted suitable financial strategy for each client based upon his or her needs and future goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated new client onboarding process and investment account setup.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Managed client portfolios on consistent basis and contacted clients to provide details on investments.
  • Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Delivered strategic investment advice for individual and corporate clients.
  • Ensure client information is current and accurate.
  • Respond to client inquiries in a timely, responsive manner
  • Resolve issues affecting client transactions expeditiously and accurately
  • Identify opportunities to increase revenue within existing client base
  • Strong administrative driven performance and skill
  • Financial management programs, Microsoft office
  • Drive new business process
  • Reporting and consolidation of sales targets
  • Liase with relevant stakeholders in new and current administrative queries
  • Excellent execution skills in sales and administrative proses

Education

Certificate In Financial Planning - Finance Planning

Damelin
Johannesburg
2018.01 - 2021.11

Grade 12 - Matric

High School Wesvalia
Klerksdorp
1989.01 - 1989.12

BA BA(Hons) - Political Science

North West University
Potchefstroom
1990.01 - 1994.12

Skills

Stock market understanding

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Personal qualities

I am a problem solver, critical thinker, systematical worker. I have lot of preserverance as well as trustworthy. Energetic when it comes to goal settings and fast leaner. Team player and loyal to my convictions. Very organized in work and social life. Yet humble and modest

Timeline

Certificate In Financial Planning - Finance Planning

Damelin
2018.01 - 2021.11

Senior Financial Advisor

Old Mutual Life Assurance Company & Masthead Financial Services
1995.10 - Current

BA BA(Hons) - Political Science

North West University
1990.01 - 1994.12

Grade 12 - Matric

High School Wesvalia
1989.01 - 1989.12
Jacob Wynand Van WykSenior Financial Advisor