Jacques Van Wyk
Broker At Masthead Financial Services
Potchefstroom
Summary
I am in good health. Enjoy my golf. Family man. No debt full owned property 3 Van Eckstreet 3 Potchefstroom,no vehicle debt (Haval 1 2021 paid up) situ
Overview
27
27
years of professional experience
Work History
Financial Advisor
Old Mutual Currently Masthead Financial Services
Potchefstroom
10.1995 - 06.2022
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Kept client financial plans optimized for current market trends and economic conditions.
- Highlighted values and educated clients on [Type], [Type] and [Type] financial products.
Education
BBA - Financial Planning
Northwest University. Damelin College. Inhouse.
04.2001 -
Skills
Education funds
Tax law expertise
Trend analysis expertise
Mutual funds
Retirement needs
Prospecting and new clients on daily basis
Review of sales targets weekly
Attending weekly meetings with dales manager on team and regional basis
Close relationship with clients
Referals and following leads
Disipline
Most important liason with management and clients
Mke sure to vlose the deal and keep client happy with value adding
Timeline
BBA - Financial Planning
Northwest University. Damelin College. Inhouse.
04.2001 -
Financial Advisor
Old Mutual Currently Masthead Financial Services
10.1995 - 06.2022