Jacques Links
Financial Advisory
Cape Town
Summary
Financial professional with extensive experience in personal financial planning. Known for delivering tailored financial strategies that drive client satisfaction and long-term success. Possesses collaborative mindset and adapts seamlessly to evolving client needs. Seeking to transition into new field, leveraging strategic planning.
Overview
9
9
years of professional experience
Work History
Personal Financial Advisor
Sanlam Head Office Bellville
02.2023 - Current
- Strengthened client relationships through regular meetings and updates, ensuring trust and satisfaction in service delivery.
- Educated clients on various investment options, empowering them to make informed decisions for their financial future.
- Negotiated favorable terms on behalf of clients for various financial products, such as loans, insurance policies, or investments.
- Maximized tax efficiency for clients through strategic planning and implementation of tax-saving techniques.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and best practices to consistently provide relevant advice to clients.
- Developed strong referral networks with other professionals in related fields, leading to increased collaboration opportunities and business growth.
- Managed accounts and assets in compliance with established regulations to ensure the security of clients'' information and funds.
- Provided exceptional customer service by promptly addressing concerns or inquiries, leading to high client retention rates.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Advised clients on investments, retirement and estate planning.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Finance Specialist
Get Backed Funding
11.2022 - 01.2023
- Provide tailored financial advice to clients, aligning solutions with their unique business needs and objectives.
- Develop comprehensive financial models to support decision-making, forecasting, and strategic planning.
- Conduct in-depth assessments of financial risk to inform investment and lending strategies.
- Sell and promote financial products within the UK business finance market, ensuring compliance and client satisfaction.
- Design and implement effective trading strategies to maximize profitability and mitigate risk.
- Drive improvements in financial operations to enhance efficiency and accuracy across workflows.
- Manage key accounts with a focus on long-term relationship building and client retention.
- Consistently meet and exceed performance targets, including 100 outbound calls and 25 personalized emails per day.
- Negotiate with lenders to secure the most competitive financing rates for clients.
- Apply strategic thinking to solve complex financial challenges and identify growth opportunities.
- Persuade and influence senior stakeholders through compelling communication and data-driven insights.
- Assess client needs to determine appropriate funding structures and capital solutions.
- Demonstrate a solid understanding of diverse business models and their financial requirements.
- Identify and pursue new business opportunities to expand market reach and increase revenue.
- Resolve client concerns regarding interest rates or financial product offerings with professionalism and efficiency.
- Utilize advanced negotiation techniques to achieve favorable terms with financial institutions.
- Exhibit strong leadership skills in managing teams and driving project outcomes.
- Deliver exceptional customer service, ensuring a positive and responsive client experience.
- Apply critical thinking and problem-solving skills to address financial and operational issues.
- Collaborate effectively with cross-functional teams to deliver cohesive and results-driven solutions.
- Prepare and deliver persuasive presentations tailored to various audiences, including internal stakeholders and external clients.
Financial Advisor
Discovery
11.2021 - 11.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Financial Adviser
METROPOLITAN
09.2020 - 11.2021
- Delivered sound and accurate financial advice tailored to client needs.
- Scheduled and managed appointments with clients and prospective leads.
- Followed up on client complaints and resolved account-related issues efficiently.
- Proactively sourced new work sites and business opportunities.
- Consistently achieved and exceeded performance and sales targets.
- Matched financial products to client requirements through effective needs analysis.
- Performed well under pressure in target-driven environments.
- Maintained strong awareness of cybersecurity best practices, including phishing and social engineering threats.
- Actively promoted whistleblowing protocols and ethical reporting standards.
Restaurant Supervisor
BOHO SOCIAL RESTAURANT
01.2020 - 07.2020
- Supervised staff to confirm that all food and beverage orders were promptly and accurately prepared.
- Handled guest complaints professionally, resolving issues to enhance overall satisfaction levels.
- Improved customer satisfaction by ensuring consistent quality of food and service.
- Monitored health and safety standards to maintain a clean, safe working environment.
- Supervised daily cash handling procedures, ensuring accurate accounting records and minimizing discrepancies.
- Coordinated team members with focus on productivity, efficiency and enhancing customer experience.
- Hired, trained and mentored staff to meet and exceed high quality standards.
- Monitored staff performance, enforcing adherence to policies, procedures, regulations, health codes, license requirements and top service standards.
- Managed inventory control, reducing waste and optimizing resources allocation.
- Coordinated with kitchen employees and front of house personnel to consistently drive smooth operations.
- Identified and addressed customer complaints to promote satisfaction and loyalty.
- Maintained accurate records of sales, labor and other costs.
- Maintained compliance with state and local regulations pertaining to food safety and sanitation practices.
Restaurant Supervisor
Marriott Marquis City Centre Doha
08.2019 - 01.2020
- Handled guest complaints professionally, resolving issues to enhance overall satisfaction levels.
- Supervised staff to confirm that all food and beverage orders were promptly and accurately prepared.
- Scheduled staff shifts efficiently, considering individual availability and skill sets for optimal workforce distribution.
- Monitored health and safety standards to maintain a clean, safe working environment.
- Improved customer satisfaction by ensuring consistent quality of food and service.
- Evaluated vendor relationships periodically, seeking competitive pricing options while maintaining high-quality product standards.
- Reduced instances of order errors by implementing new order management system.
- Maintained inventory levels to ensure availability of popular dishes, reducing waste and optimizing costs.
- Trained staff in upselling techniques, significantly increasing average ticket size.
- Oversaw daily operations, ensuring compliance with local health and safety regulations.
- Scheduled and rotated staff for adequate coverage and fair distribution of workload.
- Monitored food inventory and supplies to prevent waste.
- Set and oversaw weekly and special event menu plans.
Merchandiser and Sales Associate
NIKE
01.2019 - 07.2019
- Merchandising the footwear department according to brand standards (male footwear, female footwear, kids’ footwear, running footwear, training footwear and general footwear)
- Merchandising the apparel department according to brand standards (arranging and displaying women and men’s apparel to be applying with displays, ensuring apparel is in correct departments and coordinated according to style, color, sizes)
- General Sales (ensuring that daily targets are reached by driving and training staff about product knowledge, reaching monthly forecasts by driving sales in all departments)
- Cashiering (ensuring that opening and closing cash floats tally, assist clients professionally and swiftly at cash register)
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
- Updated pricing and signage to complete product displays and educate customers.
- Enhanced customer satisfaction by providing product knowledge and recommending suitable items based on individual needs.
- Verified products appeared at correct locations in proper quantities.
Restaurant Supervisor
PF Chang’s
08.2016 - 12.2018
- Monitored employee performance to ensure productivity and adherence to standards
- Oversaw compliance with store standard operating procedures (SOPs)
- Compiled and maintained detailed daily manager logs on store operations and incidents
- Performed line checks to assess food quality and ensure expiration compliance
- Developed and implemented strategies to boost sales and reduce operational costs
- Supervised and motivated assigned team members to achieve performance goals
- Conducted staff training on fire safety, common hazards, and basic food safety practices
- Maintained high standards of guest service and customer satisfaction
- Adapted to serving and communicating with international customers
- Fostered effective teamwork despite language and cultural barriers
- Completed internal management training programs
- Demonstrated strong leadership in training and mentoring team members
- Applied creative thinking to solve operational challenges
- Practised active listening to support team cohesion and customer needs
Education
Grade 12 - High School
Cravenby Senior Secondary School
12-2013
No Degree - Banking And Finance
Integrity Academy
Cape Town 04.2001 -
No Degree - Banking And Finance
Integrity Academy
Cape Town, South Africa 04.2001 -
No Degree - Banking And Finance
Integrity Academy
Cape Town, South Africa 04.2001 -
No Degree - Banking And Finance
Integrity Academy
Cape Town, South Africa 04.2001 -
Skills
Insurance planning
Investment planning
Retirement planning
Portfolio management
Strategic financial planning
Wealth management
Self motivation
Adaptability and flexibility
Attention to detail
Business development
Client needs assessment
Personal Information
- ID Number: 9507165024089
- Health Status: Excellent
- Nationality: South African
- Driving License: Code B
- Marital Status: Married
Computer Literacy
- Microsoft Word
- Microsoft Excel
- Internet
Accomplishments
1) Firebird Ingonyi SCS Certificate - 2023 Achiever of the year - Category Group 2.
2) Firebird Ingonyi SCS Certificate - 2023 Newcomer of the year - Category Cape Town.
3) Firebird Ingonyi SCS Sales target award
Timeline
Personal Financial Advisor
Sanlam Head Office Bellville
02.2023 - Current
Finance Specialist
Get Backed Funding
11.2022 - 01.2023
Financial Advisor
Discovery
11.2021 - 11.2022
Financial Adviser
METROPOLITAN
09.2020 - 11.2021
Restaurant Supervisor
BOHO SOCIAL RESTAURANT
01.2020 - 07.2020
Restaurant Supervisor
Marriott Marquis City Centre Doha
08.2019 - 01.2020
Merchandiser and Sales Associate
NIKE
01.2019 - 07.2019
Restaurant Supervisor
PF Chang’s
08.2016 - 12.2018
No Degree - Banking And Finance
Integrity Academy
04.2001 -
No Degree - Banking And Finance
Integrity Academy
04.2001 -
No Degree - Banking And Finance
Integrity Academy
04.2001 -
No Degree - Banking And Finance
Integrity Academy
04.2001 -
Grade 12 - High School
Cravenby Senior Secondary School
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