Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jimmy Mongwe

Senior Finacial Advisor
Tzaneen

Summary

Proven Financial Advisor and Teacher with a track record of fostering client loyalty at Oldmutual and enhancing student development at the Department of Education. Specializes in investment planning and client relations, consistently delivering tailored financial solutions and educational support. Excels in sales and marketing, significantly contributing to client and student success.

Overview

17
17
years of professional experience

Work History

Finacial Advisor

Oldmutual
10.2012 - Current
  • 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.

Teacher

Department Of Education
01.2008 - 11.2012
  • Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
  • Supported student physical, mental, and social development using classroom games and activities.
  • Graded and evaluated student assignments, papers, and course work.
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.

Education

No Degree - Finacial Planning

Milpark College
Gauteng
04.2001 -

No Degree - Regulatory Exam (RE5)

Fsp
Capetown
04.2001 -

Skills

Investment planning

Client Relations

Insurance decisions

Sales and Marketing

Timeline

Finacial Advisor

Oldmutual
10.2012 - Current

Teacher

Department Of Education
01.2008 - 11.2012

No Degree - Finacial Planning

Milpark College
04.2001 -

No Degree - Regulatory Exam (RE5)

Fsp
04.2001 -
Jimmy MongweSenior Finacial Advisor