John Aubrey Abrahams
Financial Advisor
Cape Town,WC
Summary
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.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Old Mutual
04.2022 - 11.2023
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Implemented exit strategies for clients to transition out of investments.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with clients to develop customized investment portfolios.
- Assisted clients with budgeting and cash flow management.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Candidate Attorney
Legal Aid South Africa
11.2015 - 11.2017
- Collaborated with diverse teams of legal professionals to ensure well-rounded case strategies and comprehensive client representation.
- Represented clients in court hearings and in negotiations with other parties.
- Provided valuable input on policy development initiatives within the firm, fostering a culture of continuous improvement.
- Supported senior attorneys in high-profile cases, contributing to favorable verdicts and settlements.
- Researched, wrote and filed motions, writs and briefs for each case..
- Prepared essential legal documents for successful case outcomes and settlements.
- Presented key evidence and exhibits during civil trials.
- Successfully negotiated settlements between disputing parties, avoiding costly litigation processes.
- Conducted thorough research on various areas of law, ensuring accurate information and strong case foundations.
- Developed strategies for court proceedings and negotiations.
- Maintained strict adherence to professional ethics guidelines, upholding the integrity of the legal profession at all times.
- Developed persuasive oral arguments that influenced judge''s decisions in favor of our clients during court appearances.
- Kept abreast of developments in relevant legislation, ensuring that advice given was current and accurate at all times.
- Communicated with clients and collected information to research cases and prepare settlement offers.
Education
Post Graduate Diploma of Law (Law School) - Law
University of Cape Town
Cape Town 04.2001 -
Bachelor of Laws - Law
University of The Western Cape
Bellville, South Africa 04.2001 -
High School Diploma -
Paarl Boys' High
Paarl, South Africa 04.2001 -
Skills
Asset Allocation
Client Confidentiality
Risk Assessment
Investment Analysis
Insurance Planning
Timeline
Financial Advisor
Old Mutual
04.2022 - 11.2023
Candidate Attorney
Legal Aid South Africa
11.2015 - 11.2017
Post Graduate Diploma of Law (Law School) - Law
University of Cape Town
04.2001 -
Bachelor of Laws - Law
University of The Western Cape
04.2001 -
High School Diploma -
Paarl Boys' High
04.2001 -