Juanita Theron
Pretoria
Summary
Well diversified individual, loving sports and the outdoors. Experienced Financial and Complex Lending Advisor with a demonstrated history of working in the financial services industry. Skilled in Analytical Skills, Investment Strategies, Retirement Planning, Estate Planning, Lending Advisory, Client relationships and management. Finance professional graduated from University of the Free State. Undergraduate Financial Management Degree obtained at the University of Pretoria and registered CFP.
Overview
2
2
Languages
15
15
years of professional experience
Work History
Private Wealth Advisor
RMB - Private Bank
Pretoria, Gauteng
05.2024 - Current
- Developed and maintained strong relationships with clients through regular updates and strategic reviews of their financial plans.
- Grew and maintained client base to maximise revenue.
- Participated in industry conferences and seminars, sharing insights and learning from peers in the asset management field.
- Managed a diverse portfolio of assets, including stocks, bonds, and real estate, maximising returns and minimising risks.
- Developed robust strategies to achieve clients' financial goals
- Lending Advisory for Property Investments
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
- Identified issues, analysed information and provided solutions to problems.
Wealth Manager
GrowthHouse Financial Planning Services
Pretoria, Gauteng
12.2022 - Current
- (1 year 7 months)
Independent Financial Planner/General Tax Practitioner
Elite Fund Management
Pretoria, Gauteng
08.2020 - 06.2023
- (2 years 11 months)
Investment Advisor
Sanlam
Colbyn
11.2016 - 08.2020
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- Analysing information and preparing plans best suited to individual clients' requirements;
- Estate- and retirement planning, taking tax implications and tax savings into consideration;
- Researching the marketplace and providing clients with information on new and existing products and services;
- Researching information from various sources, including providers of financial products;
- Reviewing and responding to clients changing needs and financial circumstances;
- Promoting and selling financial products to meet given or negotiated sales targets;
- Keeping up to date with financial products and legislation;
- Act as the escalation point for serious issues related to client complaints.
- Diagnose and resolve queries for clients
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- (3 years 10 months)
Independent Financial Adviser
PSG Wealth
12.2014 - 10.2016
- Professional service that combines financial/investment advice, retirement planning and estate planning using a holistic approach.
- As independent advisers we research and consider all retail investment products or providers available to meet a client's needs, providing unbiased and unrestricted advice.
- (1 year 11 months)
Assistant Financial Adviser
PSG Konsult
02.2013 - 10.2014
- Identify client's need, Prepare financial proposals, Monitor and Analyze cash flows and make forecasts, Selection of funding sources, Retirement Planning, Interact with clients, Planning and work out strategies to achieve long-term targets for individuals.
- (1 year 9 months)
Junior Accountant
CIMS South Africa (Pty) Ltd
02.2012 - 11.2012
- (10 months)
Education
NQF Level 8 - Financial Planning
Financial Planning Institute of South Africa
Pretoria, GP01-2024
RE 1 Key Individual -
Moonstone Business School of Excellence
01-2021
RE5 -
Moonstone Business School of Excellence
01-2014
Post Graduate Diploma - Financial Planning
University of the Free State/Universiteit van die Vrystaat
01-2014
Bachelor of Commerce (B.Com.) - Finance and Financial Management Services
University of Pretoria/Universiteit van Pretoria
01-2012
Skills
- Retirement Planning
- Estate Planning
- Wealth Planning
- Tax planning
- Customer relationship management
- Complex Lending Solutions - Property Investments
- Customer service
- High Net Worth client management
Languages
Afrikaans
Proficient
C2
English
Advanced
C1
Websites, Portfolios, Profiles
www.linkedin.com/in/juanita-theron-a56b2968
Timeline
Private Wealth Advisor
RMB - Private Bank
05.2024 - Current
Wealth Manager
GrowthHouse Financial Planning Services
12.2022 - Current
Independent Financial Planner/General Tax Practitioner
Elite Fund Management
08.2020 - 06.2023
Investment Advisor
Sanlam
11.2016 - 08.2020
Independent Financial Adviser
PSG Wealth
12.2014 - 10.2016
Assistant Financial Adviser
PSG Konsult
02.2013 - 10.2014
Junior Accountant
CIMS South Africa (Pty) Ltd
02.2012 - 11.2012
NQF Level 8 - Financial Planning
Financial Planning Institute of South Africa
RE 1 Key Individual -
Moonstone Business School of Excellence
RE5 -
Moonstone Business School of Excellence
Post Graduate Diploma - Financial Planning
University of the Free State/Universiteit van die Vrystaat
Bachelor of Commerce (B.Com.) - Finance and Financial Management Services
University of Pretoria/Universiteit van Pretoria