Kent Gilbert
Financial Advisor - Relationship Management
Johannesburg
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
I am a Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
12
12
years of professional experience
8
8
Certifications
3
3
Languages
Work History
Financial Advisor
Discovery
01.2025 - 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Director
Small Business (transportation & Construction Sectors)
05.2021 - 12.2024
- Creating a business plan and strategy.
- Keeping track of finances and accounting.
- Handling legal and compliance responsibilities.
- Managing marketing and sales.
- Ensuring outstanding customer service.
- Identifying hiring and HR needs.
- Overseeing the team.
- Managing day-to-day operations.
- Planning new initiatives.
- Addressing technology issues.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Staffing and management.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Spearheaded innovative approaches to resource allocation and strategic planning.
- Spearheaded successful product launches that resulted in increased brand visibility and customer acquisition.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Strengthened financial health with rigorous cost control measures and revenue enhancement strategies.
- Expanded into new markets, conducting thorough market analysis and establishing key local partnerships.
- Elevated company profile in industry by spearheading comprehensive rebranding initiative.
- Optimized inventory management to minimize costs and ensure product availability.
- Navigated company through periods of significant change, maintaining focus on long-term strategic goals.
- Led cross-functional teams to exceed benchmarks for SLA delivery, staying on top of challenging schedules with multiple competing timelines.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Business Manager
Nedbank South Africa
06.2018 - 04.2021
- The purpose of the role was to create and increase revenue and economic profit from new and existing clients to achieve the banks strategic objectives and create shareholder value. Job Responsibilities were to be primary point of contact for clients by being accessible according to Nedbank client service strategy. Regular proactive interaction with clients. To conduct regular portfolio reviews with clients to ensure optimum value and client retention. Identify potential new clients through prospecting to increase client base and grow market share. Analyze customer satisfaction survey results to identify problems. Suggest improvements and implement action plans aligned to divisional customer service strategy to improve efficiencies and outputs. Perform in depth financial needs analysis to identify cross sell and up sell opportunities in line with business goals Conduct business activities in line with internal and external service level agreements. Ensure service level agreements are adhered to by following business unit process and procedure Grow revenue through acquisition activities and cross sell and up sell to achieve financial targets.
Team Leader
FNB South Africa
01.2017 - 06.2018
- The purpose of the role was to provide first line supervision to direct reports (in this case business analysts) |This involved caring and growing of direct reports through providing means and ability to perform their role and holding team members accountable | These include exceptional customer service, maintaining process standards, ensuring compliance with regulatory requirements and maintaining standards against sales budgets.
Business Relationship Manager
FNB South Africa
01.2015 - 06.2018
- Portfolio size R10m - R60m (turnover P/A) | High performer in the business with an average maintained score of over 3.5 to 4.5 on the balance scorecard | Combination of knowledge, skills, abilities & potential to lead others | Leadership behaviours (including managerial courage) | Represent and drive Business Banking Strategy in Banking Channels | An impactful ambassador of Business Banking within the territory
Senior Business Manager
FNB South Africa
10.2013 - 01.2015
- Same responsibilities as mentioned in Business Manager role | Assisting Area Manager with fulfilling their responsibility in caring and growing of direct reports through providing means and ability to perform their role and holding team members accountable | These include providing exceptional customer service, maintaining process standards, ensuring compliance with regulatory requirements and maintaining standards against sales budgets
Education
NQF Level 5 - Team Management & Leadership
Very Cool Ideas (FNB Pride)
09.2015
NQF Level 6 - Banking
Milpark Business College
12.2011
Skills
- Business Planning
- Creativity
- Complex Problem Solving
- Contract Negotiation
- Credit Analysis
- Critical Thinking
- Decision Making
- Interpersonal and written communication
- Innovation
- Investment planning
- Insurance coverage analysis
- Financial advising
- Relationship building and management
- Retirement planning
- Investment advice
- Wealth management
- Risk assessment
- Lead generation
- Estate planning
- Trust services
- Budgeting advice
- Business succession planning
- Financial forecasting
- Customer service
Websites
References
Vikesh, Naidoo, 082 445 2873, Nedbank
Interests
I am very involved in my local community and I am currently the treasurer of our area road closure I also enjoy playing and listening to music
Accomplishments
- Top Performing Relationship Manager 2015 | Top Performing team 2015
- Top Performing Relationship Manager 2016 | Highest Asset Growth 2016 | Highest Liability Growth 2016
Training
- The Deal builder at The deal builder academy
- The Credit Academy at FNB
Certification
Class of Business Certification 1
Timeline
Financial Advisor
Discovery
01.2025 - Current
Class of Business Certification 1
12-2024
Class of Business Certification 3
12-2024
Class of Business Certification 5
12-2024
Director
Small Business (transportation & Construction Sectors)
05.2021 - 12.2024
Business Manager
Nedbank South Africa
06.2018 - 04.2021
Team Leader
FNB South Africa
01.2017 - 06.2018
Business Relationship Manager
FNB South Africa
01.2015 - 06.2018
Senior Business Manager
FNB South Africa
10.2013 - 01.2015
NQF Level 6 - Banking
Milpark Business College
NQF Level 5 - Team Management & Leadership
Very Cool Ideas (FNB Pride)
Similar Profiles
Lindiwe SebethaLindiwe Sebetha
Software Engineer at DiscoverySoftware Engineer at Discovery
Phoebe Fikile MazibaPhoebe Fikile Maziba
Independent Contractor at DiscoveryIndependent Contractor at Discovery
Mario Provini EditorMario Provini Editor
Editor - Naked And Afraid at DiscoveryEditor - Naked And Afraid at Discovery
Fanelesibonge MpanzaFanelesibonge Mpanza
Warehouse Supervisor at Coca Cola Beverages South AfricaWarehouse Supervisor at Coca Cola Beverages South Africa
THELMA OLIPHANTTHELMA OLIPHANT
BUSINESS DEVELOPMENT MANAGER at Dark Fibre Africa (Pty) LtdBUSINESS DEVELOPMENT MANAGER at Dark Fibre Africa (Pty) Ltd