Summary
Overview
Work History
Education
Skills
Timeline
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Kuylan Moodley

Kuylan Moodley

Johannesburg

Summary

I am a creative and driven individual with a joy for finding out how systems and processes work, and how to make them better. My ultimate passion lies within the investment field, which I've nurtured through acquiring and managing over R15 million worth of assets within 2 years at Old Mutual Wealth and PFA.This has given me valuable insight into client interaction, accompanied by product and category knowledge.. I am currently completing my Bcom degree in Investment management via Milpark Business School (fully remote learning).

Overview

4
4
years of professional experience

Work History

Financial Advisor

Old Mutual PFA
08.2023 - 03.2025
  • Analyzed client portfolios to recommend investment strategies and adjustments.
  • Conducted a comprehensive market analysis to identify new opportunities and potential areas of growth.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Analysed clients' risk tolerance levels, developing customised investment portfolios that aligned with their personal objectives.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Developed and maintained a comprehensive database of customers and contacts to facilitate customer outreach and engagement
  • Provided timely and accurate advice to customers, which enabled them to make informed decisions.
  • Provided tailored advice to clients that resulted in an average portfolio return of around 12% over the past year (average among clients, as they were all in different funds according to risk tolerance).
  • Wrote comprehensive reports that detailed customer needs and provided actionable insights to senior management, assisting in client retention after a hostile exit of an advisor.

Co Owner

Salty and Sweet
02.2022 - 06.2023
  • Implementation of backend payment systems
  • Managed daily operations and staff scheduling for smooth business functionality.
  • Developed marketing strategies to enhance brand visibility and customer engagement.
  • Analyzed customer feedback to improve service offerings and address concerns promptly.

Administrative Assistant

DD Advisory
01.2021 - 02.2022
  • Assisted with administrative tasks for a small consulting company
  • Managed communication and correspondence efficiently
  • Assisted in preparing reports and presentations

Education

Matric exemption -

Reddam House waterfall
Johannesburg, South Africa

Class of Business - Investments

Milpark Business School
06-2024

Class of Business - Long term Insurance

Milpark Business School
07-2024

RE 5

Moonstone
02-2025

Bachelor of Commerce - Investment Management

Milpark Business School
01-2027

Skills

  • Investment portfolio management
  • Equity research
  • Process improvement
  • Data analytics
  • Communication skills
  • Relationship building
  • Microsoft Office proficiency
  • Thrive under pressure
  • Multitasking ability
  • Adaptability
  • Regulatory compliance

Timeline

Financial Advisor

Old Mutual PFA
08.2023 - 03.2025

Co Owner

Salty and Sweet
02.2022 - 06.2023

Administrative Assistant

DD Advisory
01.2021 - 02.2022

Matric exemption -

Reddam House waterfall

Class of Business - Investments

Milpark Business School

Class of Business - Long term Insurance

Milpark Business School

RE 5

Moonstone

Bachelor of Commerce - Investment Management

Milpark Business School

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Kuylan Moodley