Lerato Seemela
Pretoria ,0190
Summary
Accomplished Financial Advisor with a proven track record at Old Mutual, adept in wealth management and fostering client relationships. Leveraged expertise in retirement planning and financial advising to enhance client portfolios and achieve significant goals. Demonstrates exceptional communication skills and a commitment to client satisfaction, ensuring tailored financial strategies that align with individual needs.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Metropolitan
Pretoria
02.2022 - 07.2023
- 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.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Old Mutual
Pretoria
06.2019 - 01.2021
- 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.
Administrative Clerk
Jurgen
Garankuwa
02.2012 - 07.2018
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Created and updated records and files to maintain document compliance.
- Assisted in budget preparation by collecting financial data, processing invoices, and reconciling bank statements.
- Entered data into system and updated customer contacts with information to keep records current.
Retail Cashier
Cna
Pretoria
04.2010 - 10.2011
- Managed returns and exchanges efficiently, minimizing negative impacts on overall sales totals.
- Provided excellent service through active listening skills, addressing customers'' needs effectively .
- Greeted all customers warmly to build welcoming and positive atmosphere within store.
- Resolved customer complaints promptly and professionally, fostering a positive reputation for the store.
Retail Worker
Edcon
Pretoria
03.2009 - 09.2010
- Helped customers complete purchases, locate items, and join reward programs.
- Provided excellent product knowledge to customers through continuous learning about new items and promotions within the store.
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
- Maintained a clean and organized sales floor, enhancing the overall shopping experience for customers.
Education
Certificate - End User Computer
09.2011
Grade 12 -
12.2004
Skills
Retirement planning
Languages
English
Upper intermediate (B2)
Afrikaans
Intermediate (B1)
Timeline
Financial Advisor - Metropolitan
02.2022 - 07.2023
Financial Advisor - Old Mutual
06.2019 - 01.2021
Administrative Clerk - Jurgen
02.2012 - 07.2018
Retail Cashier - Cna
04.2010 - 10.2011
Retail Worker - Edcon
03.2009 - 09.2010
PC Training Colleges - Certificate , End User Computer
Ngakamaseko High School - Grade 12,
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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