Pastel Evolution
LESEGO MOKWANYANE
Executive Financial Planner
KARENPARK
Summary
I am a NDip Banking graduate from the University of Johannesburg. I am diligent, dependable with strong interpersonal skills and a passion to produce only exceptional performance. My experience and exposure of working within the financial sector, Standard bank and Old mutual has enriched my skills in paying attention to detail and working well in a team. Being one of the representatives, I have adopted highly presentable, corporate image that represents the financial sector well. Should I be considered for this position, I shall prove to be a real asset for the organization
Overview
7
7
years of professional experience
2
2
Certificates
4
4
Languages
91
91
years of post-secondary education
Work History
Executive financial planner
Standard Bank
11.2021 - Current
- work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments (money market, real estate investments, stocks and bonds), and they also explain tax laws relevant to certain investments and help with insurance decisions
- This includes providing financial and estate planning advice to clients as well as the packaging, structuring and tailoring of financial solutions to secure profitable business in the identified market segment.
Financial advisor
Old Mutual
10.2017 - 10.2021
- Provide clients with specialist advice on how to manage their money.the role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of products that best meet their needs and then securing a sale
- Reason for leaving: I would very much appreciate to not earn on commission (basic salary of R20000)
Teller
Standard Bank of South Africa
09.2015 - 02.2017
- The main job is to receive and pay out money and process the transaction
- To detect fraudulent transactions, counterfeit bank notes and unacceptable cheques
- To share knowledge and advice regarding the products offered by the bank
- Direct customers to the appropriate departments for assistance
- Keep the bank and customer information confidential
- Reason for leaving: I got an opportunity to work for Old Mutual.
Auditor's Assistant
University of Johannesburg
Johannesburg
11.2013 - 12.2014
- Reconcile financial examination marks given to candidates
- Verify marks given by lecturers and ensure that they were fairly counted
- Reason for leaving: Completed with University of Johannesburg studies.
Education
Regulatory Examination Certificate(RE5) -
National Diploma - Banking
National Senior Certificate -
Cornerstone College, University of Johannesburg
Skills
Good technical skills, specifically Microsoft Excel, Microsoft word and Microsoft PowerPoint
Software
Certification
Pastel Evolution
Interests
Payroll administrator
Banker
Service consultant
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Executive financial planner
Standard Bank
11.2021 - Current
Financial advisor
Old Mutual
10.2017 - 10.2021
Teller
Standard Bank of South Africa
09.2015 - 02.2017
Auditor's Assistant
University of Johannesburg
11.2013 - 12.2014
Regulatory Examination Certificate(RE5) -
National Diploma - Banking
National Senior Certificate -
Cornerstone College, University of Johannesburg
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