Marcelino Lombard
Financial Advisor
Summary
Experienced Financial Advisor team leader with over 13 years of dedicated service in the industry. Proficient in driving success through effective teamwork, collaboration, and strong analytical and critical thinking skills. Adept at managing time efficiently and building lasting relationships with clients and team members. Demonstrated expertise in problem-solving, complemented by advanced computer skills for comprehensive financial analysis and decision-making. Committed to delivering exceptional results and guiding teams towards financial prosperity through a combination of leadership, strategic planning, and technical proficiency within the financial sector.
Overview
17
17
years of professional experience
2
2
Languages
Work History
Financial Advisor
Old Mutual RMM
05.2010 - Current
- Prepare action plans and schedules to identify specific targets
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Helped clients make informed decisions about financial future.
- Proven ability to develop and implement creative solutions to complex problems.
- Follow up on new leads and referrals resulting from field activity
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Identify sale prospect
- Prepare presentation, proposals, and sale
- Establish and maintain current client and potential client relationships
- Prepare paperwork to activate and maintain client services
- Manage client policies through quality checks and follow up
- Identify and resolve client concerns
- Communicate new product and services to new and exciting clients
- Time management
- Prepare a variety of status reports, including active, closing, follow-up, and adherence to goal.
- Presented financial plans and investment recommendations to clients.
Maintenance Supervisor
Herbal-Homeopathic
08.2009 - 04.2010
- Assemble, install, wire, and repair electrical and electronic components
- Strategies to improve production faculties
- Reduce incidents of costly breakdowns
- Also provide training to workers with regards to safe measures on electrical equipment to improve the useful life of equipment and machinery
- Designing maintenance strategies
- Planning and scheduling work and planning unplanned work
- Diagnosing breakdowns problems
- Evaluated final results to determine quality levels and isolate root causes of any identified faults.
- Carry out quality inspection on jobs
- Liaising with clients, departments, and customers
- Arranging specialist procurement of fixtures, fittings, or components
- Controlling maintenance tools, store, and equipment
- Monitoring and controlling maintenance costs.
Production Line Supervisor
Herbal-Homeopathic
01.2007 - 07.2009
- Monitoring stock levels
- Kept accurate and detailed records of personnel progress and productivity.
- Hygienic inspection
- Respond to poor quality
- Monitor slow/fast production and take appropriate action
- Keep work area clean, tidy, and uncluttered
- Manage line efficiency, report on production activities
- Maintain daily file of all products and accurate completion of daily report
- Communicate problem and make suggestions regarding solutions
- Ensure professional appearance and conduct
- Ensure target is achieved
- Inform manager of any changes
- Maintain maintenance
- Ensure quality and safety.
Education
No Degree - Fit & Proper, COB, CPD & RE 5
Old Mutual Plumbline Assessments
Cape Town, South Africa 04.2001 -
NQF 5 Generic Management Qualification -
(SDP) Skills Development Professionals
Cape Town, South Africa 04.2001 -
No Degree - Certificate in Financial Products (NQF Level 4)
Milpark Business School
Cape Town, South Africa 04.2001 -
High School Diploma -
Zeekoevlei Senior Secondary School
Cape Town, South Africa 04.2001 - 2004.04
Skills
- Teamwork and Collaboration
- Analytical Thinking
- Critical Thinking
- Time management abilities
- Relationship building and management
- Problem-solving aptitude
- Computer Skills
Availability
Immediately
Driver License
Code 08 / EB
Health
Excellent
Personal Information
- ID Number: 8501115270083
- Dependents: 3
- Nationality: South African
- Marital Status: Married
References
- Leigh-Ann Gordan, Old Mutual Branch Manager, 0828917451
- Merle Linden, Herbal-Homeopathic Production Manager, 0824597844
Timeline
Financial Advisor
Old Mutual RMM
05.2010 - Current
Maintenance Supervisor
Herbal-Homeopathic
08.2009 - 04.2010
Production Line Supervisor
Herbal-Homeopathic
01.2007 - 07.2009
No Degree - Fit & Proper, COB, CPD & RE 5
Old Mutual Plumbline Assessments
04.2001 -
NQF 5 Generic Management Qualification -
(SDP) Skills Development Professionals
04.2001 -
No Degree - Certificate in Financial Products (NQF Level 4)
Milpark Business School
04.2001 -
High School Diploma -
Zeekoevlei Senior Secondary School
04.2001 - 2004.04
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