Marzanne Jordaan
Pretoria
Summary
Senior Associate & Wealth Manager with extensive experience in financial planning, business analysis, tax planning, and trust structuring. Renowned for expertise in succession planning, estate and business planning, and strategic financial management. Successfully managed high-net-worth client portfolios and developed bespoke investment strategies to meet individual financial goals. Proven track record in leveraging portfolios for acquisitions and mitigating risks through comprehensive financial assessments. Adept at building strong client relationships and leading multi-disciplinary teams to achieve optimal outcomes. Career goal: To continue providing unparalleled wealth management services while fostering global citizenship for clients.
Overview
9
9
years of professional experience
Work History
Senior Associate & Wealth Manager
Holborn Assets
Pretoria
01.2022 - Current
- My core strength lies in working with complex financial structuring and my commitment to an integrated wealth management approach
- Understands that each client has a unique financial journey and tailors bespoke solutions to meet their individual needs
- Building and Managing a team of experts that supports both my practice and my clients that allows a family office approach. Allowing my clients to grow and build their Wealth Portfolio.
- Succession Planning: Strategically preparing for the transfer of wealth and responsibilities to future generations Business Succession Planning for HNIW business , and Trusts
- Risk Mitigation of Business- Buy and Sell agreements, contingent liability, Keyman Insurance. Asset swaps and share buybacks,and cashflow requirements
- Estate and Business Planning: Developing comprehensive plans for managing and transferring assets in a tax effective manner from one generation to the next both locally and internationally in key tax jurisdictions like Isle of Man, and Mauritius, South Africa
- Company and Trust Structuring: Creating efficient structures for businesses and trusts to optimize financial outcomes in key tax jurisdictions like Isle of Man Guernsey, Jersy, and Mauritius, South Africa
- Designed unique investment strategies to match clients' objectives, Asset class allocation, Equities, Bonds, Property portfolios,Listed Notes Hedge Funds, and Income funds. JSE, S&P500 Private Equity, Capital Markets
- Local and Offshore Pension Advice: Advising on pension planning in both domestic and international contexts
- Citizenship by Investment: Assisting clients in obtaining new citizenship through investment opportunities
- Strategic Management: Leveraging and gearing portfolio's for accusations
- Strategic partnerships with PH Attorneys provide full Commercial Law services with a M&A team to assist
- Strategic partnerships with Auction Inc
- Strategic partnerships with @360 Finance
Tutor
University of the Fee Sate
03.2022 - 11.2023
- Tutoring of Students studying toward the Postgraduate in Financial Planning Law, specifically on the Case Study with an average pass mark of 75 % in 2023
Personal Financial Planner
Absa Private and Business Banking
Rustenburg
06.2019 - 12.2022
- Company Overview: Commercial
- Responsible for servicing high-net-worth clients, Companies, and Trusts in the Northwest, including Rustenburg, Hartbeespoort, Brits, and surrounding areas
- Managed a team of 18 bankers' portfolios, providing strategic management to ensure client portfolios were structured to mitigate risk and grow wealth
- Delivered a range of services including estate planning, trust planning, succession planning, business analysis, investment management, and portfolio management
- Managed private banking client portfolios ranging from R750,000 to R3,000,000 annually, as well as business banking premium and growth portfolios between R50 million to R1 billion
- Conducted comprehensive financial assessments and crafted bespoke investment strategies that aligned with clients' financial goals and risk profiles
- Developed strategies for asset management and succession planning, effectively minimizing tax implications and optimizing wealth transfer
- Engaged in strategic planning, leveraging and gearing existing client portfolios to enhance performance
- Trained and developed banking staff to ensure a robust understanding of the bank's insurance offerings and the importance of client engagement
- Built and maintained strong internal and external business relationships to drive client and banker satisfaction and retention
- Commercial
- Developed strong referral networks with other professionals in related fields, leading to increased collaboration opportunities and business growth.
- Provided exceptional customer service by promptly addressing concerns or inquiries, leading to high client retention rates.
- Enhanced overall portfolio performance by regularly reviewing asset allocation plans in line with changing economic conditions or shifts in personal circumstances.
- Optimized retirement strategies by assessing individual goals, risk tolerance levels, and time horizons, ensuring a comfortable post-career nest egg.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and best practices to consistently provide relevant advice to clients.
- Collaborated with cross-functional teams to devise comprehensive wealth management solutions tailored to individual client needs.
- Effectivly engaging with internal stakholders from the managment team to drive bank assurance across Business Bank, Private Bank
- Creating team structures to create cross selling oppertunities
Personal Finacial Planner
Nedbank
Bloemfontein, South Africa
07.2016 - 05.2019
- Increased revenue generation by proactively identifying new business opportunities and expanding the company''s clientele base.
- Maximized tax efficiency for clients through strategic planning and implementation of tax-saving techniques.
- Strengthened client relationships through regular meetings and updates, ensuring trust and satisfaction in service delivery.
- Managed accounts and assets in compliance with established regulations to ensure the security of clients'' information and funds.
- Provided exceptional customer service by promptly addressing concerns or inquiries, leading to high client retention rates.
- Conducting client reviews on portfolios, managing the existing portolio for growth.
- Conducting Estate Analises, Retirement planning and Risk insurance stratigies.
- Investment Portfolio managment.
Education
Diploma of Higher Education - Post Graduate Financial Planning Law (CFP)
University of The Free State
01.2022
Bachelor of Arts - Corporate Marketing And Communication
University of The Free Sate
01.2018
Certificate of Higher Education - Class of Business
Milpark Business School
Certificate of Higher Education - Structured Deposits
Milpark Business School
Certificate of Higher Education - Representative Exam (RE5)
Moonstone Business School
01.2017
Skills
- Financial Planning
- Business Analyses
- Tax Planning
- Trust Planning
- Succession Planning
- Retirement Planning
- Investment Strategy Planning
- Estate and Succession Planning
- Leveraging
- Business Strategic Planning
- Building and Motivation of Teams
- Public Speaking
- Business Negotiation
- Identifying and Analyzing key target markets
- Strong Business ethics
- Strong Negotiator
- Strategic Marketing
- Strategic Planning
- Financial analysis
- Asset realization
- Budget planning and management
- Relationship building
- Stakeholder engagement
- Sales strategy implementation
- Cross border advice
- Offshore Trusts and Companies
- Offshore Retirement planning
- Strategic market positioning
- Strategic planning
- Business Management
- Deal Structuring and negotiations
- Effective team management
- Effective strategies performance
- Business Coaching
- Strategy development
- Risk management
- Problem Solving
- Market research
- Influential communicator
Accomplishments
Holborn Assets Top Advisor award Offshore - 2024
Momentum Top 20 Award 2023
Liberty Advisor Award 2021
Timeline
Tutor
University of the Fee Sate
03.2022 - 11.2023
Senior Associate & Wealth Manager
Holborn Assets
01.2022 - Current
Personal Financial Planner
Absa Private and Business Banking
06.2019 - 12.2022
Personal Finacial Planner
Nedbank
07.2016 - 05.2019
Certificate of Higher Education - Structured Deposits
Milpark Business School
Certificate of Higher Education - Representative Exam (RE5)
Moonstone Business School
Diploma of Higher Education - Post Graduate Financial Planning Law (CFP)
University of The Free State
Bachelor of Arts - Corporate Marketing And Communication
University of The Free Sate
Certificate of Higher Education - Class of Business
Milpark Business School