Job Search Status
Open to workDesired start date: Immediately
Open To Work
Masabata Khiba
Rose
Bethlehem
Work Preference
Summary
Dynamic Financial Advisor with a proven track record at Metropolitan, excelling in investment advice and relationship management. Leveraged analytical thinking to identify lucrative opportunities, enhancing client portfolios and ensuring compliance. Recognized for fostering trust and delivering tailored financial solutions, driving client satisfaction and loyalty.
Overview
1
1
Language
7
7
years of professional experience
Work History
Financial Advisor
Old Mutual
06.2024 - 01.2026
Financial Advisor
Metropolitan
11.2021 - 03.2024
- Conducted thorough market research to identify investment opportunities and trends.
- Assisted clients in understanding complex financial products and services.
- Collaborated with legal and tax professionals to optimize client strategies.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Assist Teacher
Fouriesburg Intermediate School
11.2021 - 03.2022
- Developed and implemented engaging lesson plans aligned with curriculum standards.
- Assessed student performance through various evaluation methods to inform instruction.
- Fostered a positive classroom environment that encouraged student participation and collaboration.
ECD Practitioner
Kgodisong Pre-primary School
05.2019 - 12.2021
- Developed engaging lesson plans tailored to children's developmental needs.
- Facilitated interactive learning activities promoting social skills and cognitive growth.
- Collaborated with parents to support children's educational progress and well-being.
- Mentored junior staff, enhancing their instructional techniques and classroom management skills.
Education
Level 4 - Early Childhood Education
Universal Outcomes College
Bethlehem 11-2022
Skills
Investment advice
Relationship building and management
Analytical thinking
Sales expertise
Sales and marketing
Insurance sales
Problem-solving
Customer service
Time management
Timeline
Financial Advisor
Old Mutual
06.2024 - 01.2026
Financial Advisor
Metropolitan
11.2021 - 03.2024
Assist Teacher
Fouriesburg Intermediate School
11.2021 - 03.2022
ECD Practitioner
Kgodisong Pre-primary School
05.2019 - 12.2021
Level 4 - Early Childhood Education
Universal Outcomes College