Matshidiso Lenatha
Financial Advisor
Gauteng
Summary
Proven Financial Advisor with a track record of fostering client trust and loyalty at Metropolitan, leveraging tax law expertise and exceptional relationship-building skills. Specialized in developing comprehensive financial plans and retirement services, achieving clients' long- and short-term goals through tailored investment strategies. Demonstrates a deep understanding of the stock market, enhancing client financial literacy and portfolio performance.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Sanlam Sky
Johannesburg
02.2022 - 04.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Metropolitan
Johannesburg
11.2018 - 12.2021
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Matric -
Luzie Drift S.S.S
Eastern Cape Skills
Education funds
Stock market understanding
Tax law expertise
Worked with clients to support understanding of rationale and details of financial strategies
Timeline
Financial Advisor
Sanlam Sky
02.2022 - 04.2022
Financial Advisor
Metropolitan
11.2018 - 12.2021
Matric -
Luzie Drift S.S.S