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
Timeline
Financial Advisor
Sanlam Sky
02.2022 - 04.2022
Financial Advisor
Metropolitan
11.2018 - 12.2021
Matric -
Luzie Drift S.S.S
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