Miriam van schalkwyk
Financial Adviser
Southern,Western Cape
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
1
year of professional experience
1
1
English
1
1
Afrikaans
Work History
Financial Advisor
Old Mutual
Pinelands
08.2023 - Current
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Researched and evaluated potential investment products for clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on financial topics and best practices.
- Advised clients on investments, retirement and estate planning.
Education
NCA Certificate -
Moonstone
Online Ned Doman High
AthloneSkills
Product Promotion
Certified Trust and Fiduciary Advisor (CTFA)
Professional Demeanor
Sage 50
Financial Planning
Multitasking Abilities
Honest and Dependable
Certified Anti-Money Laundering Specialist
Organizational Skills NH
Timeline
Financial Advisor
Old Mutual
08.2023 - Current
NCA Certificate -
Moonstone
Ned Doman High