Mohlaume Geoffrey Mamabolo
Financial Advisor
Kwaggasrand
Summary
I am a self-motivated individual who is willing to take on any task that is presented to me, I am eager and willing to learn new things. I need minimum supervision while I am performing tasks and I am a fast learner. I can easily maneuver through Microsoft office packages and have improving knowledge of Pastel Accounting v.11. I am eager and highly motivated to improve my knowledge and understanding in the industry of Finance and Accounting. I have a strong customer service background gained in working as a Product Promoter in 2006 and in my current position as SSO in the Aviation training field. I thrive in challenge and I am always seeking ways to do things at optimum level of skill and professionalism. I always work hard at bringing about a positive change. Given all the above, I believe I can add value to your organization.
Overview
17
17
years of professional experience
5
5
Languages
Work History
Financial Advisor
Discovery
12.2019 - Current
- 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Financial Advisor
Liberty Group Ltd
06.2014 - 11.2019
- 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
SIMULATOR SUPPORT OFFICER
AIR TRAFFIC AND NAVIGATIONAL SERVICES
10.2007 - 10.2013
- SETUP AND OPERATE FLIGHT SIMULATORS
- ASSIST IN THE PRACTICAL TRAINING OF AIR TRAFFIC CONTROLLERS
- ASSIST IN THE PREPARATION OF COURSE MATERIAL
- INTER-ACT WITH LOCAL AND INTERNATIONAL CLIENTS
- ASSIST IN THE DEVELOPMENT OF EXERCISES AS PER TRAINING REQUIREMENTS
- ASSIST IN COURSE LEADER FUNCTIONS
- OPERATE DIFFERENT TRAINING SIMULATORS
- TAKE PART IN RESEARCH AND DEVELOPMENT ACTIVITIES TO IMPROVE TRAINING METHODS
Education
Grade 12 -
Pretoria West High School
01.2001 - 01.2005
Digital Music Production - undefined
Emendy Sound and Music Technologies
01.2007 - 06.2007
National Diploma in Technical Financial Accounting - undefined
Intec College
05.2011 - 05.2013
Financial Planning Diploma NQF 5 - Financial Planning And Services
Milpark Education
Cape Town, South Africa 04.2001 -
Regulatory Exam - Financial Planning And Services
FPI
Fairland, South Africa 04.2001 -
Skills
Interpersonal Skills
Communication Skills
Problem-Solving Skills
Analytical Reasoning
Numerical Reasoning
MS Office (Word, Excel, PowerPoint)
Pastel Accounting
Income Tax Calculations
Cost Accounting
Bookkeeping
Investment planning
Client Relations
Insurance decisions
Financial Advising
Retirement planning
Wealth Management
Dependants
2
Address
112 Inner Crescent St, Pretoria West, Gauteng, 0183, 112 Inner Crescent St, Kwaggasrand, Gauteng, 0183
References
- Ms O Selebo, Human Resources ATNS, 011 607 1356
- Mr R Mpaneng, Air Traffic Controller ATNS/HR, 072 081 7750 / 011 607 1341
Personal Information
- ID Number: 8712236308080
- Date of Birth: 12/23/87
- Gender: MALE
- Nationality: SOUTH AFRICAN
- Marital Status: SINGLE
- Religion: CHRISTIAN
Timeline
Financial Advisor
Discovery
12.2019 - Current
Financial Advisor
Liberty Group Ltd
06.2014 - 11.2019
National Diploma in Technical Financial Accounting - undefined
Intec College
05.2011 - 05.2013
SIMULATOR SUPPORT OFFICER
AIR TRAFFIC AND NAVIGATIONAL SERVICES
10.2007 - 10.2013
Digital Music Production - undefined
Emendy Sound and Music Technologies
01.2007 - 06.2007
Financial Planning Diploma NQF 5 - Financial Planning And Services
Milpark Education
04.2001 -
Regulatory Exam - Financial Planning And Services
FPI
04.2001 -
Grade 12 -
Pretoria West High School
01.2001 - 01.2005
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