Python Programming Language
MOKWATI THABO RAMPHISA
Wealth Manager
Johannesburg,MP
Summary
Accomplished Wealth Manager with a proven track record. Adept in portfolio diversification and fostering client trust. Excelled in developing strategies that maximized asset allocation and minimized risks, achieving optimal returns. Skilled in regulatory compliance and building long-term client relationships, I consistently prioritize client interests and financial goals.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Wealth Manager
EQ-FIN Afilliate of Liberty
06.2024 - 12.2024
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
Financial Advisor-Estate Planning
Future Green Dot
10.2024 - 11.2024
- 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.
Senior Financial Advisor
Old Mutual
05.2019 - 08.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Facilitated new client onboarding process and investment account setup.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Engaged prospective clients in effort to build and develop new business opportunities.
Education
Postgraduate Diploma - Financial Planning
University of Free State
Bloemfontein, South Africa 04.2001 -
Post-Graduate Diploma - Financial Management
University of South Africa (UNISA)
Pretoria 04.2001 -
Certificate - Class of Business (COB)
Milpark Education
Johannesburg, South Africa 04.2001 -
Certificate - Regulatory Examination [RE1]
Moonstone
Johannesburg, South Africa 04.2001 -
Certificate - Regulatory Examination (RE5)
Moonstone
Johannesburg, South Africa 04.2001 -
Bachelor of Accounting - Accounting And Finance
University of Johannesburg
Johannesburg, South Africa 04.2001 -
High School Diploma -
St Mark's College
Polokwane, South Africa 04.2001 -
Skills
Portfolio diversification
Affiliations
- Toastmasters
Software
Microsoft Word, PowerPoint and Exel
Discounted Cash Flow modelling
Stock valuation with comparable company analysis
Interests
I love collecting Art and books, I own more than one thousand books in my library
Camping, hiking and sightseeing
Playing Chess and other board games
Timeline
Financial Advisor-Estate Planning
Future Green Dot
10.2024 - 11.2024
Wealth Manager
EQ-FIN Afilliate of Liberty
06.2024 - 12.2024
Senior Financial Advisor
Old Mutual
05.2019 - 08.2022
Postgraduate Diploma - Financial Planning
University of Free State
04.2001 -
Post-Graduate Diploma - Financial Management
University of South Africa (UNISA)
04.2001 -
Certificate - Class of Business (COB)
Milpark Education
04.2001 -
Certificate - Regulatory Examination [RE1]
Moonstone
04.2001 -
Certificate - Regulatory Examination (RE5)
Moonstone
04.2001 -
Bachelor of Accounting - Accounting And Finance
University of Johannesburg
04.2001 -
High School Diploma -
St Mark's College
04.2001 -
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