Monica Marelize Badenhorst
Accredit Financial Advisor
Bloemfontein,Free State
Summary
Dynamic Financial Advisor with a proven track record at Sanlam, specializing in retirement planning, life cover and investment management. Expert in developing tailored financial strategies that enhance client satisfaction and retention. Strong interpersonal skills foster trust, while proficiency in Microsoft Office and financial software drives effective portfolio management. Committed to helping clients achieve their financial goals.
Approachable, well presented and able to establish good working relationships with a range of different people.
Overview
25
25
years of professional experience
2
2
Languages
Work History
Financial Advisor
Sanlam
Bloemfontein
12.2021 - Current
- Developed comprehensive financial plans for clients to achieve long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
- Assisted clients in achieving their financial objectives by recommending appropriate products
Financial Advisor
Standard Bank
Bloemfontein
05.2021 - 11.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' 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.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Personal Assistant
Sanlam Financial Advisor
Bloemfontein
09.2012 - 06.2014
- Making/Confirm Appointments
- Database Updating
- Printing, photocopying and scanning
- Updating, processing and filling of documents
- Handling of incoming calls and taking messages
- Travel and Accommodation Arrangements
- Follow up on applications
Administrative Clerk
Free State Department of Education
Bloemfontein
03.2000 - 08.2012
- General Office Administration including: Filing, Faxing and Typing of submissions and reports
- Follow up of documents
- Preparation of Weekly/Monthly Reports
- Travel and Accommodation Arrangements
- Database Updating
- Making of Appointments with principals
- Collecting information for clients through Departmental Website and Information System
- Distribute, compile and prepare letters and documents
- Monitoring inventory and office stationery.
Education
Wealth Management NQF5 - Wealth Managment
Inseta
Bloemfontein, South Africa 04.2001 -
Regulatory Examination Certificate - Regulatory Exam
Moonstone
Bloemfontein 04.2001 -
Advance Bookkeeping Certificate - Bookkeeping
Skills Academy
Bloemfontein, South Africa 04.2001 -
Certificate in Financial Management - Financial Management
Institution of Business Management of South Africa
Bloemfontein 04.2001 -
High School Diploma -
Sand Du Plessis High School
Bloemfontein 04.2001 -
Skills
Microsoft Office
Sanfin (Sanlam)
Sanport (Sanlam)
Glacier (Sanlam)
STANLIB (Standard Bank)
Liberty Online
Investment planning
Sales and marketing
Financial planning
Retirement needs
Retirement planning
Financial & Investment Advice
Timeline
Financial Advisor
Sanlam
12.2021 - Current
Financial Advisor
Standard Bank
05.2021 - 11.2021
Personal Assistant
Sanlam Financial Advisor
09.2012 - 06.2014
Wealth Management NQF5 - Wealth Managment
Inseta
04.2001 -
Regulatory Examination Certificate - Regulatory Exam
Moonstone
04.2001 -
Advance Bookkeeping Certificate - Bookkeeping
Skills Academy
04.2001 -
Certificate in Financial Management - Financial Management
Institution of Business Management of South Africa
04.2001 -
High School Diploma -
Sand Du Plessis High School
04.2001 -
Administrative Clerk
Free State Department of Education
03.2000 - 08.2012
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