Mushfiekah Fenton-Roman
Cape Town
Summary
I am a customer-focused professional with experience in client interactions and account relationship management. I use structured communication to resolve needs and improve engagement. I bring financial expertise and leadership background to drive service outcomes and organizational performance.
I am eager to secure a position that presents both a challenge and the opportunity for reward, where I can leverage my robust financial acumen, proven leadership abilities, and extensive industry experience to deliver unparalleled customer
service, and drive profitability for the organization. As a diligent professional, I excel in every task I undertake, and I possess a forward-thinking mindset, always ready to embrace and master new skills to contribute to the success of the
company.
Overview
2
2
Languages
1
1
Certification
10
10
years of professional experience
Work History
Financial Advisor
Old Mutual Limited
09.2021 - Current
- Built trust through regular client updates and consistent follow-ups.
- Advised clients on financial options and matched investments to needs.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Student Guidance Manager
Shaw Academy
Cape Town, South Africa
03.2020 - 08.2021
- Advised course selections to support clearer, day-to-day student decision-making.
- Coordinated with faculty to address student concerns and improve learning experiences.
- Implemented student feedback systems to strengthen guidance services for better support.
Sales Representative
Sell Direct Marketing
04.2018 - 03.2020
- Engaged potential customers and presented products with confident guidance daily.
- Matched customer needs with well-presented solutions to improve outcomes.
- Maintained customer relationships to support satisfaction and repeat business.
- Monitored and analysed customer feedback, implementing changes to improve service quality and customer satisfaction.
Deli Assistant/Cook
Shoprite Holdings/Checkers
02.2017 - 03.2018
- Prepared deli items while following health and safety procedures.
- Served customers and kept work area tidy for audit checks.
- Checked stock levels and restocked deli items to maintain availability.
- Plated and garnished food to improve customer presentation.
- Collaborated with head chef to trial innovative dishes for customers.
Education
High School Diploma -
Crystal Secondary High Scool
11-2015
Higher Certificate in Wealth Manager -
Moonstone Business School of Excellence
06-2024
Skills
- Client relationship management
- Financial planning
- Problem solving
- Time management
- Relationship Management
- Computer literate
- Office admin
- Market analysis
- Conflict resolution
- Multi-Tasking in it systems
Languages
English
Proficient
C2
Afrikaans
Intermediate
B1
Certification
- RE5 certified
Employment reference
Mahir Fredericks(Second In Charge) - 073 793 1779
Timeline
Financial Advisor
Old Mutual Limited
09.2021 - Current
Student Guidance Manager
Shaw Academy
03.2020 - 08.2021
Sales Representative
Sell Direct Marketing
04.2018 - 03.2020
Deli Assistant/Cook
Shoprite Holdings/Checkers
02.2017 - 03.2018
High School Diploma -
Crystal Secondary High Scool
Higher Certificate in Wealth Manager -
Moonstone Business School of Excellence