Nasimah Mahomed
Private Wealth Advisor
Johannesburg
Summary
Experienced Certified Financial Planner (CFP) with over 10 years of progressive experience in financial services, specialising in retirement, estate, investment, and fiduciary planning. Skilled in providing strategic technical expertise, regulatory compliance, and cross-functional collaboration. Seeking to leverage my technical and analytical strengths in a non-client-facing role such as technical advisory, financial planning strategy, compliance, or enablement within a forward-thinking financial institution.
Overview
22
22
years of professional experience
Work History
Private Wealth Advisor
RMB Private Bank
Johnnesburg
11.2022 - Current
- Identified fiduciary and philanthropic opportunities for high-net-worth clients (Local & Offshore).
- Collaborated across internal teams to enhance wealth strategy delivery.
- Ensured compliance with legislative and audit requirements.
- Participated in cross-functional strategic planning to enhance service offering and internal capability.
- Delivered internal revenue growth through strategic portfolio management and internal business solutions.
Financial Planning Consultant
Alexander Forbes
Johannesburg
07.2019 - 10.2022
- Managed AUM exceeding R100 million from retirement, retrenchment, and resignation fund members.
- Developed and executed financial strategies with Employee Benefit Consultants.
- Contributed to RBC (Retirement Benefit Counselling) initiatives and internal education strategy.
- Supported fund member compliance, reporting, and industry updates.
Senior Financial Planner
Sanlam Life Insurance
Johannesburg
05.2018 - 06.2019
- Provided technical consulting on retirement, estate, and investment planning.
- Assisted internal teams in structuring business assurance strategies.
Financial Advisor
SP3 Insurance Brokers CC
Johannesburg
08.2017 - 04.2018
- Delivered financial advice and performed internal compliance checks.
- 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.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Metafin (Pty) Ltd
Johannesburg
01.2008 - 07.2017
- Provided comprehensive financial planning across multiple service lines.
- Collaborated with internal stakeholders and broker consultants.
- Implemented AtWork CRM for financial planning operations.
Admin Assistant and Para-Planner
Metafin (Pty) Ltd
Johannesburg
10.2003 - 12.2007
- Prepared client documentation, quotations, and portfolio updates.
- Supported day-to-day operations with administrative and data processing duties.
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
- Prepared for meetings by gathering materials, reports and presentations.
- Networked with local community and businesses to promote financial services.
- Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
- Put together detailed financial and investment plans for customers.
Education
Certified Financial Planner (CFP) -
Financial Planning Institute of Southern Africa (FPI)
09.2019
Postgraduate Diploma in Financial Planning (NQF Level 8) -
University of The Free State
06.2018
Advanced Certificate in Financial Planning (NQF Level 6) -
Milpark Education
06.2014
RE5: Regulatory Exam - Representative -
Financial Planning Institute of Southern Africa (FPI)
08.2011
National Certificate: Wealth Management (NQF Level 5) -
Financial Planning Institute of Southern Africa (FPI)
07.2010
Accredited Health Broker -
Council of Medical Schemes
Skills
- Technical Financial Planning Expertise
- Fiduciary & Estate Strategy
- Retirement & Investment Product Knowledge
- Compliance & Regulatory Frameworks
- Strategic Business Development
- Financial Planning Tools & Systems
- Stakeholder Collaboration & Internal Consulting
- Project & Operations Support
References
Available upon request or contactable from prior employers (details retained privately for discretion).
Additional Information
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Timeline
Private Wealth Advisor
RMB Private Bank
11.2022 - Current
Financial Planning Consultant
Alexander Forbes
07.2019 - 10.2022
Senior Financial Planner
Sanlam Life Insurance
05.2018 - 06.2019
Financial Advisor
SP3 Insurance Brokers CC
08.2017 - 04.2018
Financial Advisor
Metafin (Pty) Ltd
01.2008 - 07.2017
Admin Assistant and Para-Planner
Metafin (Pty) Ltd
10.2003 - 12.2007
Certified Financial Planner (CFP) -
Financial Planning Institute of Southern Africa (FPI)
Postgraduate Diploma in Financial Planning (NQF Level 8) -
University of The Free State
Advanced Certificate in Financial Planning (NQF Level 6) -
Milpark Education
RE5: Regulatory Exam - Representative -
Financial Planning Institute of Southern Africa (FPI)
National Certificate: Wealth Management (NQF Level 5) -
Financial Planning Institute of Southern Africa (FPI)
Accredited Health Broker -
Council of Medical Schemes
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