Neil Gaukes Mostert
Wealth Advisor
Pretoria,GP
Overview
12
12
years of post-secondary education
36
36
years of professional experience
Work History
Wealth Advisor
Attooh Financial Services
Pretoria, Gauteng
11.2020 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Managed R170,000000 in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Financial Advisor
EB Hub Financia Services
Pretoria, Gauteng
03.2009 - 10.2014
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
Business Owner
Cash Converters Pinetown
Durban, Kwazulu Natal
03.1988 - 07.2007
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Trained and motivated employees to perform daily business functions.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Input income and expense details into database to track business finances and address variances.
- Devised processes to boost long-term business success and increase profit levels.
National Sales Manager
Dano Textiles (Glodina Holdings)
Durban, Kwazulu Natal
02.1994 - 06.1998
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Exceeded targets by building, directing and motivating high-performing sales team.
- Directed work of efficient administrative team maintaining accurate sales, inventory and order documentation.
- Conferred design and production departments on customer needs and preferences to stay on top of changing demands.
- Managed and motivated sales team to increase revenue 40% in 3 years.
- Managed national sales programs, supervised 52 sales representatives and evaluated KPIs for promotional opportunities.
- Negotiated and closed agreements with large customers and monitored and analyzed performance metrics.
- Established and maintained budgets, quotas and regional territories for team members to drive consistent growth.
- Remained responsive to changing targets by preparing monthly, quarterly and annual sales reports and forecasts.
Regional Sales Manager
Arwa Textiles
Bloemfontein, Freestate
08.1988 - 01.1994
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Exceeded targets by building, directing and motivating high-performing sales team.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
- Led targeted training programs to educate staff on product benefits and service capabilities.
- Delivered consistent and relevant feedback to sales personnel to improve telephone and selling skills.
- Finalized sales contracts with high-value customers.
- Met with each sales representative on monthly basis to answer questions, resolve issues and identify new strategies.
Education
High School Diploma -
Afrikaans Hoër Seunskool
Pretoria 01.1978 - 12.1980
3 Yr National Diploma - Animal Science
Technicon Pretoria
Pretoria 01.1982 - 12.1985
Diploma in Business Management - Business Management
Institute of Business Management
Bloemfontein 01.1989 - 12.1991
National Certificate in Wealth Management - Finance
University of Stellenboch Business School
Pretoria 03.2010 - 06.2011
National RE1 Qualififcation - Finance
South African Financia Services Board
Pretoria 01.2012 - 12.2012
Skills
Retirement needs
Investment planning
Mutual funds
Trend analysis expertise
Insurance decisions
Stock market understanding
Economic assessments
Profit optimization
Portfolio Management
Financial assistance
Up-to-date market knowledge
Investment advice
Financial services
Financial planning
Retirement planning
Wealth Management
Timeline
Wealth Advisor
Attooh Financial Services
11.2020 - Current
National RE1 Qualififcation - Finance
South African Financia Services Board
01.2012 - 12.2012
National Certificate in Wealth Management - Finance
University of Stellenboch Business School
03.2010 - 06.2011
Financial Advisor
EB Hub Financia Services
03.2009 - 10.2014
National Sales Manager
Dano Textiles (Glodina Holdings)
02.1994 - 06.1998
Diploma in Business Management - Business Management
Institute of Business Management
01.1989 - 12.1991
Regional Sales Manager
Arwa Textiles
08.1988 - 01.1994
Business Owner
Cash Converters Pinetown
03.1988 - 07.2007
3 Yr National Diploma - Animal Science
Technicon Pretoria
01.1982 - 12.1985
High School Diploma -
Afrikaans Hoër Seunskool
01.1978 - 12.1980