NTSOEU KATLEHO
Bloemfontein
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
Work History
Private Client Financial Advisor
FNB
Bloemfontein
05.2024 - Current
- 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 post retirement.
- 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.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Advisor
Old Mutual
Bloemfontein
1 2014 - 1 2022
- The key highlight in this role is to provide sound financial advice to clients
- Conduct needs analysis of clients to help them reach their financial goals
- Interact with stakeholders and build and maintain relationships with them
- Meet and over exceed sales targets
- Promote and solution financial products for clients
- Helping them develop a financial plan for their lives
Financial Advisor
FNB
01.2022 - 05.2024
- The key responsibilities about this role is to develop a thorough understanding of a client's complete financial profile and deliver a wide range of banking and financial solutions
- Provide integrated financial advice while focusing on the client's needs on the three pillars of Insure, investment and lending
- Create and maintain relationships with clients and actively review and profiles to meet their goals .
Education
Advanced Diploma in Logistics and Transportation - undefined
Central University of Technology
01.2021 - 04.2022
Higher certificate in Financial Products - undefined
Milpark
01.2019 - 04.2019
RE 5 Certificate - undefined
Moonstone
01.2014 - 04.2014
Diploma in Financial Information Systems -
Central University of Technology
01.2016 - 04.2020
Postgraduate Diploma in Financial Planning
University of The Free State
Bloemfontein12.2024
Skills
Team player
Aboutme
Knmakoa@gmail.com, 073 669 5013, 18 Rautenbach Street, Fichardtpark, Bloemfontein, 9301
Languages
English
Sesotho
Afrikaan (basic)
References
- Auntonette Coleman, 0795062860, Old Mutual
- Trudie De Beer, 0659436432, FNB
Interests
Sport fanatic
Timeline
Private Client Financial Advisor
FNB
05.2024 - Current
Financial Advisor
FNB
01.2022 - 05.2024
Advanced Diploma in Logistics and Transportation - undefined
Central University of Technology
01.2021 - 04.2022
Higher certificate in Financial Products - undefined
Milpark
01.2019 - 04.2019
Diploma in Financial Information Systems -
Central University of Technology
01.2016 - 04.2020
RE 5 Certificate - undefined
Moonstone
01.2014 - 04.2014
Financial Advisor
Old Mutual
1 2014 - 1 2022
Postgraduate Diploma in Financial Planning
University of The Free State
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