Phemelo Maretela
Bloemfontein,South Africa
Summary
A highly skilled financial professional with extensive expertise in debt management, investment strategy development, and financial planning. Demonstrates strong decision-making aptitude and assertiveness in advising clients, ensuring confidentiality and effective conflict resolution. Proficient in client relationship management, budgeting, and estate planning, with a proven track record in client acquisition and book building. Committed to delivering tailored investment advice and planning for retirement while efficiently managing time to meet diverse client needs.
Overview
12
12
years of professional experience
2016
2016
years of post-secondary education
1
1
Certification
Work history
Private Advisor
FNB Private Wealth
01.2015 - Current
Private Banker Analyst
FNB Private Clients
01.2015 - 01.2016
Finance Intern
Dr. Ruth Segomotsi Mompati District Municipality
01.2014 - 01.2015
Trainee Accountant
Guarantee Trust
06.2015 - 08.2014
How2Buddy
NMMU How2Buddy
01.2013 - 03.2013
Education
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Kismet Secondary School
Post Graduate Diploma - Financial Planning
Univeristy of the Free State
Bloemfontein, Orange Free State 01.2022 - 12.2024
Bcom General Accounting Degree -
Nelson Mandela Metropolitan University
Skills
- Debt management competence
- Decision-Making aptitude
- Client confidentiality practices
- Investment strategy development
- Dealing with uncertainty
- Assertiveness in advising
- Financial product knowledge
- Financial planning expertise
- Conflict resolution capability
- Efficient time management
- Financial planning
- Budgeting expertise
- Client Relationship Management
- Planning for retirement
- Life assurance products
- Estate planning
- Client acquisition
- Client book building
- Investment advice
Languages
English
Fluent
Setswana
Advanced
Afrikaans
Upper intermediate
Xhosa
Advanced
Sesotho
Fluent
Affiliations
- Swimming
- Beading
- Travelling
Certification
Obtained a Post Graduate Diploma in Financial Planning
References
- Dipuo Motshelabola, Senior Accountant, Dr. RS Mompati Municipality, 053 927 2222, 082 390 4351
- Kgopolang Mapondo, Supervisor of Trainee Accountants, Guarantee Trust, 079 941 3755
- Aney Alexander, Sales and Service Manager, FNB Private Wealth, 072 022 6546
- Rudi Du Plooy, Divisional Manager, FNB Private Wealth, 082 773 0262
Personal Information
- ID Number: 8805020770081
- Date of birth: 05/02/88
- Gender: Female
- Nationality: South Africa
- Marital status: Married
Timeline
Post Graduate Diploma - Financial Planning
Univeristy of the Free State
01.2022 - 12.2024
Trainee Accountant
Guarantee Trust
06.2015 - 08.2014
Private Advisor
FNB Private Wealth
01.2015 - Current
Private Banker Analyst
FNB Private Clients
01.2015 - 01.2016
Finance Intern
Dr. Ruth Segomotsi Mompati District Municipality
01.2014 - 01.2015
How2Buddy
NMMU How2Buddy
01.2013 - 03.2013
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Kismet Secondary School
Bcom General Accounting Degree -
Nelson Mandela Metropolitan University
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