Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, investments and helping clients meet financial goals through sound advice and effective portfolio management.
Client Relations
South African, Female, Johannesburg Polytech Institute, Matric, 12, The Body Shop, Sales Advisor, Welcomed customers into the store, Determine the needs of a customer and offer solutions, Promote products and services, Demonstrate products and services to customers, Helping the customers with the transaction process at the till point, Tidied up the store, Oldmutual, Salaried Financial Advisor, Assessing client's financial needs and help them choose achieve financial goals, such as choosing investments (educational plan, savings, retirement plans), Helping them to have dignified funerals for their loved ones by taking the right amount of funeral and life covers
National Certificate Wealth Management
I enjoy every genre as long as the beat is on.