Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Senziweyinkosi Nqubuka

Financial Advisor
Newcastle

Summary

Dynamic Financial Advisor who has demonstrated success at Old Mutual PFA in both client relations and financial planning. Professionally developed, customized financial plans that increase portfolio performance and foster customer loyalty. Competent in risk assessment and problem-solving, making sure clients meet their financial objectives while negotiating challenging market circumstances.

Overview

3
3
years of professional experience

Work History

Financial Advisor

Old Mutual PFA
02.2024 - 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 postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
  • Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
  • Advised clients on investments, retirement, risk planning and estate planning.

Direct Marketing Sales Representative

Le Morgan
06.2023 - 12.2023
  • Identified potential customers and successfully persuaded them to purchase products and services.
  • Negotiated advantageous contracts with clients that secured long-term business opportunities and revenue growth for the organization.
  • Implemented time management strategies to juggle multiple responsibilities effectively, ensuring timely follow-up with clients and adherence to project deadlines.
  • Implemented innovative marketing campaigns that drove growth in new target markets, expanding overall reach of the organization.

Customer Care Consultant

Call Center International
12.2022 - 05.2023
  • Managed high-pressure situations calmly and professionally, maintaining strong rapport with clients during difficult interactions.
  • Analyzed feedback from customers to identify trends and make necessary improvements within the department.
  • Liaised with other departments to facilitate timely resolutions of customer concerns or requests.
  • Participated in regular training sessions to enhance understanding of new products or services offered by the company.

Education

Class of Business - Insurance

Milpark Business School
04.2001 -

Diploma in Media Practices - Media Studies

Boston Media House
Johannesburg, South Africa
04.2001 -

National Senior Certificate -

Newcastle High School
Newcastle
04.2001 -

RE5 - Insurance

Virtual Compliance Learning Center
04.2001 -

Skills

Investment planning

Client relations

Problem-solving

Insurance decisions

Sales and marketing

Financial planning

Retirement planning

Education funds

Risk assessment

Estate planning

Asset allocation

Additional Information

References available upon request.

Timeline

Financial Advisor

Old Mutual PFA
02.2024 - Current

Direct Marketing Sales Representative

Le Morgan
06.2023 - 12.2023

Customer Care Consultant

Call Center International
12.2022 - 05.2023

Class of Business - Insurance

Milpark Business School
04.2001 -

Diploma in Media Practices - Media Studies

Boston Media House
04.2001 -

National Senior Certificate -

Newcastle High School
04.2001 -

RE5 - Insurance

Virtual Compliance Learning Center
04.2001 -

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Senziweyinkosi NqubukaFinancial Advisor