SHAMAI Khani DLAMINI

Dynamic and results-driven Financial Planning graduate with comprehensive academic foundation and practical experience through prestigious industry simulations. Demonstrated expertise in retirement planning, investment management, and client relationship building. Seeking an entry-level financial advisor position to apply analytical skills and passion for helping clients achieve their financial goals.

• May 2024 Wealth Management Job Simulation - Developed client consultation skills and portfolio management techniques
• Apr 2024 Excel Business Skills - Mastered advanced financial modeling and data analysis functions
• Feb 2024 Global Private Banking - Gained insights into high-net-worth client service and wealth preservation strategies
• Apr 2024 Asset Management - Learned portfolio construction principles and performance analysis methods
• Jul 2024 Certification in Capitec 7 Money Habits for Financial Success

• Student Governance and Leadership Development Tshwane University of Technology - Actively participated in university leadership initiatives
• Collaborated effectively with diverse student teams
• Demonstrated accountability and organizational skills
• Contributed to achieving common objectives and goals

• Strong analytical mindset with attention to regulatory compliance
• Genuine passion for helping clients achieve their financial goals
• Eagerness to learn and adapt in a professional environment
• Commitment to maintaining high ethical standards
• Multilingual abilities to serve diverse client populations
• Fresh academic knowledge in current financial planning practices

-Investment Management Job Simulation**

JP Morgan April 2024

-Excel Skills for Business Job Simulation

Goldman Sachs | April 2024

- Global Private Banking- JP Morgan (2024)

- Asset Management- JP Morgan (2024)

- Investment Management- Fidelity (2024)

- 7 Money Habits for Financial Success- Capitec (2024)