Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Sifiso Khoza

ESTABLISHED FINANCIAL ADVISOR
Johannesburg

Summary

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, estate planning and investment.

Overview

24
24
years of professional experience
3
3
Certifications
5
5
Languages

Work History

Established Financial Advisor

Old Mutual
03.2025 - Current
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Financial Advisor

Sanlam, Pretoria
04.2023 - 09.2024
  • To proactively look for new business and grow your business. Assessing clients' financial situations and understanding their needs and goals.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • 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.
  • Providing guidance and advice on financial products and strategies. Creating and implementing financial plans and policies.
  • Monitoring and evaluating clients' financial progress and performance.
  • Developing and maintaining client relationships and communication.

Manager, Sales and Customer Support

Standard Bank
02.2014 - 12.2022
  • As a Manager at Standard Bank, I was responsible for overseeing, supervising and leading a team to achieve operational targets and deliver exceptional customer service. I provided guidance and support to team members, ensuring efficient workflow and adherence to organizational policies and procedures.
  • Managed and led a team to achieve operational targets and deliver exceptional customer service.
  • Provided guidance and support to team members, ensuring efficient workflow and adherence to organizational policies and procedures.
  • Conducted regular performance reviews, providing constructive feedback and coaching to facilitate continuous improvement among employees.
  • Led employee relations through effective communication, coaching, training, and development.

Teller, Customer Services Consultant, inbound & outbound agent

Standard Bank, Johannesburg
02.2002 - 02.2014
  • To provide an efficient and effective point of contact for new and existing Personal Affluent Market customers within the Coverages and through Proactive initiatives.
  • To provide an onsite selling capability to lead sources.
  • To acquire new bulk Personal and Affluent market business within the relevant Coverages.
  • To ensure that the customers' banking needs are identified and fulfilled efficiently and costeffectively, while managing the risks associated with new accounts, mandates and specimen signatures. Provides a mobile primary point of contact to the employees and or gatekeepers, of Standard Bank's business market customers.
  • Duties and responsibilities

Education

Certificate -

Matric, Johannesburg
Johannesburg
12-1998

Certificate -

RE5

Banking certificate -

FPI Cornerstone
Johannesburg, South Africa

BCom -

Unisa

Skills

Client relations

Investment planning

Problem-solving

Sales and marketing

Banking

Certification

Class of Business certificates, Sanlam

Interests

Reading

Timeline

Established Financial Advisor

Old Mutual
03.2025 - Current

Financial Advisor

Sanlam, Pretoria
04.2023 - 09.2024

Manager, Sales and Customer Support

Standard Bank
02.2014 - 12.2022

Teller, Customer Services Consultant, inbound & outbound agent

Standard Bank, Johannesburg
02.2002 - 02.2014

Certificate -

Matric, Johannesburg

Certificate -

RE5

Banking certificate -

FPI Cornerstone

BCom -

Unisa
Sifiso KhozaESTABLISHED FINANCIAL ADVISOR