Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sifiso Khuzwayo

Authorised Financial Planner
Westonaria

Summary

I demonstrate strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. I am an organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.


Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Planner

Graviton Wealth Management (Sanlam)
09.2024 - Current
  • Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Coached and advised clients in business plans and processes to achieve profit objectives.
  • Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
  • Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
  • Developed recommendations specific to client's financial situation on variety of topics.
  • Negotiated competitive insurance policies on behalf of clients, securing optimal coverage at favorable rates.
  • Built strong relationships with clients through consistent communication and proactive portfolio updates.
  • Advised clients on investments, retirement and estate planning.
  • Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
  • Managed over 10 customer calls a day.

Planner Administrator

Standard Bank Financial Consultancy
02.2017 - 08.2024


  • Support Financial Planner in pre-client-meeting preparation and post-client-meeting processing work.
  • Attend client meetings; collect and write down notes relative to action items, tasks and decisions made during appointments.
  • Assist with copying of documents and other tasks, required during client meetings.
  • Monitor and follow up with all action items from client meetings.
  • Monitor and follow up with all work-related notes with members of staff or clients.
  • Schedule client appointments according to work or advisory report mailings
  • Maintaining relationship with clients.
  • Providing efficient service to new and existing clients
  • Collaborated with cross-functional teams to align goals and ensure project success.
  • Developed strong relationships with stakeholders, ensuring clear communication and timely resolution of issues.
  • Collaborated with senior financial planners to develop innovative investment strategies for high net worth clients.
  • Increased client retention rates by developing strong relationships through excellent communication and personalized service.
  • Provide efficient customer service duties.
  • Perform administration duties.

Education

Operations Management: NQF 5 - Business

University of Johannesburg
Johannesburg, South Africa
04.2001 -

Matric

Ranfontein High School
Randfontein, South Africa
01-2011

Skills

Portfolio management

Experienced with digital tools

Effective relationship management

Teamwork orientation

Sales expertise

Comprehensive insurance planning

Demonstrated leadership abilities

Certification

Regulatory Exam 5

Timeline

Financial Planner

Graviton Wealth Management (Sanlam)
09.2024 - Current

Regulatory Exam 5

06-2024

Planner Administrator

Standard Bank Financial Consultancy
02.2017 - 08.2024

Operations Management: NQF 5 - Business

University of Johannesburg
04.2001 -

Matric

Ranfontein High School
Sifiso KhuzwayoAuthorised Financial Planner