Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
HIKING
Timeline
Hi, I’m

Siyabonga Shongwe

Junior Finance & Insurance Consultant
Empangeni

Summary

Dynamic Financial Advisor with a proven track record at Bidvest McCarthy Toyota Empangeni, excelling in investment planning and client relations. Successfully developed tailored financial strategies, enhancing client portfolios and fostering loyalty. Adept at risk assessment and regulatory compliance, I leverage analytical thinking to drive exceptional results and cultivate long-term relationships. Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools. Ready to use and develop skills in financial analysis and client advisory in [Finance and insurance consultant] role. Diligent finance and insurance consultant with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning. Motivated finance and insurance with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Motivated finance and insurance with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Motivated finance and insurance with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Conscientious finance and insurance with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level finance and insurance position. Ready to help team achieve company goals. Recent graduate with foundational knowledge in financial management N Diploma and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive. Dynamic individual with hands-on experience in financial and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level financial management position. Ready to help team achieve company goals. Conscientious financial management with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Motivated financial management with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools. Ready to use and develop skills in financial analysis and client advisory in finance and insurance role. Diligent finance and insurance with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning. Diligent finance and insurance with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.

Overview

2
years of professional experience
2
years of post-secondary education
3
Certifications
2
Languages

Work History

Bidvest McCarthy Toyota Empangeni
Empangeni

Financial Advisor
03.2024 - Current

Job overview

  • 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.
  • 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.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
  • Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.

Statistic South Africa
Empangeni

Data Analyst
02.2023 - 02.2024

Job overview

  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Used statistical methods to analyze data and generate useful business reports.
  • Improved decision-making processes with accurate data analysis and visualization techniques.
  • Utilized data visualization tools to effectively communicate business insights.

Education

Umfolozi Tvet College
Richards Bay, South Africa

High School Diploma
01.2022 - 12.2023

University Overview

Skills

Investment planning

Accomplishments

Accomplishments
  • Documented and resolved Project Planning certificate which led to students resident place .
  • Supervised team of 5 staff members.
  • Achieved supply chain management through effectively helping with production control at Umhlathuze Valley Sugar company in 2018.
  • Achieved call center certificate by completing controlling inbound and outbound calls with accuracy and efficiency.

Certification

Certified finance and insurance consultant, bidvest mccarthy toyota empangeni - one year 8 months

HIKING

HIKING

During the weekends i enjoy spend time with my family away from home .


Timeline

Licensed [Code 10] - [6 months]

08-2024

Licensed [Finance Agent ] - [6]

04-2024
Financial Advisor
Bidvest McCarthy Toyota Empangeni
03.2024 - Current

Certified finance and insurance consultant, bidvest mccarthy toyota empangeni - one year 8 months

03-2024
Data Analyst
Statistic South Africa
02.2023 - 02.2024
Umfolozi Tvet College
High School Diploma
01.2022 - 12.2023
Siyabonga ShongweJunior Finance & Insurance Consultant