Siyanda Dlamini
Durban
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
Financial Advisor
Old Mutual South Africa
04.2024 - 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.
Finance Intern
Transnet National Ports Authority
09.2022 - 03.2024
- Prepared and posted financial journal entries using technically relevant software.
- Supported organizational account management duties under direct supervision.
- Developed strong relationships with clients through effective communication, fostering trust and satisfaction.
- Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Drafted financial reports to support comprehensive investigations.
- Played key role in audit preparation, ensuring compliance with regulatory standards.
Education
Bachelors of Commerce - Accounting
University of Zululand
Empangeni, South Africa 04.2001 -
Higher Certificate - Accounting
University of Zululand
Richards Bay, South Africa 04.2001 -
Skills
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales expertise
Financial planning
Certification
Microsoft Excel Advanced
Timeline
Financial Advisor
Old Mutual South Africa
04.2024 - Current
Microsoft Word Advanced
10-2023
Microsoft Excel Advanced
07-2023
Finance Intern
Transnet National Ports Authority
09.2022 - 03.2024
Bachelors of Commerce - Accounting
University of Zululand
04.2001 -
Higher Certificate - Accounting
University of Zululand
04.2001 -
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