Tiyani Mavulwana
Business Development Manager
Buccleuch
Summary
Talented Portfolio Manager bringing 5+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
Work History
Business Development Manager
Standard Bank (Melville Douglass)
1 2023 - Current
- Strategic Client Acquisition: Identified and pursued new business opportunities to expand Melville Douglass's client base, focusing on high-net-worth individuals, institutional investors, and corporate clients
- Developed and executed targeted strategies to attract and retain key clients.
- Market Analysis and Business Strategy: Conducted in-depth market research and analysis to identify trends, competitive dynamics, and growth opportunities
- Developed and implemented strategic plans to position Melville Douglass as a leading player in the investment management industry.
- Relationship Management and Networking: Built and nurtured strong relationships with existing and potential clients, leveraging networking events, industry conferences, and personal connections to enhance the firm's market presence and client engagement.
- Product and Service Development: Collaborated with internal teams to design and refine investment products and services based on client needs and market demands
- Led initiatives to enhance the firm's offerings and align them with client expectations and industry standards.
- Performance Tracking and Reporting: Monitored and analysed business development metrics, including client acquisition, revenue growth, and market penetration
- Prepared detailed reports and presentations for senior management, providing insights and recommendations to drive business growth and strategic decision-making.
Investment Portfolio Manager
FNB Stockbroking and Portfolio Management
01.2019 - 12.2022
- Portfolio Management and Optimization: Managed diverse investment portfolios for high-net-worth clients, ensuring optimal asset allocation and performance
- Developed tailored investment strategies based on client objectives, risk tolerance, and market conditions, and regularly rebalanced portfolios to maximize returns and minimize risk.
- Market Analysis and Research: Conducted thorough market research and analysis to identify investment opportunities across various asset classes, including equities, bonds, and alternative investments
- Monitored market trends, economic indicators, and global events to inform investment decisions and adjust portfolio strategies as needed.
- Client Relationship Management: Built and maintained strong relationships with clients by providing personalized investment advice and regular portfolio performance updates
- Conducted in-depth client meetings to understand their financial goals and develop customized investment plans aligned with their objectives.
- Risk Management and Compliance: Monitored and managed portfolio risk through quantitative and qualitative analysis, ensuring adherence to regulatory requirements and internal policies
- Implemented risk mitigation strategies to protect client investments and maintain portfolio integrity in volatile market conditions.
- Performance Reporting and Analysis: Prepared detailed performance reports and analysis for clients and senior management, highlighting portfolio performance against benchmarks and market conditions
- Utilized performance metrics to identify areas for improvement and adjust strategies to enhance investment outcomes.
Equity Sales Trader
Avior Capital Markets
01.2017 - 12.2018
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Made fast decisions based on fluctuating market resulting in good returns for the business.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Structuring products for institutional clients (equity baskets, ratio trades and derivatives ideas).
- Selling trading ideas to Institutional clients
- Build and maintain relationships with internal and external stakeholders.
Junior Equity Trader
Peresec (Legae Securities)
01.2014 - 12.2016
- Gained exposure into trading and client facing.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Executed Trades on behalf of Institutional Investors, Hedge Funds, and Corporate Investors
Education
Postgraduate Diploma (NQF 8): Financial Planning -
University of Free State
Bloomfontein 01.2022 - 12.2022
Advanced Diploma (NQF 7): Financial markets -
University of Johannesburg
Johannesburg 01.2015 - 12.2015
Bachelor of Commerce (NQF 7) -
University of Cape Town
Cape Town 01.2011 - 05.2014
Industrycertificates
- 2015 - South African Institute of Financial Markets, RPE Exams: Introduction to Financial Markets, The Regulations and Ethics of SA Financial Markets, The Equities Markets, and JSE Securities Traders Exam
- 2022- RE 5 – Regulatory Exam for all Representatives.
- 2022- Class of Business Training: Short-term Insurance Personal Lines, Long-term Insurance, Investments, Short-term and Long-term Deposits, Pension Funds Benefits, and Structured Deposits.
- In Progress - SA Institute of Stockbrokers: Stockbroker’s Examination
References
References available upon request
Timeline
Postgraduate Diploma (NQF 8): Financial Planning -
University of Free State
01.2022 - 12.2022
Investment Portfolio Manager
FNB Stockbroking and Portfolio Management
01.2019 - 12.2022
Equity Sales Trader
Avior Capital Markets
01.2017 - 12.2018
Advanced Diploma (NQF 7): Financial markets -
University of Johannesburg
01.2015 - 12.2015
Junior Equity Trader
Peresec (Legae Securities)
01.2014 - 12.2016
Bachelor of Commerce (NQF 7) -
University of Cape Town
01.2011 - 05.2014
Business Development Manager
Standard Bank (Melville Douglass)
1 2023 - Current
Similar Profiles
Khensani Constance ChaukeKhensani Constance Chauke
Universal Banker at Standard bankUniversal Banker at Standard bank
MALEBO TSHEGOFATSO MOLEBATSIMALEBO TSHEGOFATSO MOLEBATSI
Head: Product Economics at Standard BankHead: Product Economics at Standard Bank
Natasha Jenine SorourNatasha Jenine Sorour
Team Leader (Agencies) at Standard BankTeam Leader (Agencies) at Standard Bank
Nirosh Lutchman SoorajballyNirosh Lutchman Soorajbally
Operations Manager – Principal Specialist at Vodacom Insurance CompanyOperations Manager – Principal Specialist at Vodacom Insurance Company
Anna Magdalena (Lee) de VilliersAnna Magdalena (Lee) de Villiers
PBQ, Dispensary & Administration at DIS-CHEM PHARMACIESPBQ, Dispensary & Administration at DIS-CHEM PHARMACIES