VERONIQUE BOWNES
Durbanville
Overview
2
2
Languages
22
22
years of professional experience
Work History
Client Account Executive
Currencies Direct
Cape Town
10.2023 - Current
- Drove sales by sourcing new clients, pitching FX services, and reactivating lapsed accounts to enhance revenue.
- Manage day-to-day client inquiries to strengthen relationships for international transfers.
- Engaged with customers to understand needs and deliver tailored service for improved satisfaction.
- Addressed customer concerns efficiently to ensure satisfaction. and escalate major issues to supervisor.
- Own compliance outcomes by guiding registration, completing FICA verification, and clearing trade checks.
- Established positive relationships with clients and colleagues to foster collaboration.
- Identified issues, analysed information and provided solutions to problems.
- Collaborate with team members to achieve target results.
- Demonstrate consistent hard work and dedication to achieve results and improve operations.
Financial Advisor Worksites
Old Mutual PFA
Cape Town
04.2021 - 09.2023
- Provided holistic financial advice to public and private sector clients and supported customers in worksite branches.
- Provided expert advice on pensions, savings, insurance products, and tax planning to optimise clients' financial health.
- Counselled clients on financial matters, recommending investment opportunities and products based on client needs and available assets.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Advised and implemented appropriate insurance cover for clients.
- Developed and deepened relationships with new and existing clients.
- Promoted services to expand customer base and enhance revenue growth.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Financial Advisor
Alchemy Financial Services
03.2020 - 03.2021
- Delivered comprehensive financial advice to public and private sector clients, addressing diverse financial needs and goals.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Financial Advisor Worksites
Old Mutual PFA
09.2014 - 02.2020
- Consulted with clients to assess and meet short- and long-term financial goals.
- Delivered comprehensive financial advice to public and private sector clients, enhancing their financial planning and decision-making.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Office / Marketing Assistant
IO Publishing
07.2012 - 08.2014
- Collaborated with a skilled team to effectively market a successful mathematical series for IO publishing
- Created word documents for various projects, ensuring clarity and professionalism in formatting.
- Proofread and quality checked documents, ensuring accuracy and professionalism
- Coordinated communication with translators and managed trafficking of marked-up proofs
Office Manager
Cleaning Connection
01.2005 - 07.2012
- Organised office operations and procedures
- Implemented and maintained office administrative systems
- Managed office tasks to ensure smooth operations
- Kept the accounting system up to date at all times
- Scheduled and made bookings
- Prepared quotations
- Cultivated strong relationships with suppliers to enhance service delivery
- Provided exceptional customer service to address client needs effectively
Education
Matric Certificate -
Tygerberg College
12-2013
NQF5 -
Milpark
06-2019
RE Certificate -
Milpark
06-2017
Skills
- Client engagement
- Client service
- Client-oriented
- Integrity in Client Relations
- Communication
- Attention to Detail
- Ability to Work in a Team
- Time Management
- Adaptability to Change
- Ability to Work Under Pressure
- Stress Management Techniques
- Self-Motivated
- Computer Skills
Languages
English
Afrikaans
Custom
- Hiking
- Dancing
- Painting
- Horse riding
- Running
Timeline
Client Account Executive
Currencies Direct
10.2023 - Current
Financial Advisor Worksites
Old Mutual PFA
04.2021 - 09.2023
Financial Advisor
Alchemy Financial Services
03.2020 - 03.2021
Financial Advisor Worksites
Old Mutual PFA
09.2014 - 02.2020
Office / Marketing Assistant
IO Publishing
07.2012 - 08.2014
Office Manager
Cleaning Connection
01.2005 - 07.2012
Matric Certificate -
Tygerberg College
NQF5 -
Milpark
RE Certificate -
Milpark