Vinolan Naidoo
Private Advisor
Westbrook
Summary
At First National Bank, as a Private Client Advisor, I excelled in relationship management and financial planning, increasing assets under management through strategic client outreach. Leveraging skills in customer consultations and information verification, I enhanced client satisfaction and portfolio performance, collaborating with CPAs and attorneys to craft comprehensive wealth solutions. Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice.
Overview
10
10
years of professional experience
Work History
Private Client Advisor
First National Bank
06.2014 - Current
- Coordinated with external professionals such as CPAs and attorneys to develop comprehensive wealth management plans for clients.
- Maintained strict adherence to regulatory requirements and industry best practices in all client interactions.
- Increased assets under management through proactive client outreach and referrals from satisfied clients.
- Enhanced client satisfaction by addressing concerns promptly and effectively resolving issues.
- Provided ongoing education to clients on various investment products and strategies, empowering them to take control of their finances.
- Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
Education
Diploma In Marketing - Marketing
Durban Univeristy of Technology
04.2011
Skills
Customer consultations
Timeline
Private Client Advisor
First National Bank
06.2014 - Current
Diploma In Marketing - Marketing
Durban Univeristy of Technology
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