Wiehahn Esterhuyse
General Manager
Ermelo
Summary
Dynamic financial professional with extensive experience at Liberty Wealth Consultancy, excelling in investment planning and client relationship management. Recognized for outstanding customer service and compliance knowledge, I leverage strong communication skills to drive client success and achieve financial goals. Proven track record of delivering high-quality, customer-focused solutions.
Overview
26
26
years of professional experience
Work History
General Manager
Qhubeka Mining
06.2020 - 06.2024
Sales Executive
Bidvest McCarthy Volkswagen
10.2019 - 02.2020
Sales Executive
Reference: MJ Robberts - 082 224 8485
Sales Executive
BB Ford Menlyn
08.2019 - 09.2019
Reference: Renier Spies - 082 564 5063
Financial Planner
Liberty Wealth Consultancy
06.2017 - 07.2019
Contact prospective clients - emails & telephone
Providing information on company investments
Insurance opportunities
Estate & Financial Planner
New and existing product information
Various financial services
Identifying customer needs & providing financial planning accordingly
Investment Planning
Regular feedback & updates to customers
Reference: Roberto Myburg - 082 498 6740
Financial Planner
Brightrock Financial Advisors
01.2015 - 05.2017
Financial Planner & Adviser
Amber League Quarterly winner of all quarters
Reference: Juan Olivier - 082 804 3052
Financial Planner
Momentum Financial Planning
06.2013 - 11.2014
Financial Planner and adviser
Financial Advisor
Discovery
05.2009 - 08.2013
Financial Planner & Advise
Listed under the Top 50 Best achievers
Reference: Juan Olivier - 082 804 3052
Financial Planner and Adviser
Nedbank Financial Planner
11.2006 - 04.2009
2008 - Awarded 6th Place on the Top 10 Offshore Convention
Financial Planning Analyst
Standard Bank Financial Consultancy - SBFC
03.2003 - 10.2006
2003 Award winner - Junior Financial Planner of the Year
Reference: Willem Abraham - 082 446 4458
Financial Advisor
ABSA
11.2000 - 02.2003
Financial Advisor
Old Mutual Finance
02.1999 - 09.2000
1999 - Rewards for Junior Financial Planner of the Year
Accounting Administrator
Boland Bank
03.1998 - 01.1999
Education
High School Diploma -
Piet Retief High School
Piet Retief 04.2001 -
Skills
Expert in depth knowledge of investment planning and insurance
Adherence to high customer service standards
Extensive compliance and regulation knowledge
Hard working and ability to provide high quality, customer- driven and sales focuses service
Highly skilled in developing and servicing existing client relationships and monitoring their investment objectives
Specialize in business insurance (buy & sell, key person, contingent liability etc)
Excellent in investment strategies and policies
Excellent skills in creating client relations
Professionalism and work ethic
Positive attitude and work energy
Self motivate
Strong communication and interpersonal skills
Timeline
General Manager
Qhubeka Mining
06.2020 - 06.2024
Sales Executive
Bidvest McCarthy Volkswagen
10.2019 - 02.2020
Sales Executive
BB Ford Menlyn
08.2019 - 09.2019
Financial Planner
Liberty Wealth Consultancy
06.2017 - 07.2019
Financial Planner
Brightrock Financial Advisors
01.2015 - 05.2017
Financial Planner
Momentum Financial Planning
06.2013 - 11.2014
Financial Advisor
Discovery
05.2009 - 08.2013
Financial Planner and Adviser
Nedbank Financial Planner
11.2006 - 04.2009
Financial Planning Analyst
Standard Bank Financial Consultancy - SBFC
03.2003 - 10.2006
High School Diploma -
Piet Retief High School
04.2001 -
Financial Advisor
ABSA
11.2000 - 02.2003
Financial Advisor
Old Mutual Finance
02.1999 - 09.2000
Accounting Administrator
Boland Bank
03.1998 - 01.1999