Wilad Chiwewete
Bachelor Of Commerce (Bcom Accounting)
Tzaneen
Summary
Organized and dependable talented professional considered knowledgeable leader and dedicated problem solver, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Brings 5 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, sales consultant and improvements.
Overview
3
3
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Special Project Administrator
Standard Bank
09.2022 - 01.2023
- Developed comprehensive project plans, ensuring thorough communication of expectations and deadlines to team members.
- Enhanced project efficiency by streamlining processes and implementing time-saving strategies.
- Maintained accurate documentation of all project-related activities for easy reference during audits or reviews.
- Coordinated cross-functional teams for successful project completion and timely delivery.
- Ensuring that clients profiles are AML Compliant
- Updating client’s details on Customer 1st
- Ensure that clients details are all captured correctly in all Bank platforms
- Accelerate where client details are captured wrongly
- Evaluated project performance using data-driven metrics, leading to continuous improvement efforts.
- Established strong relationships with stakeholders, fostering collaboration and trust across departments.
- Provided coaching and mentoring to junior team members, contributing to their professional growth and development.
- Identified potential risks and implemented mitigation strategies to minimize project delays and disruptions.
- Facilitated clear communication between team members, stakeholders, and senior management through regular status reports and meetings.
- Met project deadlines without sacrificing build quality or workplace safety.
- Reported regularly to managers on project budget, progress, and technical problems.
- Calling clients for AML Periodic Review
- Implemented monitoring systems that provided real-time progress updates enabling timely interventions when needed
- Developed comprehensive project plans, ensuring thorough communication of expectations and deadlines to team members
- Spearheaded innovative solutions that addressed unique challenges faced by the organization, leading to increased operational efficiency
- Ensured compliance with organizational policies and industry regulations throughout the entire project lifecycle
SBIB Provincial Consultant (Trainee)
Standard Bank
03.2020 - 08.2022
- Support Provincial manager in achieving provincial goals.
- Manage the behavior of staff and relationships with the company’s staff through training support and motivation.
- To ensure ongoing successful sales and distribution of SBIB products.
- Implement sales plans and identify sales opportunities.
- Ensure that compliance issues are dealt with, and compliance targets are met
- Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
- Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
- Educated staff on organizational mission and goals to help employees achieve success.
Financial Advisor
Metropolitan Insurance Company
10.2019 - 01.2020
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Education
Bachelor of Commerce - Accounting
University of Limpopo
Polokwane, South Africa 04.2001 -
Short-term Insurance LVL 4 - Insurance
Graduate Institution of Financial Sciences
Polokwane 04.2001 -
Matric -
Matlhari High School
Tzaneen, South Africa 04.2001 -
Skills
Innovation and Creativity
Project Management
Technical Support
Compliance Monitoring
Data Analysis
Team Bonding
Agile Methodology
Advanced problem solving
Client rapport
Data review
Customer Relations
Advanced understanding of (Microsoft Teams, Word, Powerpoint, Excel and Outlook)
Certification
Certified Represantative, RE5
References
Name: Ladbrooke Verinia
company: Standard Bank
Position: Senior Manager
Emaul: verinina.ladbrooke@standardbank.co.za
Name: Litha
Company: Standard Bank
Position: Team Leader
contacts: 0795382506/0739983451
Timeline
Special Project Administrator
Standard Bank
09.2022 - 01.2023
Certified Represantative, RE5
03-2022
SBIB Provincial Consultant (Trainee)
Standard Bank
03.2020 - 08.2022
Financial Advisor
Metropolitan Insurance Company
10.2019 - 01.2020
Pastel Accounting
12-2018
Computer Literacy
06-2018
Bachelor of Commerce - Accounting
University of Limpopo
04.2001 -
Short-term Insurance LVL 4 - Insurance
Graduate Institution of Financial Sciences
04.2001 -
Matric -
Matlhari High School
04.2001 -
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