Zama Pinky Michelle Khoza
Dip In Transport Management
Richards Bay
Summary
At Old Mutual, I excelled as a Financial Advisor, leveraging my critical thinking and leadership abilities to develop tailored financial plans, enhancing client portfolios and satisfaction. My expertise in communication and problem-solving significantly contributed to achieving clients' long-term financial goals, underscoring my commitment to excellence and client trust.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Old Mutual
10.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Dip In Transport Management - Commerce
University of Zululand
Richards Bay05.2019
Matric - Science
Kufezekile High School
Mtubatuba2014
Skills
Leadership skills
Timeline
Financial Advisor
Old Mutual
10.2022 - Current
Dip In Transport Management - Commerce
University of Zululand
Matric - Science
Kufezekile High School
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