Summary
Overview
Work History
Education
Skills
Personal Information
Software
Timeline
Generic

Zikona Stokwe

Team Leader
Johannesburg

Summary

Professional leader ready to drive team success and exceed objectives. Proven track record in team collaboration, strategic planning, and problem-solving. Known for strong communication skills, adaptability, and reliability. Equipped to foster productive and positive work environment while meeting changing demands.

My current role entails leading, up-skilling and giving direction to the Advisory Administrators in the HUB to effectively receive , analyze and process risk and investment business cases from frontline (wealth and affluent advisors).

Offering collaborative mindset and ability to motivate team members toward achieving collective goals. Delivers effective communication and problem-solving skills. Ready to use and develop leadership and organizational talents in a Business Development Manage role.

Overview

8
8
years of professional experience
2015
2015
years of post-secondary education

Work History

Team Leader

FNB
04.2023 - Current
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
  • Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.
  • Coordinated resources effectively to meet project deadlines
  • and achieve desired results.
  • Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Report on all Challenges within regions and manage expectations
  • Provide first line support on escalations that are outside of turnaround time.
  • Develop and implement practices which build service delivery excellence and implements efficiency models.
  • Accountable for imparting product knowledge, quality assurance guidelines and verification and approve key changes on the portfolios on elite wealth for my team members.


Wealth Management Analyst

FNB
07.2019 - 03.2023
  • Company Overview: Financial Advisory
  • Prepare Client Review reports
  • Prepare and book client review appointments with required documentation which may include updated information of report statements, investment reviews and client meeting packs as per business franchise rules and agreed upon (contracted) standards with the wealth managers
  • Monitoring the processing of new business, redemptions, switches with various service providers
  • Loading deals and opportunities on CRM
  • Loading deals and transactions on Elite wealth
  • Pulling transaction reports on Elite Wealth
  • Recording fees payable to Wealth Managers on Elite wealth
  • Monitoring Exceptions report on Power BI
  • S14 Transfer from various service providers
  • Financial Advisory

Financial Planner Assistance

BDO
02.2017 - 12.2019
  • Company Overview: Advisory
  • Preparing FNA Reports
  • Quote preparations - Risk and Investments
  • Dealing with complex personal and juristic financial structures
  • Analyzing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
  • Prepare Investment review reports
  • Manage mail and calendar
  • Retrieve statements from various service provider platforms
  • Keep track of assets under management
  • Maintain Client Relationship Management system
  • Rebalance and maintain of existing client portfolios
  • Prepare and distribute monthly/quarterly/annual statements / Tax-certificates
  • Advisory

Education

BCom - Finance

University of Johannesburg

BCom Honors - Financial Planning

University of Johannesburg

Skills

  • Innovative thinking
  • Analytical and problem-solving skills
  • Time management
  • Ability to work under pressure
  • Computer Skills (Excel, Word and PowerPoint)
  • Excellent to work in a team
  • Excellent Communication & Negotiation Skills
  • Coaching
  • Team building
  • Client service
  • Analytical thinking and Problem-solving

Personal Information

Driving License: Code 8

Software

Excellent

Timeline

Team Leader

FNB
04.2023 - Current

Wealth Management Analyst

FNB
07.2019 - 03.2023

Financial Planner Assistance

BDO
02.2017 - 12.2019

BCom Honors - Financial Planning

University of Johannesburg

BCom - Finance

University of Johannesburg

Similar Profiles

CREATE PROFILE
Zikona StokweTeam Leader