ZWIDO MULAUDZI
Executive Financial Advisor | Relationship & Business Banking
Johannesburg,GP
Summary
Experienced financial professional with a strong background in investment strategies and risk management. Proven ability to analyze market trends, develop tailored financial solutions, and optimize portfolio performance while ensuring compliance with regulatory standards. Skilled in distribution management, client advisory, wealth management, and delivering sustainable growth through strategic planning and risk mitigation.
Overview
18
18
years of professional experience
Work History
Executive Financial Advisor (Relationship & Business Banking)
Absa
07.2025 - Current
- Manage key stakeholder relationships to drive business growth and revenue
- Ensure compliance with regulatory requirements and internal policies
- Develop and implement sales strategies to achieve targets
- Provide advisory services in investments, insurance, life, and business assurance
- Build strong client relationships while managing a personal advisory practice
Business Development Manager (FSCA Registered Representative)
Old Mutual Investment Group
07.2014 - 04.2025
- Executed external platform sales strategy across Gauteng, Mpumalanga, and Limpopo
- Drive Sales & Growth: Increase inflows into investment products and meet revenue targets with IFA`s and tied channels
- Build Relationships: Maintain strong ties with IFAs, DFMs, and platforms.
- Identified and pursued new business opportunities through market research and networking
- Negotiated and closed business deals, ensuring alignment with company strategies and operations
- Identify Opportunities: Expand market presence and develop new distribution channels
- Enhanced organizational reputation by delivering value-added solutions and maintaining industry knowledge
- Ensure Compliance: Adhere to FSCA and FAIS regulations.
Broker Support / Relationship Manager
Ashburton Investments (FirstRand Group)
02.2013 - 06.2014
- Maintained and strengthened relationships with platforms, intermediaries, and financial advisers
- Delivered comprehensive administration services, including valuations, tax statements, and product information
- Resolve queries and escalations efficiently through liaison with investor platforms
- Supported Business Development Executives and identified new business opportunities
- Recommended process improvements and conducted investment investigations
Unit Trust Pricing Specialist
Momentum Investments
04.2012 - 01.2013
- Managed daily portfolio pricing, reconciliations, and fund movements
- Calculated yields, performance fees, and prepared EFT transactions
- Set up price feeds and ensured accurate reporting (FSB, SARB, ASISA)
- Maintained professional relationships and delivered high-level client service
- Ensured timely completion of daily, weekly, and monthly reporting tasks
Fund Accountant (Unit Trust Pricing)
STANLIB
04.2008 - 07.2009
- Analyzed daily fund movements and ensure accurate pricing
- Captured cash movements and performed bank and scrip reconciliations
- Calculated Net Asset Values and monitored corporate actions
- Liaise with Portfolio Managers, Dealers and Bank with matters relating to transactions
- Monitoring sources of Corporate Actions and updating the register
Education
Certificate - Investment Management
University of Cape Town
Cape Town, South Africa01.2025
Class of Business Certificates - Banking And Finance
Moonstone Business School
Johannesburg01.2024
RE Exams: First Level - Regulatory Examination
Moonstone Business School
Johannesburg, South Africa01.2014
Certificate of Proficiency -
Institute of Insurance of South Africa
Johannesburg01.2006
BCom Monetary Economics - Commerce
University of Johannesburg
Johannesburg, South Africa01.2004
Grade 12 (Matric) - Commerce
Tshiitwa Secondary School
Mashamba Village01.2000
Skills
Investment Management & Advisory
Insurance & Risk Management
Business Development
Client Relationship Management
Financial Planning & Analysis
Strategic Planning & Negotiation
Excellent Communication (Verbal & Written)
Problem-Solving & Analytical Thinking
Portfolio Analysis & Pricing
Personal Information
ID Number: 821012 5749 082
Timeline
Executive Financial Advisor (Relationship & Business Banking)
Absa
07.2025 - Current
Business Development Manager (FSCA Registered Representative)
Old Mutual Investment Group
07.2014 - 04.2025
Broker Support / Relationship Manager
Ashburton Investments (FirstRand Group)
02.2013 - 06.2014
Unit Trust Pricing Specialist
Momentum Investments
04.2012 - 01.2013
Fund Accountant (Unit Trust Pricing)
STANLIB
04.2008 - 07.2009
Certificate - Investment Management
University of Cape Town
Class of Business Certificates - Banking And Finance
Moonstone Business School
RE Exams: First Level - Regulatory Examination
Moonstone Business School
Certificate of Proficiency -
Institute of Insurance of South Africa
BCom Monetary Economics - Commerce
University of Johannesburg
Grade 12 (Matric) - Commerce
Tshiitwa Secondary School