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Work Background
FNB South AfricaPrivate Banking Advisor
Mar. 2024City of Cape Town, Western Cape, South AfricaAs a Banking Advisor, I provide analytical and administrative support to the private advisor, aiding in the management of clients' financial needs. My role includes analysing clients' financial situations, preparing proactive solutions, and conducting research on investment opportunities. I work closely with private advisors to understand clients' objectives, risk tolerance, and investment preferences. Together, we develop customised financial solutions tailored to meet each client's unique needs and goals, including investment strategies, estate planning, and wealth protection opportunities. I also assist in managing client relationships by monitoring portfolios, tracking performance, and conducting periodic reviews. With my expertise, I ensure that clients receive high-quality financial advice and solutions to help them achieve their financial goals and objectives.
AgilequityFinancial Analyst
Nov. 2022 - Mar. 2024City of Cape Town, Western Cape, South Africa• Managing the buyer/funder outreach/sales process - assisting to successfully generate R 2.1 m revenue (2023).
• Co-ordinating CEO and Director’s calendars. Setting up meetings with clients and prospects.
• Attending new and current client meetings.
• Preparing client feedback presentations
• Financial analysis and valuations
Carrick WealthPrivate Wealth Management Associate
Jan. 2022 - Nov. 2022Cape Town, Western Cape, South Africa• Started as an internship.
• Making and setting meetings with HNW’s and Executives.
• Attending new, and current client, meetings.
• Co-ordinating Senior PWM’s calendar.
• Servicing clients
• Preparing in-depth investment proposals.
• Conducted interviews
BurgissFinancial Data Analyst
Dec. 2020 - Dec. 2021Stellenbosch, Western Cape, South Africa• Detailed review and analysis of private capital fund financial reporting and online resources to accurately identify relevant fund and company level financial data
• Developed an in-depth understanding of fund valuations, capital flows, performance reporting methodologies, financial statement metrics and industry classification standards
• Perform audits and other quality control functions for the content set.
FairtreeJob Shadowing Internship
Jan. 2019 - Jan. 2019Willowbridge- Exposed to all aspects of the business from accounts to portfolio management. - Did a case study with the analysts on Woolworths. - Networking.
- Value: Clarity on my degree and path forward into the investment industry.
Self EmployedSocial Media Coordinator
Aug. 2018 - Aug. 2019- Created a managed a webpage
- Administered marketing the business, engaging with clients on social media and posting created content daily.
- 20-50% increased appointments, community involvement, and awareness, resulting in 50-80%
increased website traffic.
Ou Meul BakkeryWaiter
Jul. 2017 - Feb. 2018WillowbridgeSkills Developed:
Working fast under pressure Building mature customer relationships
Time management
Manage personal cash float
Multitasking
JayJays/Refinery ClothingCashier and Salesmen
Feb. 2014 - Feb. 2015Cape Town Area, South AfricaSkills developed:
Establishing client relationships
Customer sales and engagement
Cash Management
Multitasking skills
Stocktake
Time management
Stodels BellvilleCashier
Jun. 2013 - Jan. 2014Cape Town Area, South AfricaFirst Job during Grade 10
Skills developed: Customer service
Cash Management
Interpersonal skills with colleagues
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