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Work Background
Afrifocus SecuritiesPortfolio Manager
Feb. 2020Johannesburg Metropolitan Area
Absa GroupPortfolio Manager (Investments)
Apr. 2014 - Jun. 2019Investment Manager (Portfolio Manager) that manages investments in various asset classes (local and offshore) such as listed equities, listed property shares, ETFs, bonds and cash for high net worth clients. I give investment advice to clients as well as network with financial advisers who refer new assets / investment portfolios to me (new business development).
Aug. 2013 - Mar. 2014sandton, gautengI successfully managed my clients investments on a full discretionary basis. I invested my clients funds in a portfolio of listed equities (shares / stocks) listed on the Johannesburg Stock Exchange (JSE). Some of the clients wanted a managed futures account whereby I invested their funds in a portfolio of derivatives (single stock futures). I also advised my non-discretionary clients which shares they should or should not be buying. I executed trades in the stock market for a hedge fund and for retail clients. I engaged in business development by trying to attract new clients
Aug. 2007 - Jul. 2013I successfully managed my clients investments on a full discretionary basis. I invested my clients funds in a portfolio of listed equities (shares / stocks) listed on the Johannesburg Stock Exchange (JSE). Some of the clients wanted a managed futures account whereby I invested their funds in a portfolio of derivatives (single stock futures). I also advised my non-discretionary clients which shares they should or should not be buying. I executed trades in the stock market for a hedge fund and for retail clients. I engaged in business development by trying to attract new clients
Bidvest Bank LimitedTreasury Sales
Jan. 2002 - Dec. 2005I submitted Credit Applications for businesses who wanted a line of credit from the bank. Some of the clients (mostly importers and exporters) also needed foreign exchange from the bank
Decillion Treasury OutsourcingForex Dealer
Jan. 2000 - Aug. 2000Assisting the team to attain the best foreign exchange rates for clients who were importers or exporters