Insurance / Re-Insurance Candidates

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An experienced candidate who holds a CFP, recently completed his MBA and is a registered securities trader on the JSE. He has extensive experience in the financial services industry, ranging from banking, asset management, life insurance, retirement, employee benefits, trading and investments. With his background in retail sales and servicing, along with his academic qualifications, he could potentially be a great asset to any company. He is goal driven, energetic and self-motivated. Furthermore, he has developed strong leadership skills and is able to set strategic direction in line with a company’s overall objectives. He is passionate about technology and its overall impact on the business and in fact wrote his MBA dissertation on technology and employee performance. He would therefore like to join an organisation that embraces technology and sees it as a platform for future business growth. Within his current role, he has formulated various strategies that include organisational sales behavior and client growth plans. He regularly develops operational business documents such as client value propositions, process flows and efficiency mapping. He has also developed documents such as retirement trustee reports and provided feedback on such reports to trustees, as well as Exco members. He has strong leadership attributes and can effectively manage employees to reach key company objectives. Please email  search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

An experienced EE candidate who holds a Bachelor of Economics and a Post Graduate Diploma in Financial Planning. She started her career within Financial Services in 2009 holding various roles until she started her current role in 2015 as an Investment Consultant. Her current duties include building and maintaining relationships with IFA’s, updating and giving them insight into Fund Performances, identifying trends within the industry and gathering competitor intelligence to enable them to remain competitive.  She has had exposure to Asset Allocation Funds, Multi-Manager Fund of Funds  (both active and passive), Cash and Income Funds, Global Funds, Global Feeder Funds and Specialist Mandate Funds. She is currently in the Retail space and has expressed interested in moving into Institutional. Please email finsearch@capitala.co.za should you wish to meet her on an exploratory basis or call us at 021 419... Read more

He is currently a Business Development Executive in the Institutional space of one of the largest Financial Services organisations in South Africa, where he is based in their Corporate division.  Having been in his current role for 6 years, he is looking for a career opportunity where he could utilize his 20 years of financial services experience and be involved in formulating and executing strategy within an organisation.  He enjoys the Institutional space and dealing with clients is his passion.  As such he sees his next role as being one where he is able to continue in a client facing role but at a more strategic level.  This could involve, amongst others, as managing people as he sees this as one of his key strengths.  This candidate would be an asset to any organisation. Please email search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419 4800.... Read more

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