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 firstname.lastname@example.org should you wish to meet him on an exploratory basis or call us at 021 419 4800.