Experience

Glacier Invest
• South Africa
• Financial Services
• 1 - 100 Employee
• Account Manager

  • Apr 2023 - Present

Sanlam Investments
• South Africa
• Financial Services
• 500 - 600 Employee
• Account Manager

  • Dec 2022 - May 2023

ABSA FUND MANAGERS (RF)
• South Africa
• 1 - 100 Employee
• Senior Business Development Manager

  • Sep 2019 - Dec 2022


Old Mutual Wealth

• Financial Services
• 100 - 200 Employee

• Investment Specialist

  • Apr 2017 - Sep 2019

  Value proposition that builds and maintain relationships with intermediaries with a view to make it easy for them to do business. Value proposition that builds and maintain relationships with intermediaries with a view to make it easy for them to do business.



Glacier

• Chile
• Financial Services

• Business Development Consultant

  • May 2013 - Mar 2017

  I build and maintain relationships with intermediaries with a view to make it easy for them to do business with the company. I build and maintain relationships with intermediaries with a view to make it easy for them to do business with the company.



Allan Gray

• United States
• Insurance

• IFA Administrator

  • Jan 2010 - Apr 2013

  Management of Financial Service Provider (FSP) and Financial Adviser registrations. Management and processing of client transfers between Financial Adviser’s. Maintain accurate record of FAIS licensing and compliance details for Independent Financial Adviser. Accurate processing of all daily transactions (amendments) Process and manage the correction of all errors, fee rejections and fee reinvestment. Management of Financial Service Provider (FSP) and Financial Adviser registrations. Management and processing of client transfers between Financial Adviser’s. Maintain accurate record of FAIS licensing and compliance details for Independent Financial Adviser. Accurate processing of all daily transactions (amendments) Process and manage the correction of all errors, fee rejections and fee reinvestment.



Allan Gray Limited

• South Africa
• Financial Services
• 700 & Above Employee

• Business Process Administrator

  • Jan 2008 - Dec 2009

  The processing of all daily client transactions/instructions received via workflow. : Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines. : Ensuring that all FICA (Financial Intelligent Act) requirements are complied with (where relevant). : Ensuring all incoming work is captured within required turnaround times and before relevant cut offs. : Attending to queries from clients, Independent Financial Adviser and internal customers and responding to queries timeously and diligently. : To manage pending cases as well as client follow ups. : To ensure timeous processing of daily workflow so as to meet/exceed client expectations and SLA’s (Service Level Agreement). : Maintaining records of all interactions with clients and Financial Advisers on the system. Show less

• Quality Assurance Administrator

  • Jan 2007 - Dec 2007

  Ensuring the accuracy of daily instructions captured : Extracting report to check number of units sold: Report to relevant managers on any transactions done incorrectly: Run end of day reports before allocation take place to ensure all transactions have be authorized.



University of Johannesburg

• South Africa
• Higher Education
• 700 & Above Employee

• Student assistant

  • Feb 2005 - Nov 2005

  Assisting students with their computer studies. : Holding tutorial classes : Assisting students during lectures : Maintenance of the computer lab safety during lecture

• Student Assistant

  • Jan 2004 - Mar 2005

  Assisting students with their computer studiesHolding tutorial classesAssisting students during lecturesMaintenance of the computer lab safety during lecture