Experience

Simonis Storm

• Namibia
• Financial Services
• 1 - 100 Employee

• Economist

  • Aug 2021 - Present

• Associate Financial Planner

  • Jan 2018 - Jul 2021

  My current role encompasses all wealth management services such as financial planning, life insurance, retirement planning, estate planning and investment and portfolio management.I construct investment portfolios for clients based on their objectives and purposes. I'm accredited with most insurance companies to sell and maintain life insurance policies, as well as retirement investment products for clients. I write wills and administer estates of deceased clients. I also keep client records up to date according to FIA requirements. In addition to the above, I also work on economic report writing occasionally and marketing campaigns.