Tsheya Beata Shimueoshili
Affluent Certified Financial Planner at Sanlam Namibia- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Sanlam Namibia
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Namibia
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Insurance
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100 - 200 Employee
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Affluent Certified Financial Planner
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May 2019 - Present
Meeting with clients in person to discuss their financial goals. Explaining the types of financial services our company provides to potential clients. Educating clients and answering questions about investment options and potential risks. Recommending investments to clients or selecting investments on their behalf. Helping clients plan for specific circumstances, such as education expenses. retirement or funeral expenses. Monitoring clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children. Researching investment opportunities.
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Bank Windhoek
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Financial Services
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700 & Above Employee
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Administrative Clerk
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Oct 2022 - Dec 2022
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Vision Africa Research Services
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Namibia
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Market Research
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1 - 100 Employee
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Data Capturer and Interviewer
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Aug 2017 - Dec 2017
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Education
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University of Namibia
Honours Degree, Economics
Community
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