Experience

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  Pointbreak Wealth Management

  • Windhoek, Khomas, Namibia

  • Wealth Administrator

    • May 2022 - Present
    • Windhoek, Khomas, Namibia

    • Provide efficient and effective administration support to ensure accuracy in the functional area.• Produce high quality work by adhering to predefined standards and procedures in accordance with compliance and governance standards.• Build and maintain stakeholder relationships.• Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialization i.e., FIMA, FIA, KYC etc....

• 

  Old Mutual Namibia

  • Namibia
  • Financial Services
  • 700 & Above Employee

  • Established Personal Financial Advisor

    • Apr 2022 - May 2022

    Team: Lions

  • Academy: Personal Financial Advisor

    • Mar 2020 - Apr 2022

    Team: Jacanas • Assist clients in achieving their financial goals through providing financial advice and relevant solutions to individual, corporate and institutional clients;• Develops, tracks and reviews business plan to meet performance targets;• Prospects in allocated markets;• Manage client product holding across a portfolio of Old Mutual solutions;• Retain existing business and;• Build and manage exceptional client relationships.

• 

  National Institute of Technology (NIT) Namibia

  • Windhoek, Khomas, Namibia

  • Lecturer: Accounting and Finance

    • Sep 2021 - Feb 2022
    • Windhoek, Khomas, Namibia