Wade Noland

Business Analyst at Quintessence
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • English -

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Experience

  • Quintessence
    • South Africa
    • Software Development
    • 1 - 100 Employee
    • Business Analyst
      • Apr 2023 - Present

  • PSG Asset Management
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Business Analyst
      • Jun 2021 - Mar 2023

  • PSG Wealth Old Oak
    • South Africa
    • Investment Management
    • 1 - 100 Employee
    • Junior Portfolio Analyst
      • Jul 2019 - Jun 2021

      - Gather policy information - Research product information - Prepare and implement financial planning and investment proposals - Compile & process of new policy applications and quotations - Assess tax/legal implications of investments - Cash flow and performance calculations - Pre-retirement planning calculations - Handle and solve client enquiries - Report new business statistics - Prepare investment review appointments - Keep track of assets under management - Maintain Client Relationship Management system - Rebalance and maintain of existing portfolios - Prepare and distribute monthly/quarterly/annual statements/certificates/communication Show less

Education

  • University of the Western Cape/Universiteit van Wes-Kaapland
    B.com (Honours), Finance and Investments
    2016 - 2017
  • University of the Western Cape/Universiteit van Wes-Kaapland
    Bachelor’s Degree, B.com (Law) (Finance & Investments major)
    2012 - 2015

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