Experience

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  Youth Employment Service (YES) South Africa

  • Rosebank

  • Business Development Associate

    • Jun 2021 - Present
    • Rosebank

• 

  Cannon Asset Managers (Pty) Ltd

  • Investment Associate

    • Oct 2018 - May 2021

    • Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.• Monitor closely financial press and keep a track of market trends, opportunities, risks, and new investment products.• Portfolio modelling, trading, and Investment admin• Investment portfolio construction. • Presenting investment ideas to internal investment team.• Writing educational investment and personal finance articles.• Presenting investment solutions to clients.• Client engagements

• 

  Bidvest Bank Limited

  • Johannesburg Area, South Africa

  • Business Banking Consultant

    • Jul 2016 - Sep 2019
    • Johannesburg Area, South Africa

    • Analysing financial statements and presenting deals to the bank Credit Committee. • Assist clients with services and products related to Foreign Exchange (TT’s, FEC’s, Spot payments, CFC Accounts, foreign payments, foreign notes), cash flow solutions, bank accounts, letters of credit, and investment solutions.• Growing the bank’s client portfolio while maintaining optimal customer relationships.• Maintaining strong professional relationships with members of the bank’s other departments.• Identifying sales leads for associate company stakeholders e.g., Fleet and Asset, Trade Finance, Private Banking, etc.• Cross-selling additional products & services to existing customers.

• 

  Rand Trust Financiers

  • Johannesburg Area, South Africa

  • Lead Generator

    • Feb 2015 - Jun 2016
    • Johannesburg Area, South Africa

    • Hunting potential clients• Setting up meetings between prospective client decision makers and Rand Trust Business Development Managers.• Screening potential business deals by analysing deal/facility requirements, prospective clients’ Financial Statements and FICA documents for new facility applications.• Building relationships with new and existing clients.

• 

  Standard Bank Group

  • Johannesburg Area, South Africa

  • Finacial Advisor

    • Sep 2012 - Feb 2015
    • Johannesburg Area, South Africa

    - Conducting in-depth needs analysis, i.e., determining client financial circumstance, objectives, risk tolerance, expenses, income, tax status, and any other information needed to develop a financial plan.- Analysing client financial data to develop strategies to meeting clients' financial needs.- Reviewing client portfolios, setting up regular meetings to discuss portfolio performance and update, economic changes, situational concerns, and recommend any changes necessary.- Preparing and interpreting financial document summaries, investment performance reports and income projections for clients.- Converting leads into business and growing client portfolio. - Presenting Financial solutions to businesses and individuals