Zamangwe Samukelisiwe Buthelezi

Build and maintain relationships with high-net-worth clients to provide personalised financial planning solutions.

Conduct comprehensive financial needs analyses to develop tailored wealth management strategies.

Provide expert advice on investments, insurance, estate planning, and retirement solutions to meet clients' financial goals.

Monitor clients' portfolios, reviewing and adjusting strategies based on changing financial circumstances and market

Developed tailored wealth management strategies for diverse client portfolios

Ensure compliance with regulatory requirements and adhere to Nedbank's internal policies.

Collaborate with internal teams, such as investment specialists and legal advisors, to deliver holistic financial solutions.

Identify opportunities to cross-sell and up-sell products and services, contributing to revenue growth.

Deliver regular financial reviews and performance updates to clients, ensuring transparency and trust.

Stay informed about market trends, financial products, and legislative changes to provide relevant advice.

Built and maintained strong client relationships to understand financial goals and needs

Provide expert advice on financial planning, including insurance, investments, retirement, and savings solutions.

Conduct in-depth financial needs analyses and risk assessments to create customized financial plans.

Present and explain Sanlam's range of financial products and services to clients.

Regularly review and adjust financial plans to align with clients' evolving circumstances and market changes.

Meet sales targets by proactively acquiring new clients through networking, referrals, and lead generation.

Ensure compliance with financial regulations and Sanlam's internal policies.

Maintain up-to-date knowledge of financial products, industry trends, and legislative requirements.

• Networking, influencing and developing productive working relationships in order to retain and acquire new graduate professionals
• Meet clients and educating them about financial knowledge and understanding their investment goals and objectives.
• Explaining complex information relating to investments and key financial planning areas.
• Prepare and present proposals to clients using financial planning tools
• Conduct comprehensive financial plan which includes debt management, savings and investments, estate planning, trusts and retirement accumulation and distribution tactics.
• Develop a deeper understanding of the complexities of financial planning and coaching
• Stay abreast with product information, performance and industry changes
• Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.

Developed and maintained relationships with prospective and existing clients to identify

their insurance needs.

Promoted and sold Hollard's range of insurance products, including life, health, motor,

and home insurance policies.

Conducted detailed needs analyses to recommend suitable insurance solutions tailored to

client requirements.

Attained sales targets by identifying new business opportunities through networking,

Generated client leads and maintained referral networks

Delivered exceptional customer service by addressing inquiries, resolving complaints, and

ensuring a seamless sales process.

Prepared and presented customised insurance proposals to clients.

Guaranteed compliance with industry regulations and Hollard's internal policies

throughout the sales process.

Maintained accurate records of client interactions, sales activities, and policy updates

within CRM systems.

Stayed informed about Hollard’s product offerings, market trends, and competitor

activities to enhance sales efficacy.

Participated in training programmes and workshops to hone sales techniques and product

knowledge.

• Assist professional investors in their medium to long term personal financial planning, giving clients all the guidance they need to realise their personal financial goals.
• Dealing with leading fund houses investments, Risk Policies
• Keeping records for every operations done and its administration work
• Support clients and staff with ongoing administration work and guidance.
• Manage store’s portfolio and make suitable changes for new innovated systems.