Education

University of South Africa (UNISA)

Bachelor of Commerce in Banking

Year : 2013-2019

Leading Edge, Microsoft Intermediate

Year : 2017

Cambridge GCE Advanced Level

Accounting

Business Studies

Mathematics

Work Experience

August 2016- June 2017

Nedbank Private Wealth: Financial Planning Assistant

-Conducting financial research and analysis for high net worth individuals.

-Completion of client applications and confirming

business processed.

-Preparation and follow up on client appointments.

-Preparing quotations, policy servicing and

investment applications, offering support to the

financial advisor in preparing financial planning

documents.

Reasons for leaving: Contract ended.

About me

I’m a goal oriented individual who seeks

to grow in the financial services sector

where my passion lies. I worked closely

with private bankers, wealth

management team, financial planners

and clients within and outside the bank.

My main objective is to continue building

my career in an environment where I will

be given the opportunity to grow and

apply my knowledge and skill set.

Contact/ DETAILS

Cell- 078-***-****

Passport Number-BN817478

Linkedin.com/in/trishmatiya

Mail- adjgu2@r.postjobfree.com

Area-16 Steenberg Crescent Stellendale

Village, Kuilsriver 7580.

Trish

Matiya

Personal skills

Customer service

Attention to detail

Planning/organising

Articulate and well spoken

References

Kevin Burger

Nedbank Financial Planning Regional

Manager

083-***-****

Lize Brummer

Nedbank Private Wealth Planner

076-***-****

Wendy Ngcolomba

Supervisor at Sasol

078-***-****

Work Experience

January 2011 –June 2011

Sasol Commercial Road :Cashier

-Mechandising of stock

-Counting stock

-Operating the shop till

Reasons for leaving: To resume with studies.

Contact this candidate