Financial Advisor Soccer

SUMMARY

Dedicated Personal Financial Advisor with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

SKILL HIGHLIGHTS

• Project management

• Risk Management

• Complex problem solver

• Prospecting

• Operations Support

• Contact Management

• Innovative

• Service-focused

• Financial Advising

• Investment Advice

EXPERIENCE

Personal Financial Advisor – 03/2021 – 09/2021

Old Mutual, Johannesburg

• Created debt management plans, spending plans and budgets to assist clients in meeting financial goals. Develop project concepts and maintain optimal workflow.

• Advised clients on portfolio allocation and various investment types.

• Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.

• Monitored clients' accounts to determine needed changes to improve performance or accommodate life changes such as getting married or having children.

• Analyzed clients' financial situations to offer products to improve standard of living.

• Examined clients' overall financial situation by reviewing income, assets, debts, expenses, and credit reports.

EDUCATION

National Diploma: Sports Management – 2020- Boston City Campus & Business College, Johannesburg

SITHEMBISO

MATSEBULA

Address:

1 /18 M azib uko Street, Protea City, Soweto, 181 9 Phone:

+ 27( 0 ) 65 838 8679 + 27( 0 ) 63 401 6929

Email:

s ithembisomatsebula7 @gmail.com

Languages

English – Fluent IsiZulu – Fluent Sesotho – Fluent Afrikaans – Moderate ACCOMPLISHMENTS

• Led my High School Soccer team into winning the regional league. • Danced in the International Festival of Language & Culture

• Was a choir leader at High School.

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