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Financial Advisor with Portfolio Management Experience

Location:
Johannesburg, Gauteng, South Africa
Salary:
17000
Posted:
June 01, 2026

Contact this candidate

Resume:

CONTACT DETAILS

060*******

ishepisodanieltuiangmail.com

*** ***** ** ********** ****

EDUCATION

National diploma in marketing

Tshwane university of technology

****- ****

Matric

Reitumetse high school

2008

SKILLS

Financial planning

Investment management

Risk management

Client relations

Team work

communication

TSHEPISO DANIEL TUTJA

Financial advisor

SUMMARY

Financial advisor with a four years of experience providing comprehensive financial advice to individual and organization. Proven track record of suCcessful cient relationships ond portfolio management.

EXPERIENCE

Financial odvisor: Sankam Sky

March 2023 - april 2024

"Successfully managed a portfoio of cleants

"Providing ... Them with comprihensivefinancial planning and investment odvoice

"dvice clients on diffent risk produrs such as funeral plans and ife covers

"developing and monitoring long team rekationship with client to maimize customer satisfaction and oyatty

Premier financial advisor: Momentum Metopolion

August 2021 - march 2023

•SUccessfully managed a portfolio of cleants

*Proviaing Them with comprihersivefinanciol płaning and investment odvoice

"advice chents on diffent risk produrs such as funera plans and ife COvers

"developing and monitoring long team relotionship with client to moximize customer satisfaction and loyolty

Receiving manoger: Bidfocod

June 2016-july 2021

*reciving manager

reccovery goods

'abiding to food safety rales

gv goods received voucher

Senior financial advisor: Lbety e

June 2017-juna 2021

'Successfully monoged a portfoio of cleants

"Providing Them with comprihensivefinancial planning and investment odvoice

"advice cients on diffent risk produs SUch as funeral pans and ife covers

"developing and monitoring long tearm relationship with client to maximize customer satisfaction and loyatty

REFERENCE

Neo Chsa: Metropolitan Manager

083-***-****

Olebogeng Morekhure: Sanlam Manoger

078-***-****

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DeVNG LiCENCIE

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RANG

REPUBLIC OF SOUTH AFRICA

VERANDE DATVOLGEN RING

NATIONAL IDENNTITYCARD

Surnarie

TUTJA

Names

TSHEPIso DANIEL

Sex

M

Nationality

RSA

identity Number

900**********

Date of Birth

Cpnditions

This cerd as bedn issued by thé

Department of Rome Affairs in terms of the

ldentification Act, Act 6e of 197

24 AUG 1900

Country of Birth

RSA

pteang netun te the Deoatmeet of Home Atals

Fer eneiv er vertfleaion purpeeos oontact Oe00 0 11 D0 Status

CITIZEN

Dale of lssue:

26 MAY 2016

102098091

SUID-AFRIKAANSE POLISIEDIENS

RIETGAT SAPS

Signatura:

2026 -02- 17

COMMUNITY SERVICE CENTRE

SOUTH AFRICAN POLICE SERVICE

Subjects

National Senior Certificate

ldenti ty numbar go08245524081

Mathematicrt tteřacy

Life Orientation

Accounting:

Busi ness Studiés

Economics

REPUBLIC ÖF SOUTH AFRICA:

Seped i Home Language

Engl ish First Addtifonai Language

*tttttt*t*

Awarded to

Taheplsp DanisLTutịa

Chiel Executive officer

U MALUST

This cand i da tes awafded the Wationa F Sentor Cer tiflcate and -has met the minimum 'requirenentsfor admissiori' to diplom or- higlker cer ti ficate study as gazetted for adnịsslon to,htgher edieatlon, subit to the admission requi remen ts of the hfarer 'edučat ion: fnsti tüti on: concerned. With effect. from Decembar 20oe

Thit cartificate is inoed vitiost aharation.ar erasure af amy kind. Achi evement

41evel

PED RUE CORY

ARRHEEAFRIF

Dee rVBre far me

090-****-**** A

Couneil for uality Assurance in

General and Further Education and Training

South Africa

HISCERNCATITUNTED ON WMARE-PLAS HOLD UP TO TNE Gh IO VIRY Powered by cs CamScanner

Tshwane University

of Technology

NATIONAL DIPLOMA

M0243461

Maaraelor an& P-ipal

Oy behat of Cound ang Sanata

We er.iDE: e0pie

MARKETING

Aivarcc ir.

TSHEPISO DANIEL TUTIAFIED TRUE

OCOPY

Having compiied with the

Requiremenits of the Aci and Siafhe

2014,-42-19

D721E

ARMERKTE AFSKRIF

19998-4

hrie Unàenty at Taonaogy temety kra& an a

GNAIURE

SRCULES 338

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