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ottice sibiya
Total Earnings
$4.00
Education
Undecided Banking, Corporate, Finance, and Securities Law Corporate Finance Institute 2018
Experience
Imperium Capital
| Wealth Management Specialist
21 Jun 2018 - Present Remote
Develop and oversee relationships with high- and ultra-high-net-worth clientele in Southern Africa, focusing principally on South Africa and the SADC region. Conduct a comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions. Delivered benchmark beating investment returns over a 12 month period Exceptional understanding of the wide range of investment vehicles, including equities, structured products, foreign exchanges, and derivatives. Secured numerous new accounts at Imperium Capital, increasing division's revenue by 15% in 2018 and 24% in 2019. Principal investment advisor of a South African-Tanzanian UHNW family office with AUM > $100 Million Prepare and conduct presentations to clientele and key stakeholders, arranging hand-off to peers if required based on the client's needs. Successfully explain and promote complex financial products to clients. Meet with potential clients to discuss insurance needs and sell related products. Proficient at using a variety of tools such as Cash Discount Models, reading of companies' filings, and extensive research using Bloomberg Terminals and Excel. Introduced an additional asset class to the portfolio that involved the reallocation of over $20,000 and has shown a return of over 14 per cent during a 4-month period. Expertise in retirement, pension plans, corporate finance services, estate planning, offshore business, health, and life insurance. Create new sales strategies and execute those strategies in conjunction with corporate sales plans. Review client pension plans to assess insurance plans and recommend the right combination of deductible and payment. Diagnose customer financial status and develop a plan for life insurance, retirement and fixed income
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