Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Timeline
Generic

Ryal Rosen

Keysborough,VIC

Summary

Internationally graded as a 5th-degree black belt in Goju Ryu Karate, a highly disciplined and focused approach characterizes the role as a Results-driven Investment Adviser, Branch Manager, and Management Consultant. Demonstrating a proven track record in achieving exceptional financial outcomes and optimizing operational efficiency, expertise lies in strategic investment planning, risk management, and portfolio analysis. A comprehensive understanding of market trends, economic indicators, and regulatory environments guides clients towards well-informed financial decisions.
In the capacity of a seasoned Branch Manager, teams are successfully led to surpass performance targets, fostering a culture of collaboration and professional development. Strong leadership and communication skills play a pivotal role in building lasting client relationships and driving business growth. Recognition is earned for identifying opportunities for process improvement and implementing innovative solutions to enhance overall organizational effectiveness.
As a Management Consultant, consistency provides valuable insights to diverse clients, facilitating sound decision-making through comprehensive analyses and strategic recommendations. The ability to communicate complex financial concepts in a clear and accessible manner fosters trust and confidence among clients and stakeholders.
Possessing a unique blend of business acumen, leadership prowess, and communication finesse, commitment is directed towards delivering financial strategies aligned with set goals. Thriving in dynamic environments, the results-oriented approach seamlessly intersects with financial advisory, branch management, and management consulting, ensuring success in diverse and challenging landscapes.

Overview

14
14
years of professional experience

Work History

Victoria Branch Manager - Investment Adviser

Brite Adviser
07.2023 - Current
  • Maintained friendly and professional customer interactions.
  • Managing Data mining projects to feed advisers qualified data
  • Plan and coordinate Social media content with Social media team at moment still low conversion rate but we must persist and find momentum.
  • Target setting - 5 appointments per day
  • BAM - Bare Ass Minimums 3 appointments per day to be booked and qualified by BDM and sat by advisers per day
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Senior Investment Adviser

Brite Advisers South Africa Pty Ltd
11.2019 - 06.2023
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Managed 162 clients with 25% high net worth individuals
  • Managed team of 6 Advisers and with 6 BDMS reach targets for Cape Town office
  • My Cape Town region best performing regions in South Africa 2020-2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Associated Wealth Consultant & Head of CRM

Devere Acuma South Africa Pty Ltd
04.2015 - 11.2019
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Accolades, awarded top AUM for year 2017 & 2018 in Africa and top 5 Globally in 2018.
  • Wrote regions first single largest deal £1, 7M deal in 2017
  • Introduction to BAM, min 10 calls per day 50 per week
  • Call out day winner 2017 most business written from single day of cold calling.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Owner - Principal Managing Consultant

R&A Hotel Solutions (Pty) Ltd
08.2009 - 04.2015
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Established foundational processes for business operations.
  • Trained and developed team members to build human capital.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
  • Secured record making deals for company, ZAR12M Accra Airport Hotel Ghana Completed and delivered 2011
  • Infamous One & Only Hotel at V&A Waterfront Cape town ZAR 10M project completed June 2010
  • Largest Hotel in Souther Africa at Time Southern Sun Waterfront with in excess of 800 rooms deal ZAR14,5m completed 2013

Education

ASIC FA Exam - Compusory - Financial Adviser Exam

Australian Securities & Investments Commission
Australia
11.2023

Bachelor of Science - Accounting And Business Management

Bachelors of Accounting & Business Science
University Of South Africa
12.2020

Certificate of Merit - Fintech - Opportunities & Diruption

Gordons Institute of Business School
South Africa
11.2020

Japanese Karate Federation - 5th Degree Graded - 5th Degree Black Belt

Seiwakai International Goju Ryu Karate
Japan
09.2018

Skills

  • Relationship Building
  • Proficient in Salesforce
  • Sales Professional
  • Key Performance Indicators
  • Federal Regulations
  • Business Planning
  • Conflict Resolution
  • Regulatory Compliance
  • Team Supervision
  • Product Training
  • Financial Services
  • Client Relationship Management
  • Staff Supervision
  • Relationship Management
  • Excellent Work Ethic
  • Attention to Detail
  • Operations Management
  • Team Player
  • Investment and Wealth Planning

Affiliations

Lifetime member of Seiwa Kai Goju Ryu International Karate - Japan Karate Federation since 2018.

Additional Information

My family & I arrived on a 482 Visa, I have no conditions attached to my VISA except that I have to have medical insurance cover for the full duration of my visa being from 14 June2023 - 30 April 2027 (expiry date)


I've been nominated and sponsored by Brite Advisors Australia PTY Limited to an investment advisor and branch manager in Victoria, the plan was to grow business and follow the industry growth trends. However recent developments have adversely affected my relationship and ability to continue working for my employer as the ASIC have frozen the company assets and the business reputation has seriously damaged.


ASIC media release :

https://asic.gov.au/about-asic/news-centre/find-a-media-release/2023-releases/23-286mr-federal-court-freezes-funds-and-assets-of-brite-advisors/

Timeline

Victoria Branch Manager - Investment Adviser

Brite Adviser
07.2023 - Current

Senior Investment Adviser

Brite Advisers South Africa Pty Ltd
11.2019 - 06.2023

Associated Wealth Consultant & Head of CRM

Devere Acuma South Africa Pty Ltd
04.2015 - 11.2019

Owner - Principal Managing Consultant

R&A Hotel Solutions (Pty) Ltd
08.2009 - 04.2015

ASIC FA Exam - Compusory - Financial Adviser Exam

Australian Securities & Investments Commission

Bachelor of Science - Accounting And Business Management

Bachelors of Accounting & Business Science

Certificate of Merit - Fintech - Opportunities & Diruption

Gordons Institute of Business School

Japanese Karate Federation - 5th Degree Graded - 5th Degree Black Belt

Seiwakai International Goju Ryu Karate
Ryal Rosen