Summary
Overview
Work History
Education
Skills
Languages
Websites
Accomplishments
Timeline
Generic

Tovia Erasmus

Sydney,NSW

Summary

Insightful Financial Advisor known for high productivity and efficient task completion. Specialize in financial planning, risk management, and client portfolio optimization. Excel in communication, adaptability, and problem-solving to meet diverse client needs and deliver tailored financial advice.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

8
8
years of professional experience
2011
2011
years of post-secondary education

Work History

Financial Advisor

Metropolitan
Cape town, WC
08.2023 - 01.2024
  • Advised clients on investment strategies and financial planning options.
  • Developed tailored financial plans based on client goals and risk tolerance.
  • Conducted market research to inform investment recommendations and strategies.
  • Assisted clients with retirement planning and wealth management solutions.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Recommended strategies to clients to help achieve financial goals.

Financial Advisor

Old mutual
Cape town , WC
02.2022 - 07.2023
  • Advised clients on investment strategies and financial planning options.
  • Developed tailored financial plans based on client goals and risk tolerance.
  • Conducted market research to inform investment recommendations and strategies.
  • Built strong client relationships through regular communication and follow-ups.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.

Childcare Educator

Boston educare
Cape town, WC
03.2020 - 03.2021
  • Developed and implemented engaging lesson plans for diverse age groups.
  • Fostered a safe and nurturing environment for children to explore and learn.
  • Collaborated with parents to discuss children's progress and address concerns.
  • Encouraged independence among the kids by allowing them to make decisions on their own within limits set by adults.

Data Capturer

Checkers warehouse
Cape town, WC
05.2018 - 10.2020
  • Captured and entered data accurately into inventory management systems.
  • Maintained organized records of incoming and outgoing stock.
  • Utilized barcode scanners to enhance inventory tracking efficiency.

Warehouse Packer

Shoperite
Cape town, WC
07.2018 - 12.2019
  • Pack items accurately for shipment to ensure proper delivery.
  • Inspect products for quality and report any discrepancies.
  • Operate packing machinery to prepare goods for distribution.
  • Label packages clearly according to shipping requirements.

Receptionist

Kai -ma services
Cape town , WC
08.2015 - 02.2016
  • Greeted visitors and directed them to appropriate personnel.
  • Managed incoming calls and routed them to relevant departments.
  • Scheduled appointments and maintained the office calendar efficiently.
  • Ensured reception area remained clean and welcoming for guests.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.

Education

Marian High School
Cape Town, Wc

Some College (No Degree) - Marketing Management

Northlink
Cape Town, WC

Some College (No Degree) - Office administration

CPUT
Cape town , WC

Some College (No Degree) - Computer And Information Systems

CPUT
Cape Town, WC

Some College (No Degree) - Childcare

Northlink
Cape Town, WC

Skills

  • Investment strategies
  • Financial planning
  • Market research
  • Wealth management
  • Client relationship management
  • Communication skills
  • Attention to detail
  • Sales and marketing
  • Client relations
  • Financial advising
  • Trust services

Languages

English
First Language
English
Advanced (C1)
C1
Afrikaans
Advanced (C1)
C1

Websites

Accomplishments

Best attendance for the year

Work Type

Part Time

Work Location

On-Site

Important To Me

Flexible work hours

Timeline

Financial Advisor

Metropolitan
08.2023 - 01.2024

Financial Advisor

Old mutual
02.2022 - 07.2023

Childcare Educator

Boston educare
03.2020 - 03.2021

Warehouse Packer

Shoperite
07.2018 - 12.2019

Data Capturer

Checkers warehouse
05.2018 - 10.2020

Receptionist

Kai -ma services
08.2015 - 02.2016

Marian High School

Some College (No Degree) - Marketing Management

Northlink

Some College (No Degree) - Office administration

CPUT

Some College (No Degree) - Computer And Information Systems

CPUT

Some College (No Degree) - Childcare

Northlink
Tovia Erasmus