Hlaulani Maluleke

Experience

• 

  Standard Bank Group

  Apr 2013 - Mar 2015

  Conducting a financial needs analysis of a client to determine the client’s financial needs and develop financial solutions suitable for the client’s needs. Help clients set and achieve financial goals through advice on financial products such as risk management and investment. Process cash deposits, verify amounts and check accuracy of the deposit slips. Accurately count and verify customers’ deposits, ensuring that the correct amounts and references are captured to the relevant account.

  • Financial Planner Trainee

    Sept 2014 - Mar 2015

  • Processing Teller

    Apr 2013 - Oct 2014
• 

  Standard Bank South Africa

  Apr 2015 - Apr 2016

  Associate Planner

  Assist Financial Planner in conducting a financial needs analysis of business clients to determine the client’s financial needs and develop financial solutions suitable for the client’s needs. Help clients set and achieve financial goals through advice on financial products such as risk management and investment.

• 

  Standard Bank Group

  May 2016 - now

  Commissions Support Officer

  Receive new business from Wealth consultants and process it on FMS and SAP, Clearing commission for the payment of Wealth consultants on FMS and SAP, Clear the Daily Activity Report on a daily basis, Resolve commission queries and liaise with consultants and management.