Justin Paulsen

Experience

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  FNB International Private Clients

  Apr 2010 - Oct 2012

  Client Service Consultant/Relationship Banker

  • Dealt with High Net Worth individuals and servicing them with all their banking requirements. These included Credit Card Queries, Bond repayment queries, Fiduciary and Wealth Management as well as cross-selling opportunities. • Managed the entire client relationship from account opening process until all service assistance thereafter.• Responsible for obtaining new sales from existing resources and own resources• Responsibilities:o Deal with client querieso Manage client expectationso Identify Cross Selling opportunitieso Opening up accountso Maintenance of Accountso Identify new Sales Opportunitieso Servicing Clients Show less

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  ACM Gold and Forex Trading

  Nov 2012 - Aug 2015

  VP - Strategic Partnerships

  • Management within ACM Gold including active involvement and oversight of the entire business which is included but not limited to Johannesburg and Cape Town areas.• Obtaining of new customers through active involvement of the different areas of the business such as online sales and conversions, partnership conversions and marketing conversions.• Relationship management and building with customers.• Obtaining and verification of FICA documents and submission to compliance department.• Informing customers of the risks associated with the products offered.• Training of customers and IB's regarding the industry, products, and platform.• Handling and interacting with customers regarding business processes, the opening of accounts, deposits, withdrawals, platform queries and FICA process.• Continuous and active involvement with customers from acquisition phase to relationship building and ongoing support and service.• Handling customer withdrawal and proof of payment queries and informing them of incorrect details to ensure correct regulatory procedures are followed.• Verification and calculation of broker rebates and bank details.• Analysing and submission for technical queries regarding pricing, platform queries and execution queries.• Informing customers of various process and regulations such as FICA, FAIS.• Exchange integrations’ and platform integrations’ such as Swordfish, IRESS to ensure additional derivative instruments can be offered on their existing platforms and vice versa.• Identification of any transactions or suspicions in contravention of the FAIS or FICA Act. Show less

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  JP Markets South Africa

  Jun 2016 - now

  Chief Executive Officer and Founder

  • Develop high-quality business strategies and plans ensuring their alignment with short-term and long-term objectives.• Lead and motivate subordinates to advance employee engagement and develop a high performing managerial team.• Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission.• Make high-quality investing decisions to advance the business and increase profits.• Enforce adherence to legal guidelines and in-house policies to maintain the company’s legality and business ethics.• Review financial and non-financial reports to devise solutions or improvements.• Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders.• Analyze problematic situations and occurrences and provide solutions to ensure company’s survival and growth.• Maintain a deep knowledge of the markets and industry of the company. Show less