Jabus Van Aswegen, CFP®

Experience

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  Marsh

  Mar 2014 - Nov 2015

  • Reviewed and renewed client policies.• Cross-selling of trade credit insurance products.• Managed client claims.• Technical broking of accounts.• Managed and resolved client-related queries.• Liaised directly with clients and Insurers. • 1 of 15 candidates chosen for the programme.• Rotated through different divisions across the company. • Gained exposure in new business, trade credit, financial and professional liability, personal lines, commercial insurance and industrial arts.

  • Trade Credit Client Executive

    Jun 2015 - Nov 2015

  • Graduate Trainee

    Mar 2014 - Jun 2015
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  NFB Financial Services Group

  Feb 2016 - Aug 2017

  Paraplanner

  • Compiled investment proposals for high-net-worth clients. • Reviewed client portfolios and led presentations as required.• Composed compliance documentation for meetings.• Prepared records of advice documentation for advice given.

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  GreenBlack Private Wealth

  Sept 2017 - Jan 2023

  Private Wealth Advisor

  • Analyse investments on share portfolios and unit trust investments.• Perform investment planning for clients both locally and offshore using different structures for tax efficiencies and succession planning.• Construct investment proposals for high-net-worth individuals.• Estate and tax planning for investment clients.• Present, review and provide client feedback on their investment portfolios.• Pre- and post-retirement planning for existing and prospective clients.• Analyse investments on funds and structures.• Identify and utilise opportunities for revenue growth to deliver on sales targets.• Deliver customer experience excellence in own service delivery aligned to organisational values and service standards.• Provide internal and external customer service excellence and adhere to quality service standards.• Achieve revenue and profit targets by growing the portfolio base and offering advice and solutions that ensure revenue and profit growth. Show less

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  Sanlam Private Wealth

  Jan 2023 - now

  Portfolio Manager