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Mbulelo Musa

Mbulelo Musa

Assistant Employee Benefits Consultant

Followers of Mbulelo Musa1662 followers
location of Mbulelo MusaMunicipalità metropolitana di Johannesburg, Gauteng, Sudafrica

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  • Timeline

  • About me

    Client Liaison Manager at Member Solutions

  • Education

    • Chapman High School

      2001 - 2004
      Matric Business/Commerce, General 12

      Attività e associazioni:Chess, Debate, Deputy Head-boy. I did mainly commercial subjects.

    • Nelson Mandela Metropolitan University

      2005 - 2005
      University Foundation Programme Business/Commerce, General

      Attività e associazioni:Financial Planning & Investment Societies

    • Nelson Mandela Metropolitan University

      2006 - 2010
      Bachelor of Commerce (B.Com.) Financial Planning & Business Management

      Attività e associazioni:Investment Society, Financial Planning Society. My Bachelors degree covered modules such as Accounting, Business Statistics, Economics, Investment Management, Financial Management, General & Strategic Management, Personal Financial Planning, Corporate Financial Planning, Retirement Planning, Retirement Planning, Taxation, Practice Management,Commercial Law, Marketing Management, Customer Relationship Management Labour Law, and Labour Relations among others.

    • Nelson Mandela University

      2017 - 2017
      Post Graduate Diploma Financial Planning and Services NQF8

  • Experience

    • NBC Holdings (Pty) Ltd

      Jan 2011 - Jan 2015
      Assistant Employee Benefits Consultant

      In this position my KPAs included but were not limited to the following:-Attending Trustees and Local Advisory Committee meetings and following up on action items arising from those meetings.-Drafting minutes, requesting reports and ensuring that agenda packs reach all the relevant stakeholders within pre-determined time-frames.-Conducting Member report back sessions on matters affecting the Fund Members and retirement fund industry in general.-Conducting Fund Budgets, Section 14 Transfers (In/Out), Handling Fund Members' and Trustees' ad hoc queries.-Chairing Local Advisory Committee meeting at times.-Conducting financial year end Fund Checklists. -Liaising with Investment Consultants to better understand the investment performance of Funds. Meno dettagli

    • Citadel Investment Services (Pty) Ltd

      Nov 2015 - Jan 2017
      Advisory Associate

      •Functioning in an Advice practice busy with Articles with the intention of becoming an Advisory Partner•Provide administrative and other support within my designated practice•Drafting Investment Proposals; using Suitability Assessments and Allocators- Creating Financial Plans using state of the art financial planning tools such as Xplan but predominantly using our in-house tool called Tyrus.-Preparing documentation for client annual review meetings

    • BayHill Capital

      Jan 2017 - Jan 2019
      Wealth Advisor

      Part of what I do inter alia is to:- Assist clients in creating a financial planning road map to meet their financial goals & objectives- Assist clients in answering the "how much is enough?" question- Customizing bespoke direct share portfolios according to the clients' specifications- Offering other specialist wealth management services to clients- Promoting the development of impact investing strategies- Engaging with clients to integrate impact investing into their investment portfolios Meno dettagli

    • MMI Holdings

      Jan 2019 - Mar 2020
      Business Development Consultant

    • Eskom Pension and Provident Fund

      Apr 2020 - Jan 2022
      Retirement Fund Consultant

      - Conducting Fund Member Education Sessions- Organising & Conducting Pensioner Education Functions- Implement HR Relationship Maintenance & Human Resource Training- Provide Pre & Post Retirement Counselling for Members & other Retirees- Function Coordination & Administration- Compiling Exco reports for executive decision making

    • Momentum Corporate

      Jan 2022 - now
      Client Liaison Manager

  • Licenses & Certifications

    • Regulatory Examination Certificate

      Financial Services Board
      Jan 2014