
Grace Soko

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About me
Acting Operations Manager | Lead Private Wealth Manager - Money Acumen Advisory
Education

University of Pretoria
2008 - 2011Bachelor of Commerce - BCom Banking, Corporate, Finance, and Securities LawActivities and Societies: University of Pretoria International Students Society - President Bachelor of commerce specializing in Law

University of Pretoria
2012 - 2014Bachelor of Laws - LLB LawActivities and Societies: Student representative council - International Students & Study Finance
Experience

FNB Zambia
Feb 2015 - May 2019Service advisor in the FNB Choma branch Sales and Service consultant at FNB Choma branch
Service Specialist
Sept 2017 - May 2019Service Advisor
Jun 2016 - Aug 2017Sales And Service Consultant
Feb 2015 - May 2016

Care Cooperative Savings & Credit Society Limited
May 2019 - Dec 2021Customer Relations & Marketing Officer
Prudential Life Assurance Zambia
Dec 2021 - Feb 2023Wealth Consultant
IAGEDE - Insurance Awareness and General Dealers
Mar 2023 - Aug 2023Marketing and Business Development Specialist
Money Acumen Advisory
Sept 2023 - nowLead a team of expert Private Wealth Managers and align performance with set targets
Acting Operations Manager
Mar 2024 - nowLead Private Wealth Manager
Sept 2023 - now
Licenses & Certifications
- View certificate

Introduction to Risk Management
Corporate Finance InstituteMar 2024 - View certificate

Introduction to ESG
Corporate Finance InstituteFeb 2024 - View certificate

Introduction to FinTech
Corporate Finance InstituteFeb 2024 - View certificate

The Neuroscience of Strategy and Creative Leadership
LinkedInMar 2023 - View certificate

Digital Marketing and CRM for Increased Sales
AlisonMar 2024 - View certificate

Diploma in Mental Health
AlisonMar 2024 - View certificate

Debt Management and Financial Planning
AlisonJun 2024 - View certificate
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Introduction to Capital Markets
Corporate Finance Institute® (CFI)May 2024 - View certificate

Financial Advisor Roles and Responsibilities
AlisonApr 2024 - View certificate

Customer Relationship Management (CRM) for Small Businesses
AlisonMar 2024
Honors & Awards
- Awarded to Grace Soko2025 Governor's Financial Literacy Award Nominee Bank of Zambia Oct 2025 2025 Governor's Financial Literacy Awards Nominee - Exceptional Individual Contribution to Financial Literacy Education
- Awarded to Grace Soko2025 ZCMCA Financial Literacy Champion of the Year - Nominee 2025 Zambia Capital Market Conference and Awards Sep 2025 This recognition highlights my outstanding contributions and impact in promoting financial literacy and empowering communities.
- Awarded to Grace Soko2024 Governor's Financial Literacy Award Nominee Bank of Zambia Oct 2024 2024 Governor's Financial Literacy Awards Nominee - Exceptional Individual Contribution to Financial Literacy Education
- Awarded to Grace SokoTop Closer Award Money Acumen Advisory Mar 2024 Managing Partners nominated Award based on Sales performance for the month of March 2024
- Awarded to Grace SokoSunshine award FNB Zambia November 1, 2018 Team spirit award
- Awarded to Grace SokoSilver Service Award FNB Zambia May 1, 2018 Peer nominated customer service excellence award
Languages
- frFrench
- enEnglish
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