Erikk Shilongo
Windhoek
Summary
Diligent personal financial advisor with strong background in guiding clients towards financial success. Adept at developing personalized financial plans and strategies to meet clients' diverse needs. Demonstrated ability in investment management and retirement planning.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Financial Advisor
Old Mutual Namibia
Windhoek, Namibia
09.2025 - Current
- Developed personalized financial plans to align with client goals and risk tolerance.
- Conducted comprehensive market analysis to identify investment opportunities.
- Educated clients on financial products, strategies, and market trends for informed decision-making.
- Established long-term relationships through regular communication and portfolio reviews.
- Facilitated client onboarding processes, ensuring accurate documentation and compliance.
- Mentored junior advisors on best practices in client management and financial planning.
- Implemented technology solutions to streamline financial reporting and enhance client engagement.
Financial advisor
Momentum Metropolitan
Oshakati, Oshana, Namibia
01.2020 - 12.2021
- Developed personalized financial plans for clients to meet long-term financial goals.
- Conducted comprehensive market analysis to identify investment opportunities and trends.
- Provided ongoing portfolio management and adjustments based on market changes.
- Educated clients on financial products, enhancing understanding and engagement.
- Collaborated with cross-functional teams to streamline client onboarding processes.
Lecturer
National Institute of Technology
01.2017 - 12.2018
- Facilitated interactive discussions to enhance student comprehension and critical thinking skills.
- Collaborated with colleagues to design interdisciplinary projects that fostered teamwork and innovation among students.
- Evaluated student performance through assessments, providing constructive feedback to improve learning outcomes.
Class Teacher
Ministry of Education
Bet El Primary School Windhoek
02.2016 - 12.2016
- Developed engaging lesson plans to enhance student understanding and participation.
- Implemented differentiated instruction strategies to meet diverse learning needs of students.
- Utilized assessment tools to monitor student progress and adjust teaching methods accordingly.
Education
Bachelor Degree - Business Administration
Namibia University of Science and Technology
Grade 12 Certificate - undefined
Hans Daniel Namuhuja SSS
Honours Degree - Marketing
Namibia University of Science and Technology
Skills
- Insurance
- Marketing
- Administration
- Operations and Logistics
- Retail and wholesale
- Communication and Presentation
- Client relationship building
- Cash flow analysis
- Long-term care planning
- Insurance planning
- Risk management
Certification
LOng term and Short-term Insurance licenses
LANGUAGES
English (Very good)
Oshiwambo (Very good)
Afrikaans (Very poor)
References
- Miss Erenstina Shidhika (Senior Administrationofficer, Ministry of finance) erenstina40@gmail.com, 0814954911/0853954911,
- Mr Fillipus Isaak, Sales Manager, Momentum Metropolitan lfillipus@metropolitan.com.na, +264 81 662 013
INTERESTS
Making sales, Innovation and entrepreneurship activities, Sports and meeting new people
Timeline
Personal Financial Advisor
Old Mutual Namibia
09.2025 - Current
Financial advisor
Momentum Metropolitan
01.2020 - 12.2021
Lecturer
National Institute of Technology
01.2017 - 12.2018
Class Teacher
Ministry of Education
02.2016 - 12.2016
Bachelor Degree - Business Administration
Namibia University of Science and Technology
Grade 12 Certificate - undefined
Hans Daniel Namuhuja SSS
Honours Degree - Marketing
Namibia University of Science and Technology