Penehafo Naindongo
Windhoek
Summary
Proven Wealth Administrator with a solid background in financial planning and investment analysis, honed at Pointbreak Wealth Management and FirstRand Group. Expert in finance and ethics, I excel in client relations and portfolio management, significantly enhancing operational efficiency. My proactive approach and analytical skills drive success in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Administrator
Pointbreak Wealth Management
Windhoek, Namibia
09.2023 - Current
- Supported wealth managers with financial planning, investment instruments like fixed deposits, bonds, and treasury bills administration, and risk services.
- Maintained positive interactions with clients by addressing concerns promptly.
- Managed daily administrative activities, account openings, among other day-to-day duties.
- Actively contribute to project management operations.
Wealth Administrator - Intern
FirstRand Group of Namibia Limited
Windhoek, Namibia
04.2022 - 08.2023
- Assist the wealth managers with financial planning and investment administration, risk and insurance services, investment portfolio management, money market services, unit trusts, and assisting the Treasury bills administration team, account opening, KYC, sending out statements, and maintaining the overall administration as assigned to me to ensure the smooth operation of the wealth managers, while maintaining customer files in appropriate order.
Assistant Accountant
Real Proprties cc
Oshakati, Namibia
02.2019 - 10.2021
- Accounting and bookkeeping, financial statement preparations, VAT and import returns, business plans, CC registration, supporting the auditing team, payroll administration, bank reconciliation, debtors and creditors, and financial reporting.
Education
High School - NSSCH
Gabriel Taapopi Secondary School
Ongwediva12-2011
Bachelors Degree - Finance
International University of Management (IUM)
Skills
- Planning and compiling financial reports
- Finance
- Investment research and analysis
- Ethics and professionalism
References
- Eunice Nampila, Wealth Administrator Manager (Pointbreak Wealth Management, +264816436437
- Jenene Beukes , Junior Wealth Manager (Pointbreak Wealth Management) +264814476711
Certification
- . Corporate Finance Fundamentals – Corporate Finance Institution -In progress
Timeline
Wealth Administrator
Pointbreak Wealth Management
09.2023 - Current
Wealth Administrator - Intern
FirstRand Group of Namibia Limited
04.2022 - 08.2023
Assistant Accountant
Real Proprties cc
02.2019 - 10.2021
- . Corporate Finance Fundamentals – Corporate Finance Institution -In progress
High School - NSSCH
Gabriel Taapopi Secondary School
Bachelors Degree - Finance
International University of Management (IUM)
Similar Profiles
Tuwilika ShinanaTuwilika Shinana
Wealth Administrator at Pointbreak Wealth Management (Pty) LtdWealth Administrator at Pointbreak Wealth Management (Pty) Ltd
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)