Tuwilika Shinana
Summary
Highly motivated and goal-driven professional, who is proficient in identifying and implementing financial strategies that capture cost improvement and efficiency. I have honed my skills in investments, financial structuring and understanding of the scope that comes with being a successful financial specialist, be it; for private investments, banking, financial analysis, insurance or other areas within the sector to drive corporate success.
Overview
8
8
years of professional experience
Work History
Wealth Administrator
Pointbreak Wealth Management (Pty) Ltd
05.2022 - Current
- Provide efficient and effective administration support to ensure accuracy in the functional area
- Produce high quality work by adhering to predefined standards and procedures in accordance with compliance and governance standards
- Build and maintain stakeholder relationships
- Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialization.
Personal Financial Advisor
Old Mutual Namibia
03.2020 - 04.2022
- Assist clients in achieving their financial goals through providing financial advice and relevant solutions to individual, corporate and institutional clients
- Develops, tracks and reviews business plan to meet performance targets
- Prospects in allocated markets
- Manage client product holding across a portfolio of Old Mutual solutions
- Retain existing business
- Build and manage exceptional client relationships.
Back Office Support Clerk
SME Bank Ltd Namibia
09.2015 - 07.2017
- Creating and processing of projects around the areas of the O-four regions and assure the retaining of old clients as well as attracting new clients
- Managing and monitoring databases system files
- Identifying, performing, and evaluating market research patterns
- Analyzing consumer trends and attends to clients in a helpful manner
- Process and maintain relevant documents and records
- Resolve account detail queries and problems within prescribed time frames.
Education
Masters of Commerce - Accounting And Finance
The University of Burdwarn
Bardhaman, West Bengal, India09.2019
Bachelor's Degree Honors - Economics
University of Namibia
Windhoek, Namibia04.2015
Skills
- Supervision and Leadership
- Microsoft Excel
- Networking
- Decision-Making
- Customer Relations
- Data Analysis
- Report Preparation
- Business Development
References
- Jenene Beukes, Wealth Manager, Pointbreak Wealth Management, jenene@pointbreak.com.na, +264814476711
- Ndadhi N Ndoroma, General Manager: Personal Financial Advise, Old Mutual Namibia, NNdoroma2@oldmutual.com, +264813510352/ +264612993546
- Wikus Fourie, Head of Wealth, Old Mutual Namibia, WFourie@oldmutual.com, +264817323252
Languages
Oshiwambo
Native language
English
Proficient
C2
Timeline
Wealth Administrator
Pointbreak Wealth Management (Pty) Ltd
05.2022 - Current
Personal Financial Advisor
Old Mutual Namibia
03.2020 - 04.2022
Back Office Support Clerk
SME Bank Ltd Namibia
09.2015 - 07.2017
Masters of Commerce - Accounting And Finance
The University of Burdwarn
Bachelor's Degree Honors - Economics
University of Namibia
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