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Reneilwe Taunyane

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About Reneilwe Taunyane:

Highly skilled and experienced Finance professional with one year of experience in the financial services industry. Possessing extensive knowledge in financial planning, investment management, and risk management with a proven track record of delivering excellent client service. Seeking a challenging role to help her grow in finance.

Experience

Financial Advisor - Momentum Life                                                                                                2021 - 2022

  • Provided financial advice and guidance to clients regarding their investments, retirement planning, risk management, and financial planning. 
  • Developed and maintained positive relationships with clients to ensure client retention.
  • Conducted research on market trends and provided investment recommendations to clients. 
  • Assisted clients in developing and implementing financial plans to meet their financial goals.
  •  Provided administrative support to ensure the maintenance of an allocated portfolio of clients.

Education

Bachelor of Commerce in Financial Planning

Nelson Mandela University

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