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.

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.

Bachelor of Commerce in Financial Planning

Nelson Mandela University