Reneilwe Taunyane
Accounting / Finance
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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