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Thethiwe  Nomandla

Thethiwe Nomandla

Private Banking Analyst
Pretoria, City of Tshwane Metropolitan Municipality

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About Thethiwe Nomandla:

I am a dedicated and highly motivated Bcom Accounting degree holder a knack for achieving clear and 
precise goals. Through the theoretical knowledge acquired in my tertiary education and experience, I 
have proven myself to be analytical, resourceful, and able to think independently to achieve desired 
results. 
Professionally I aspire to become accredited with the Certified Fraud Examiner(CFE) and Chartered 
Institute of Management Accountants (CIMA). 

Experience

PRIVATE BANKING/ WEALTH ANAYLYST/FIRST NATIONAL 
BANK(SA)
12/2019 – PRESENT
• Contribute to a culture of service excellence, which builds positive relationships and provides 
opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage, and nurture collaboration relationships within FNB and /across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training 
where appropriate.
• Contribute to innovation by finding faster and more accurate ways working.
• Provide an efficient administration service through careful and timeous planning, reporting, and 
updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational 
objectives.
• Deliver exceptional and high-quality service that exceeds customers.
• Expectations through proactive, innovative, and appropriate solutions.
• Act responsibly with work related resources to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients 
generate new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set 
processes and procedures related to area of specialization.
• Provide sound services and recommendations based on customer and client’s needs, current 
information, and trends.
PERSONAL FINANCIAL ADVISOR/OLD MUTUAL PTY(LTD)
10/2018 - 12/2019
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, 
tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management 
and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic 
changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial 
goals.
• Preparing or interpreting financial document summaries, investment performance reports and 
income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client ba

Education

Education
2017
BCOM ACCOUNTING / PEARSON INSTITUTE OF HIGHER 
EDUCATION
Majoring in Auditing, Financial Accounting, Financial Management & Taxation. Received a Sage Pastel 
Accounting certificate for satisfactory results. 
2019-2020
CHARTERED INSTITUTE OF MANAGEMENT 
ACCOUNTANTS (Current)
CERTIFICATE IN BUSINESS ACCOUNTING
• Fundamentals of Management Accounting.
• Fundamentals of Financial Accounting.
• Fundamentals of Business Economics
• Fundamentals of Ethics, Corporate Governance and Business Law.
OPERATIONAL LEVEL
• Management Accounting.
• Financial Reporting and Taxation.
• Organizational Management

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