Chalden Du Toit Email & Phone Number

London, Gb

Cape Town, Western Cape, South Africa

At CA Global, I specialize in Executive Search, Headhunting, and Specialist Recruitment services tailored to the African market and abroad. I am part of a dedicated team of headhunters and research specialists focuses on identifying top talent for Senior Management, Scarce Skills, and Executive Level positions. I cover a range of industries, including:• Banking• Insurance• Private Equity• Development Finance• Fintech• Legal• Commodities• Microfinance• Technology• EducationWith a strong commitment to serving the African continent, we proactively connect executives and industry professionals with exceptional opportunities in these sectors. For prospective clients and candidates seeking our support, please feel free to reach out to me at cdutoit@caglobalint.com. (Please note, we kindly request no unsolicited marketing emails.)

As a Financial Advisor, my responsibilities include:• Client Engagement: Identifying and engaging prospective clients, understanding their financial needs, and crafting tailored strategies to address concerns.• Client Base Development: Building a strong client base through trust, reliability, and commitment to their financial well-being.• Cross-Selling: Proficiently cross-selling various financial products to diversify clients' portfolios.• Educational Presentations: Conducting group presentations on Pension Planning, Estate Planning, and Investment Planning.• Sound Financial Advice: Providing well-informed advice for current and future financial needs.• Product Knowledge: Maintaining deep knowledge of financial products and evaluating investment performance.• Professional Development: Staying updated on Legal and Technical changes in financial products and legislation, including capital needs analysis.• Legal and Product Consultation: Advising on the legal aspects, implications, and benefits of financial products, including estate duty calculations and will drafting.• Diverse Financial Products: Expertise in business assurance, retirement planning, unit trusts, and short-term insurance.• Tax Services: Proficiency in tax calculations and assistance with client IT12 forms and e-filing submissions.• Pension and Provident Funds: Guiding clients in pension/provident fund benefit transfers and tax directives.• Retirement and Retrenchment Advice: Offering personalized advice on available options at different career stages.My mission is to provide comprehensive, tailored financial guidance to clients, ensuring their unique financial goals are met.

Sandton

Bachelor Of Commerce - Bcom, Finance, General

Re5

Nqf 5, Insurance

Higher National Diploma, Meeting And Event Planning