Chimuanya Nwaebube Email & Phone Number

Johannesburg, Gp, Za

City Of Johannesburg, Gauteng, South Africa

- Developing personalised strategies to identify new market opportunities within adviser base and driving inflows of funds into current advisory panel AUM. This includes retention of AUM on the platform and onboarding of new advisors onto the platform.- Developing investment products that are required by several members of my advisory panel. This includes the creation and offering of bespoke products. This includes assisting with pricing and placement of investments via linked… Show more - Developing personalised strategies to identify new market opportunities within adviser base and driving inflows of funds into current advisory panel AUM. This includes retention of AUM on the platform and onboarding of new advisors onto the platform.- Developing investment products that are required by several members of my advisory panel. This includes the creation and offering of bespoke products. This includes assisting with pricing and placement of investments via linked notes.- Head of monthly Manco reporting and presentations (to National head of distribution and regional managers) on adviser performance, inflows, outflows, maturities, retention and new business pipeline across structured, guaranteed and vanilla investment offerings for inland and coastal distribution team.- Assisting with client relationship management by building relationships within ABSA, Glacier Partners: AIMS and prospect companies as well as resolving complex or outstanding client instructions or issues that arise on platform.- Delivering system and product training to best assist advisers to market and secure new business within the Glacier Partners: AIMS platform. Show less

Gauteng, South Africa

- Provide multiple monthly reports and presentations (to regional heads) on inflows, outflows, maturities, retention and tranches across structured, guaranteed and vanilla investment offerings for inland and coastal distribution team.- Developing personalised strategies to identify new market opportunities within adviser base and drive inflow of business for my advisory panel.- Assisting with client relationship management by building relationships within ABSA and prospect… Show more - Provide multiple monthly reports and presentations (to regional heads) on inflows, outflows, maturities, retention and tranches across structured, guaranteed and vanilla investment offerings for inland and coastal distribution team.- Developing personalised strategies to identify new market opportunities within adviser base and drive inflow of business for my advisory panel.- Assisting with client relationship management by building relationships within ABSA and prospect companies as well as resolving complex or outstanding client instructions or issues that arise on platform. Maintaining relationships between independent advisers and AIMS.- Assisting in portfolio management of adviser AUM by developing investment products that are required by several members of my advisory panel. This includes the creation and offering of bespoke products.- Delivering system and product training to best assist advisers to market and secure new business within the AIMS platform Show less

Midrand, Gauteng, South Africa

City Of Johannesburg, Gauteng, South Africa

- Offered Team Leader role after 6 months. Assisted as secondary team leader to largest cluster of advisers. - Maintaining a relationship between PSG Wealth and a panel of PSG advisers. - Assisting with developing the PSG Wealth adviser service space.- Maintaining a relationship between my teams panel of PSG Wealth advisers and their clients.

Cape Town, Western Cape, South Africa

- Developed business cases for launch of new Allan Gray Offshore Endowment.- Collaborated with business analysts and product owner with testing new CRM system.- Developed a portfolio report on Allan Gray top 10 holdings.- Educated clients and financial advisers on Allan Gray product offerings and legislation that governs them.- Analysed the impact that micro and macro economic factors have on an investor’s investment portfolio.- Analysed and calculated fees, tax implications… Show more - Developed business cases for launch of new Allan Gray Offshore Endowment.- Collaborated with business analysts and product owner with testing new CRM system.- Developed a portfolio report on Allan Gray top 10 holdings.- Educated clients and financial advisers on Allan Gray product offerings and legislation that governs them.- Analysed the impact that micro and macro economic factors have on an investor’s investment portfolio.- Analysed and calculated fees, tax implications on clients investment portfolio. Show less

South Africa

- I worked on a array of Vitality projects from the Running World Cup to Shoe booster. - Analysed Data on various Vitality products and offers. - Provided input on multiple new screen designs and journeys on Discovery app as well as new business models. - I further completed content briefs and customer experience specs for multiple projects. - Created floor plans and designs as well as price sourcing for Discovery CSI projects.

Postgraduate Diploma In Management (Business Administration), Business Administration And Management, General, B+

Economics Operations Management Marketing Management Financial Management Accounting Human Resource Management and Organizational Design.

Bachelor Of Business Science, Business, Economics, Management And International Relations

Activities and Societies: Finance and Investment Society, Healing Garden and MSA basketball team

Matric Certificate, 8-12

Activities and Societies: Debate Team, Drama, Public speaking, Basketball, Pipe band and Football Bachelor Degree Pass