Riaan Gouws Email & Phone Number

When working at Balanced Financial Planning I obtained extensive experience in the financial services industry. I had dealings with the following companies:- Ninety One Asset Management- Old Mutual Wealth- Old Mutual International- Momentum Wealth- Momentum International- Marriott Asset Management (Local and Offshore)- Sygnia- Discovery Invest- Liberty Life- Allan Gray- Sanlam- Morningstar Managed Portfolios (Discretionary Fund Managers)I assisted in the following areas:- New Business- Day-to-Day administrative requirements for existing clients- Retirement Annuity and Living Annuity transfers between various FSP providers- Facilitating forex transfers for clients through Mercantile Bank- Assisted in the drafting of wills for clients- Assisted in the creation of Employee Benefits Schemes and Group Retirement Annuities for companiesI am proficient in the following systems:- Microsoft Office Suite- Client Relationship Management Software (Responsibilities include Systems Administrator) - AtWork - Xplan - AdviceTechI have product knowledge in the following investment types:- Discretionary Investments - Endowments - Sinking Funds (Life Wrappers) - Share Portfolios (Local and Offshore) - Direct Unit Trusts - Exchange Traded Funds - Tax Free Savings Plans- Pension Funds / Preservation Pension Funds- Provident Funds / Preservation Provident Funds- Retirement Annuities- Living Annuities- Offshore Investments - Global Investment Portfolios - Global Endowment Structured Portfolios - Global Share Portfolios

Listed skills include Windows Server, Sql, Itil, Windows 7, and 5 others.

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