Roland Trollip Email & Phone Number

City Of Cape Town, Western Cape, South Africa

South Africa

Cape Town Area, South Africa

deVere Acuma (Pty) Limited aims to provide South African residents with trusted, expert and - perhaps most importantly - bespoke financial advice.At deVere Acuma, we are firmly of the opinion that personal economic security and success can only be achieved through professional and competent financial planning. deVere Acuma provides a large range of tailored financial planning services, all the while ensuring that our esteemed clients achieve all the financial goals they set… Show more deVere Acuma (Pty) Limited aims to provide South African residents with trusted, expert and - perhaps most importantly - bespoke financial advice.At deVere Acuma, we are firmly of the opinion that personal economic security and success can only be achieved through professional and competent financial planning. deVere Acuma provides a large range of tailored financial planning services, all the while ensuring that our esteemed clients achieve all the financial goals they set out.Licenced and regulated by the Financial Services Board (FSB), deVere Acuma has been operational since 2008. It also forms part of deVere Group - one of the world’s leading financial advisory organisations with over 80,000 clients worldwide –finding itself at a strategic vantage point to offer its clients unrivalled market knowledge and exclusive financial planning solutions that are only available to deVere clients.With the help of our highly trained advisers, you will be able to build a secure plan that will both create wealth as well as safeguard your assets today and in the future. With an increasingly competitive marketplace both in South Africa and worldwide, planning has never been as important as it is now. Show less

Cape Town Area, South Africa

Alphen Estate, Constantia

INVESTMENT SPECIALISTOverview• The clients that I dealt with were high net worth individuals, our target market was the over 50 year old market, clients who are in a position to retire or are retired. The size of the book of investment clients that I handled was roughly R25 million.Responsibilities • Servicing a client base of between 60 - 70 clients.• Liaising with clients on a monthly basis, thereby maintaining close relationships with existing clients.• Ensuring… Show more INVESTMENT SPECIALISTOverview• The clients that I dealt with were high net worth individuals, our target market was the over 50 year old market, clients who are in a position to retire or are retired. The size of the book of investment clients that I handled was roughly R25 million.Responsibilities • Servicing a client base of between 60 - 70 clients.• Liaising with clients on a monthly basis, thereby maintaining close relationships with existing clients.• Ensuring satisfactory resolution of all queries and concerns of clients.• Generating leads as well as following up on leads generated and setting up meetings to conduct analysis on the prospect’s financial affairs. Defining our product offering, including a wide variety of investment products that could cater to the client’s private wealth management needs and retirement planning. • Attending the weekly asset management meetings where the company’s investment strategies are formulated and discussed.• Providing sound advice, services and recommendations to investment clients.• Achieving sales targets as per operational strategy.• Identifying and contacting external Brokers in order to develop complimentary relationships whereby greater business opportunities are established.• Building and maintaining excellent external relationships with these Brokers.• Wills and Estate Planning Service - Assisting with ensuring that estates are cost and tax efficient. Show less

Cape Town Area, South Africa

FINANCIAL ADVISORResponsibilities • Liaising with clients on a monthly basis, thereby maintaining close relationships with existing clients.• Ensuring satisfactory resolution of all queries and concerns of clients.• Generating leads as well as following up on leads generated and setting up meetings to conduct analysis on the prospect’s financial affairs, our product offering, including a wide variety of investment products that could cater to the client’s private wealth… Show more FINANCIAL ADVISORResponsibilities • Liaising with clients on a monthly basis, thereby maintaining close relationships with existing clients.• Ensuring satisfactory resolution of all queries and concerns of clients.• Generating leads as well as following up on leads generated and setting up meetings to conduct analysis on the prospect’s financial affairs, our product offering, including a wide variety of investment products that could cater to the client’s private wealth management needs and retirement planning. • Attending the weekly asset management meetings where the company’s investment strategies are formulated and discussed.• Providing sound advice, services and recommendations to investment clients.• Achieving sales targets as per operational strategy.• Identifying and contacting external Brokers in order to develop complimentary relationships whereby greater business opportunities are established.• Building and maintaining excellent external relationships with these Brokers. Show less

International Certificate In Wealth & Investment Management, International Finance, Passed With Distinction.

Introduction To International Securities & Investments, International Securities & Investments, Passed With Distinction.

Regulatory Examination 1: Representatives, Finance & Financial Management, Finance And Financial Management Services

B.Comm, Double Majored In Economics And Management

High School