Sasha Mussett Cfp® Email & Phone Number

South Africa

Johannesburg Area, South Africa

Key Responsibilities:▪ Provide business development and operational support to CEO for Mercer Africa.▪ Manage and oversee the overall relationship in South Africa and Pan Africa with our strategic partner (Alexander Forbes) ensuring collaboration across company’s entire suite of businesses, namely Wealth, Risk, Retirement and Health.▪ Development and coordination of joint strategy to serve multi-national corporations (inbound and outbound), including delivery of joint client work across all lines of business.▪ Develop and build consensus for strategic direction across company’s stakeholders, as well as identify and, where appropriate, lead large multi-national client relationships. Company’s Relationship:▪ Drive and evolve joint strategy and objectives with the partner across company’s suite of businesses.▪ Serve as an effective “bridge” or “conduit” between companies, ensuring that collaboration is efficient and effective for both parties.▪ Lead discussions and communicate clearly with senior stakeholders from partners side to obtain support for strategic direction.▪ Develop and adhere to clear “rules of the road” between both parties.▪ Coordinate delivery of joint client work across all lines of business.Multi-National Client Strategy:▪ Coordinate a joint strategy with client & partner to serve multi-national corporations (inbound and outbound) from South Africa and Pan-Africa.▪ Develop and articulate a value proposition for leveraging company’s combined strengths and expertise globally and within Africa.▪ Collaborate with relevant company’s colleagues and other colleagues as appropriate. Client Facing Role▪ Proactively reach out to potential targeted clients across Wealth, Health, Risk and Retirement.▪ Manage reporting and communication of pipeline and opportunities to both company’s stakeholders. Review business proposals and provide guidance.▪ Conduct client presentations.

Sandton

Key Responsibilities:▪ Retention Wealth Manager responsible for maintaining and growing my existing wealth management book and achieving individual sales targets for new business (AUM and revenue stream).▪ Responsible for collaborating with Private Bankers, Specialised Lenders and Fiduciary Consultants to identify clients that may benefit from our advisory services.▪ New and existing business growth includes all spectrums of the financial planning process including, but not limited to international and local investments, retirement products, stockbroking, fiduciary, specialised lending, and risk advice.▪ Areas of expertise include consulting, assisting, and advising appropriate solutions to high net worth and ultra-high net worth individuals, trusts, and their businesses to make informed decisions regarding their long-term wealth planning.▪ Advice structuring - Liaise with a paraplanner to develop and implement proposals that is client specific, i.e. introduce tax efficient investment structures, and addressing the clients’ investment objectives at the same time.▪ Propose and implement the above proposals to clients on acceptance. Identifying and managing the investment, risk and fiduciary needs of high-net-worth clients.▪ Identifying cross selling opportunities for the private bank to maximise profits and ROE (banking and lending opportunities).▪ Ensuring compliance with relevant legislation and specifically in terms of client expectations.▪ Quarterly investment reviews including providing written advice on various aspects of financial planning. - Meeting with clients and client entertainment.

Sandton

Key Responsibilities:▪ Acquiring new clients and building AUM book by achieving annual sales targets for the wealth management business of the private bank - Identifying and managing the investment, risk and fiduciary needs of high-net-worth clients.▪ Specialising in investments, local and offshore, and offering varied solutions depending on client circumstances, based on our asset/liability matching model.▪ Identifying cross selling opportunities for the private bank to maximise profits and ROE (banking and lending opportunities).▪ Ensuring compliance with relevant legislation and specifically in terms of client expectations.▪ Drafting, presenting and implementing investment proposals.▪ Quarterly investment reviews including providing written advice on various aspects of financial planning.▪ Meeting with clients and client entertainment.Portfolios included the following products:▪ Portfolio Management – segregated portfolios.▪ Structured notes (RMB Joint Venture Products).▪ Direct units trust – 3rd party funds included.▪ Multi manager funds – offshore focus.▪ BJM stock broking portfolios.▪ Retail treasury products – cash and fixed deposits.▪ Private equity opportunities.

South Africa

Key Responsibilities:▪ Team leader of high-net-worth team.▪ Build relationships - relationship based offering to private clients by providing highly personalised financial solutions on wealth and lending.▪ Co-coordinating role between lending, wealth and transactional areas.▪ Develop a marketing plan per client giving rise to wealth creation, wealth preservation, wealth enhancement, lending opportunities through in-depth knowledge of client’s balancesheet.▪ Execute the customer plan – implement wealth proposals and credit applications.Key focus areas:▪ Client profitability (50%) – growth of assets, liabilities, fees and margin Application of skillful knowledge (30%) product knowledge and understand risk areas.▪ Building relationships internally (CIB and global product houses) and externally (HNW clients) (5%).▪ Technical knowledge and skill (5%) – business acumen and market understanding.▪ Risk (10%) – assume overall accountability for products and services, conform to banks policies and procedures, identify problem accounts, client review and managing of limits.▪ Quarterly investment reviews including providing written advice based on assessment of client needs and risk profiles.Portfolios included the following products:▪ Asset management - local and offshore unit trusts, endowments, LISPs, preservation funds, life annuities, retirement annuities.▪ Equity advisory services / Melville Douglas – discretionary, non-discretionary and asset swap portfolios.▪ Retail treasury products – cash and fixed deposits.▪ Offshore products using foreign investment allowance – e.g. Allan Gray Investor Services, Standard Bank Jersey.▪ Third party products and structured products.

City Of Johannesburg, Gauteng, South Africa

Key Responsibilities:▪ Responsible for the negotiating and implementing new business contracts with administrators, brokers, and actuaries (working with lawyers on co-operation and administration agreements).▪ Assistance with quotes for brokers and strategy workshops with underwriting for new products and pricing.▪ Member of Finance Committee.▪ Member of Investment Committee – sourcing appropriate investment products for policyholder investments based on the investment mandates.▪ I am the authorised signatory on the investment accounts.▪ Member of Executive Committee – participate in weekly meetings relating to feedback on status of financial performance, expenses, sales, marketing, legal, compliance, HR, operations and IT.▪ Human Resources-Review and implementation of employee policy manuals, employee contracts and all employee related matters.▪ Staff training.▪ Recruitment/retention; - Liaison with employer’s organisation regarding labour related issues at CCMA; - Address various FAIS compliance issues.▪ Generate HR and productivity reports.

Johannesburg Metropolitan Area

Key Responsibilities:▪ Assistance with financial modelling and projections.▪ Generation of proposals, profile and concept documents for tender applications.▪ Assistance with PowerPoint presentations for clients.▪ Management and implementation of all project related contracts and legal documents with contractors and sub-contractors.▪ Sourcing of, and liaison with, risk mitigators for the arrangement of risk cover for projects – documentation for guarantees, ECIC and all forms of risk cover.▪ Sourcing of funding from financiers, donor agents, grant and development funding institutions (DFI’s).▪ Drafting finance application forms and terms sheets.▪ Sourcing of technical experts and suppliers for specific projects.▪ Co-ordination of all legal agreements for projects including drafting of heads of agreements and SLA’s with service providers.▪ Co-ordination and management of project documents including company registrations,shareholder’s agreements, trust deeds, service level agreements (SLA’s), company secretarial documents, project bank accounts, FICA for all project contractors and suppliers.▪ Application with banks for exchange control approval with the Reserve Bank for offshore suppliers and service providers.▪ Liaison with environmental departments for EIA approvals.▪ Management and control of internal company bank accounts, payroll and Human Resources.▪ Management of relationship with company auditors and accountants.▪ Finalisation of company logos for projects.

Johannesburg Metropolitan Area

Key Responsibilities:▪ Investment Portfolios.▪ Management of book of R800m comprising high net worth clients.▪ Servicing the client base with the full Private Client offering.▪ Building and maintaining relationships with clients.▪ Compiling and presenting investment proposals to clients.▪ Implementing, restructuring, and reviewing investment reports.▪ Quarterly investment reviews including providing written advice based on assessment of client needs and risk profiles.▪ Portfolios included, but were not limited to, the following products.▪ Asset Management - local and offshore Unit Trusts, endowments.▪ LISPs, Preservation Funds, Life Annuities, Retirement Annuities.▪ Investec Securities Limited -discretionary, non-discretionary and asset swap portfolios.▪ Retail Treasury products – cash and fixed deposits.▪ Offshore products using Foreign Investment Allowance – Investec.▪ Bank UK and Rensburg Sheppards.▪ Third Party products and structured products.▪ Dealing with client queries -daily verbal and written communication with clients.▪ Booking foreign exchange and gift allowances.▪ Credit card, instalment sale and bond queries.▪ Local and offshore house view, markets and reports.▪ Due diligence on fund managers and attendance of fund manager presentations, economic forums and legislative workshops.▪ Marketing and Events.▪ Networking with Investec Private Bank clients.▪ Sourcing leads from existing clients, Private Client, and International areas of the bank.▪ Marketing of Investec Products and Third-Party products to the existing base.▪ Responsible for all client entertainment and correspondence.▪ Co-ordination and implementation of all marketing and corporate events for existing and potential wealth management clients.▪ Co-ordination and implementation of educational and executive functions for clients.▪ Co-ordination and management of internal teambuilding events.▪ Creation and implementation of annual marketing budgets.

Postgraduate Diploma In Tax Law, Tax Law/Taxation

Postgraduate Diploma In Financial Planning Law

B Soc Sc, Economics

High School Diploma