Gareth Smith Email & Phone Number

Cape Town Area, South Africa

• Liaising closely with individuals, businesses and corporates to provide excellent financial planning and wealth management advice and solutions• Managing more than five hundred client investment portfolios• Building strong working relationships and effective communication channels with clients• Assisting businesses with set up advice and management of corporate benefits such as pensions, as well as business assurance requirements• Assisting clients to plan and fund retirement using a range of products and strategies• Educating clients on various financial matters, providing professional recommendations based on individual analysis• Performing detailed client risk analysis and management

South Africa

Performing all or some of the following duties in all roles with increasing levels of responsibility:• Overseeing daily operations with meticulous attention to detail including establishing and launching two new branches• Developing corporate health and wellness systems designed to improve staff morale, health and productivity• Supervising, coaching, training, motivating and mentoring personnel, setting clear goals and expectations, providing relevant feedback and discipline as required• Establishing, implementing and overseeing effective systems, processes and controls as well as developing a sub unit within the business called Academy Corporate Services• Delivering exemplary sales, administrative, marketing and financial support including managing budgets• Customer service and liaison, building strong working relationships and effective communication channels with key stakeholders, resolving complaints and enquiries• Producing various reports, presentations, analyses, correspondence and other documentation • Pursuing and developing new revenue streams leveraging off existing infrastructure, network and industry knowledge• Performing as a strong leader of a cohesive team with strict enforcement of health, safety and statutory regulations, quality standards, governance processes and compliance requirements