Stuart Cochrane Email & Phone Number

Johannesburg, Gp, Za

City Of Johannesburg, Gauteng, South Africa

Centurion, Gauteng, South Africa

Meet with industry colleagues, particularly IFAs to provide insight into and discuss value add of Outvest solutions and fintech. Look to grow market awareness of Outvest.

South Africa

Johannesburg Area, South Africa

Champion the management of the investment and retirement portfolio for clients by effectively addressing the financial needs to ensure profitability, retain the client base, and optimise the client’s portfolio. Provide expert financial advisory services to ensure that clients make informed investment decisions while developing investment strategies tailored at maintaining long-term sustainability of the portfolio. Ensure the attainment of established revenue targets by executing plans tailored towards optimising revenue opportunities while constructing and maintaining mutually beneficial relationships with new and existing clients to retain old and acquire new clients with the potential to maximise the organisation’s profitability. Provide innovative and appropriate solutions to facilitate the delivery of exceptional service that exceeds client requirements and expectations while tracking and monitoring the financial performance of the portfolio to ensure that it yields the desired outcomes. Conduct market research to identify business opportunities and implement strategies aimed at increasing the institutions’ revenue while informing key stakeholders about progress and updates on markets and fund performance. Utilise FE Analytics as a reporting tool for investment funds and provide assistance with regards to portfolio construction.

Johannesburg Area, South Africa

Efficiently performed all administrative duties such as preparing investment reports and creating client invoices. Effectively managed and maintained ownership of investment and retirement portfolio and provided cutting-edge financial solutions by addressing client financial needs and requirements as well as recommending the most suitable retirement and investment plans. Developed relationships with new and existing clients by providing exceptional client service, personalised and dedicated support, as well as advice, and conducted research to identify ways to enhance client satisfaction levels and retain the organisation’s client base. Frequently evaluated the client’s investment portfolio to identify areas of improvement and implement optimised improvement plans aimed at ensuring the long-term sustainability of the portfolio while increasing the wealth of the organisation. Provided assistance to clients in terms of repurchasing and switching investment portfolios, conducted portfolio valuations, and prepared investment reports.

Coordinated all office activities inclusive of marketing and public relations and effectively managed operations ensuring efficiency and compliance with all company policies and procedures. Championed the provision of customer services by attending to client enquiries through phone calls while taking notes and directing lines to appropriate parties. Managed the organisation’s entire filing system and oversaw the creation and updating of records and other relevant information.

Spearheaded the development of promotion strategies and effectively trained promoters to maximise effectiveness and the successful promotion of assigned products. Developed and maintained comprehensive product knowledge and analysed the organisation’s operating environment to identify trends and implement plans aimed at ensuring that the brand outgrows major aligned competitor

Oversaw the smooth operation of the golf course by ensuring golfers adhere to the rules and regulations as well as ensuring proper maintenance of grounds. Delivered excellent services to club members and players attending to a variety of requests, queries and solving issues while collecting and verifying player receipts.

Managed all the organisation’s finances, office administration, and bookkeeping while accurately executing payments and maintaining payment records. Provided outstanding customer service to clients by efficiently attending to enquiries and ensuring effective communication between clients and staff. Efficiently scheduled as well as attended meeting and effectively compiled purchase orders and expense reports. Developed and implemented procedures that ensured adequate inventory management and effectively managed and participated in public relation as well as marketing activities.

Investment Management Certificate, Investments And Securities

Postgraduate Degree, Financial Planning

Bachelor Of Commerce In Finance

Matric