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.

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.

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..

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.

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.

Investment Management Certificate, Investments And Securities

Postgraduate Degree, Financial Planning

Bachelor Of Commerce In Finance

Matric