Vincent Minnaar Cfp® Email & Phone Number
Who is Vincent Minnaar Cfp®? Overview
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Vincent Minnaar Cfp® is listed as Sales Business Manager at Axyon AI, a with 48 employees, based in Modena, Emilia-Romagna, Italy. AeroLeads shows a matched LinkedIn profile for Vincent Minnaar Cfp®.
Vincent Minnaar Cfp® previously worked as Sales Coordinator at Axyon Ai and Account Manager at Axyon Ai. Vincent Minnaar Cfp® holds Advanced Diploma In Estate & Trust Administration, Financial Planning Law - Estate & Trust Administration from University Of The Free State.
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About Vincent Minnaar Cfp®
With over 12 years of experience in the financial services industry, I am a Certified Financial Planner and a Wealth Manager where I provide holistic wealth management solutions to high-net-worth and ultra-high-net-worth clients with local and offshore assets. I have a passion for service and building long-standing relationships with my clients, based on trust, professionalism, and empathy. I analyze their financial objectives, prepare and interpret investment performance reports, and advise them on the best strategies for achieving their goals. I also collaborate with a team of experts in banking, fiduciary, portfolio management, and stockbroking to deliver comprehensive and customized financial solutions. In addition, I have been appointed as a Supervisor to Private Advisors, where I share my best practice tools and provide guidance on advising Private Wealth clients. I am always interested in learning new skills and expanding my interests in the financial services sector. I have completed several qualifications and certifications, including an Advanced Diploma in Estate & Trust Administration, a Post Graduate Diploma in Financial Planning, and an Advanced Certificate in Financial Markets and Instruments. I have also gained experience in providing long-term insurance, estate planning, retirement planning, and employee benefits advice to various clients and organizations. I enjoy following established and proven approaches, but I also keep an open mind to new or novel ideas. I pay attention to detail and take pride in delivering work that is of a high standard. I have a passion for sales and over-achieving targets, but I also like the strategic side of business and am interested in roles that provide both a sales and strategic elements.
Vincent Minnaar Cfp®'s current company
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Vincent Minnaar Cfp® work experience
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Sales Coordinator
Account Manager
Founded in 2016, our company is backed by investors such as ING Bank, UniCredit Bank and CDP Venture Capital.Axyon AI is a fintech company on a mission to bring asset managers to the future with superior and accurate AI and deep learning predictive solutions. Our fully automated Machine Learning platform helps asset managers diversify alpha and generate winning investment strategies by uncovering alpha opportunities with AI.We build absolute return investment strategies by predicting the future ranking of financial securities at a specific target horizon. In other words, given an investable universe, on each market day, our AI models make a cross-sectional forecast of the future ranking of assets in terms of their relative return, highlighting the expected top and bottom performers and building long-only or long-short strategies.Our particular mathematical formulation of the ranking problem allows us to forecast the expected percentile rank of each asset compared to the investable universe and the probability that one will outperform the other.Accurate relative predictions are made possible by leveraging supervised learning techniques and evaluation metrics borrowed from Deep Learning and Information Retrieval and by training our models on millions of historical data points, with particular attention to problems typically encountered in the financial realm, such as poor signal-to-noise ratio, training (and test) set overfitting, information leakage, and biases of different kinds.
Wealth Manager
• Specialist in holistic wealth management to HNW & UHNW clients within FNB Private Wealth with both local and offshore assets. • Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Prepare or interpret, for clients, information such as investment performance reports, financial document summaries, or income projections.• Collaborations with Private Wealth Bankers, Fiduciary Specialists, Portfolio Managers and Stockbrokers.• Appointed as a Supervisor to Private Advisors to pass on best practice tools and provide guidance on advising Private Wealth clients.
Certified Financial Planner
• Providing holistic financial planning to the Private Clients base within FNB Private Clients.• Long Term Insurance advice to ensure clients are sufficiently covered.• Local and offshore investment planning and structuring.• Advise on Estate Planning and the capturing of Will applications.• Up-skill bankers regarding financial planning and where to find opportunities within their client base.
Wealth Manager
• Providing investment advice to individuals pertaining to their compulsory and discretionary funds via various asset management platforms and structures. • Long Term Insurance advice.• Running the monthly induction days for new employees and providing advice on Group Risk and Retirement Fund benefits.• Running wellness days.• Involved in the finalisation of a joint venture with a short-term insurance provider.
Wealth Manager
• Providing holistic financial planning with more of a focus on investment advisory from 2013 onwards.• Long Term Insurance solutions were provided via Liberty Life as we were a Liberty Life Franchise.• Mentored new academy recruits to ensure personal development and business targets where achieved. • Analyse information gathered and determined strategies for clients to achieve stated objectives.• Actively manage client relationships to ensure planning is always in line with objectives set.• Complete annual / ad hoc reviews of planning.
General Manager
Colleagues at Axyon AI
Other employees you can reach at axyon.ai. View company contacts for 48 employees →
Vittorio Nutricato
Colleague at Axyon AiModena, Emilia-Romagna, Italy
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RF
Riccardo Folloni
Colleague at Axyon AiReggiolo, Emilia-Romagna, Italy
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PC
Piero Costa
Colleague at Axyon AiBologna, Emilia-Romagna, Italy
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AZ
Alberto Zurli
Colleague at Axyon AiReggio Nell'Emilia, Emilia-Romagna, Italy
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MB
Massimo Bortolesi
Colleague at Axyon AiReggio Emilia, Emilia-Romagna, Italy
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AB
Andrea Bisi
Colleague at Axyon AiSoliera, Emilia-Romagna, Italy
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JC
Jacopo Covelli
Colleague at Axyon AiGreater Brescia Metropolitan Area, Italy
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GD
Giovanni Davoli
Colleague at Axyon AiModena, Emilia-Romagna, Italy
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MM
Massimo Mendola
Colleague at Axyon AiMilan, Lombardy, Italy
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GV
Giovanni Vignocchi
Colleague at Axyon AiModena, Emilia-Romagna, Italy
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Vincent Minnaar Cfp® education
Advanced Diploma In Estate & Trust Administration, Financial Planning Law - Estate & Trust Administration
Post Graduate Diploma In Financial Planning (Nqf 8), Financial Planning And Services
Advanced Certificate In Financial Markets And Instruments (Investment Specialisation), Investments And Securities, Nqf 6
National Certificate In Wealth Management, Wealth Management, Nqf 5
Matric
Education record
Frequently asked questions about Vincent Minnaar Cfp®
Quick answers generated from the profile data available on this page.
What company does Vincent Minnaar Cfp® work for?
Vincent Minnaar Cfp® works for Axyon AI.
What is Vincent Minnaar Cfp®'s role at Axyon AI?
Vincent Minnaar Cfp® is listed as Sales Business Manager at Axyon AI.
Where is Vincent Minnaar Cfp® based?
Vincent Minnaar Cfp® is based in Modena, Emilia-Romagna, Italy while working with Axyon AI.
What companies has Vincent Minnaar Cfp® worked for?
Vincent Minnaar Cfp® has worked for Axyon Ai, First National Bank - Private Wealth, First National Bank - Private Clients, Eoh Advisory Services, and Hereford Group.
Who are Vincent Minnaar Cfp®'s colleagues at Axyon AI?
Vincent Minnaar Cfp®'s colleagues at Axyon AI include Vittorio Nutricato, Riccardo Folloni, Piero Costa, Alberto Zurli, and Massimo Bortolesi.
How can I contact Vincent Minnaar Cfp®?
You can use AeroLeads to view verified contact signals for Vincent Minnaar Cfp® at Axyon AI, including work email, phone, and LinkedIn data when available.
What schools did Vincent Minnaar Cfp® attend?
Vincent Minnaar Cfp® holds Advanced Diploma In Estate & Trust Administration, Financial Planning Law - Estate & Trust Administration from University Of The Free State.
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