Vincent Minnaar Cfp®
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Vincent Minnaar Cfp® Email & Phone Number

Sales Business Manager at Axyon AI
Location: Modena, Emilia-Romagna, Italy 8 work roles 6 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Axyon AI
Role
Sales Business Manager
Location
Modena, Emilia-Romagna, Italy
Company size
48 employees

Who is Vincent Minnaar Cfp®? Overview

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Quick answer

Vincent Minnaar Cfp® is listed as Sales Business Manager at Axyon AI, a company 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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Axyon AI

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Profile bio

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.

Current workplace

Vincent Minnaar Cfp®'s current company

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Axyon AI
Axyon Ai
Sales Business Manager
Modena, IT
Website
axyon.ai
Employees
48
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8 roles

Vincent Minnaar Cfp® work experience

A career timeline built from the work history available for this profile.

Sales Business Manager

Axyon Ai

Modena, IT

Sales Coordinator

Current
Axyon Ai

Modena, Emilia-Romagna, Italy

Sep 2024 - Present

Account Manager

Axyon Ai

Modena, Emilia-Romagna, Italy

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.

Mar 2024 - Oct 2024

Wealth Manager

First National Bank - Private Wealth

South Africa

  • 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.
Jun 2019 - Jun 2023

Certified Financial Planner

First National Bank - Private Clients

Gauteng

  • 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.
Jul 2018 - Jun 2019

Wealth Manager

Eoh Advisory Services

Johannesburg Area, South Africa

  • 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.
Jan 2016 - Jun 2018

Wealth Manager

Hereford Group

Johannesburg Area, South Africa

  • 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.
Sep 2010 - Jan 2016
Team & coworkers

Colleagues at Axyon AI

Other employees you can reach at axyon.ai. View company contacts for 48 employees →

AB Andrea Bisi Andrea Bisi Colleague at Axyon AiSoliera, Emilia-Romagna, Italy, Italy View → RL Roberto Landi Roberto Landi Colleague at Axyon AiSassuolo, Emilia-Romagna, Italy, Italy View → AM Alessandro Moise Alessandro Moise Colleague at Axyon AiMilan, Lombardy, Italy, Italy View → MB Massimo Bortolesi Massimo Bortolesi Colleague at Axyon AiReggio Emilia, Emilia-Romagna, Italy, Italy View → VN Vittorio Nutricato Vittorio Nutricato Colleague at Axyon AiModena, Emilia-Romagna, Italy, Italy View → RF Riccardo Folloni Riccardo Folloni Colleague at Axyon AiReggiolo, Emilia-Romagna, Italy, Italy View → GD Giovanni Davoli Giovanni Davoli Colleague at Axyon AiModena, Emilia-Romagna, Italy, Italy View → TG Tommaso Grandi Tommaso Grandi Colleague at Axyon AiBrescia, Lombardy, Italy, Italy View → GV Giovanni Vignocchi Giovanni Vignocchi Colleague at Axyon AiModena, Emilia-Romagna, Italy, Italy View → NG Nick Greenland Nick Greenland Colleague at Axyon AiGreater London, England, United Kingdom, United Kingdom View →
6 education records

Vincent Minnaar Cfp® education

Advanced Certificate In Financial Markets And Instruments (Investment Specialisation), Investments And Securities, Nqf 6

Academy Of Financial Markets & Instruments

National Certificate In Wealth Management, Wealth Management, Nqf 5

Psg Wealth Planning

Matric

Marian College Linmeyer

Education record

Crawford College Benmore
FAQ

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 Andrea Bisi, Roberto Landi, Alessandro Moise, Massimo Bortolesi, and Vittorio Nutricato.

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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