Wayne Naidoo Email & Phone Number

With a BCom degree in Economics/Statistics and a RE 5 certification, I provide tailored financial solutions and advice to high-net-worth individuals in South Africa. I have over ten years of experience in the banking industry, with banking consisting of a multitude of sectors such as investments, portfolio management, client management, lending, financial affordability analysis, balance sheet analysis, advisory onshore and offshore with a multitude of product house engagements.I have developed strong skills in portfolio and client management, sales, analytical thinking, and strategic planning, as well as a deep understanding of the wealth and investment market and its regulatory environment. I am passionate about learning and developing new skills to remain on top of my game and abreast of anything new and achieving new heights and goals within the working industry. I have also completed a financial coaching course from the University of the Free State and a Microsoft Excel course from Koenig Solutions, to enhance my professional development and competence.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 9 others.