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Willem D.

Financial Planner

  • Hourly rate: R100 /hr
  • Experience: 16 Years

About Willem

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Financial Advisor - Liberty and Standard Bank in both sales and retentions over the last 10 years. Investment Specialist - Competing against competitor products for customer retention and acquisition Management – Management of multiple teams and team leads to align and execute on the needs of the business while implementing change to drive growth and customer service. Product Owner - Successfully delivered a product using Agile way of working and continued to build a department with the ability to implement learnings from the product. Done from vision to implantation and final increase in earnings. Strong record – Highest sales in one year (Karaglen branch – SBFC). Received the highest possible performance rating available for 4 years running in any given position at Liberty. These positions were FA, Investment Specialist, Team Lead and Product Owner and Manager. Accomplishments - Multiple awards for innovation, record breaking performances as Team Lead and Product Owner of one of the earliest and most successful projects delivered in d-Hub a division of Liberty at the time

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