Aaliyah L.
Senior Wealth Management Analyst
Open to offersNew to PlatformAbout
Aaliyah C. is a seasoned HR Generalist and Senior Wealth Management Analyst with over 14 years of professional experience in human resources and more than 16 years in wealth management across financial services, wealth advisory, and HR operations. In her current part-time HR role at Jolly Rooster, she handles end-to-end talent acquisition, employee relations, compliance administration, and learning and development programs while fostering a compliant and positive workplace. Previously at FNB Wealth Advisory, Aaliyah supported and managed ultra-high-net-worth investment portfolios exceeding R8B, provided operational support, trained junior staff, and ensured strict regulatory compliance. Her background also includes instructional design, managing investment processes at Discovery Invest and Standard Bank, and coaching teams to improve service delivery and operational efficiency within the financial sector.
Experience
HR Generalist
Jolly Rooster · 2025 — PresentOversee job postings, screen resumes, conduct interviews, and liaise with hiring managers during the onboarding of new employees. Act as a resource for employee inquiries, conduct investigations, and work toward fostering a positive workplace culture. Identify training requirements, coordinate learning and development initiatives, and assist in employee career advancement. Ensure adherence to company policies, enforce labor laws, and maintain compliant records. Manage employee data and facilitate performance review processes.Senior Wealth Management Analyst
FNB Wealth Advisory · 2016 — 2024Managed an investment portfolio exceeding R8B for ultra-high-net-worth clients while providing operational support and coaching to junior employees. Collaborated with stakeholders to enhance operational processes and ensure compliance with regulations.Wealth Advisor Coach (PDP Assignment)
FNB Wealth Advisory · 2016 — 2016Developed and delivered training programs for Wealth Advisors, including curriculum design and creation of learning materials and assessment tools. Conducted gap analyses to align training with organizational business requirements.Technical Wealth Assistant
FNB Wealth Advisory · 2013 — 2016Oversaw office operations and managed investment reporting. Prepared necessary documentation related to local and international investments while supporting compliance tracking and processing of new business applications. Assisted in system testing with IT and provided training for new technical assistants.Call Centre Consultant
Discovery Invest · 2011 — 2012Provided assistance to clients and brokers regarding investment-related inquiries and documentation. Handled the processing of transfers, withdrawals, and new business applications while contributing to the training of new consultants.Call Centre Consultant
Standard Bank · 2009 — 2011Managed client banking inquiries through internet, mobile, and telephone channels. Assisted customers with account-related issues, debit orders, and payment processes while facilitating the training of new consultants.
Skills & Expertise
Education
- Matric (2005)West Ridge High School · 2005 — 2005
- B.Com in Human Resource ManagementMANCOSA
- Advanced Diploma in OD-ETDPCity & Guilds
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