Minah M.
Senior Financial Advisor
Open to offersNew to PlatformAbout
Minah M. is a seasoned professional with 14 years of corporate experience specializing as a financial advisor in the banking and wealth management sectors, and more recently as a candidate property practitioner in real estate. At Standard Bank Group and Old Mutual Private Wealth Management, she provided holistic financial planning and tailored advice to affluent and high net worth markets, achieving up to 100% client retention and satisfaction rates through personalized solutions in estate planning, fiduciary services, and structured finance. Transitioning into real estate with Engel & Völkers and Remax One, Minah M. conducted lead generation, property sales, and market evaluations while managing critical office administration responsibilities. Her educational credentials include a BSc in Information Systems & Operation Research, a Diploma in Datametrics, and certifications in wealth management and regulatory compliance, demonstrating advanced proficiency in client engagement and cross-industry administrative support.
Experience
candidate property practitioner
Remax One · 2024 — 2025Performed day-to-day canvassing and engaged in cold calling for lead generation and client base development; arranged house viewings and facilitated property sales; handled administrative duties and executed property market evaluations to ensure clients received accurate information.candidate property practitioner
Engel & Völkers · 2023 — 2024Generated leads and expanded the client base through canvassing and cold calling; coordinated and conducted house viewings to support property sales; managed administrative processes and completed property market evaluations for clients.Senior Financial Advisor
Standard Bank Personal and Business Banking · 2016 — 2018Provided holistic financial planning to business and personal markets in partnership with business managers, fiduciary specialists, and offshore specialists; delivered intermediary financial services tailored for the affluent market and supported ongoing client engagement; encouraged long-term client relationships by integrating comprehensive financial solutions.Planner
Old Mutual Private Wealth Management · 2015 — 2016Supplied tailored financial advice to high net worth clients, offering estate planning, fiduciary services, stock broking, and structured finance; provided intermediary services for the affluent market; worked closely with specialists to deliver comprehensive financial solutions.Senior financial planner
Standard Bank Group · 2007 — 2015Delivered comprehensive financial advice and tailored recommendations to address client needs and investment objectives; presented investment workshops for the affinity market to facilitate client engagement; identified suitable investment plans and provided guidance to clients.Receptionist and document clerk
VAF Standard Bank · 2004 — 2007Maintained daily office operations while providing customer service and ensuring high client satisfaction; performed clerical tasks, managed confidential financial contracts, and oversaw the reception area in accordance with industry standards.
Skills & Expertise
Education
- MatriculatedProvidence Academy
- Diploma in DatametricsUNISA
- BSc in Information Systems & Operation ResearchUNISA
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