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Busisiwe Mjeza

@busisiwemjeza

I’m a results-driven financial planning professional focused on wealth management and tailored investment advice.

South Africa
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What I'm looking for

I’m looking for a role where I can deliver tailored wealth and investment advice, deepen long-term client trust, and drive portfolio growth—supported by strong compliance standards and a collaborative, client-first culture.

I’m a results-driven financial planning professional with strong expertise in wealth management, investment advisory, and client relationship management. I focus on delivering tailored financial solutions that build long-term client trust and drive sustainable portfolio growth.

In my current role as a Private Client Advisor, I provide holistic financial advice across investments, insurance, and estate planning. I manage and grow relationships with high-net-worth clients through thoughtful guidance, data-backed analysis, and proactive portfolio reviews.

Previously, I worked as a Financial Planner at Standard Bank Financial Consultancy & Liberty, where I developed and implemented comprehensive financial plans. I delivered investment, retirement, and risk advice; conducted financial needs analyses; and built and maintained strong client relationships.

I bring strong analytical, interpersonal, and communication skills, and I take compliance seriously to ensure recommendations align with regulations and policies. I’m also excited by opportunities to identify cross-selling opportunities across banking products while keeping the client’s goals at the center of every decision.

Experience

Work history, roles, and key accomplishments

First National Bank (FNB) logoFF
Current

Private Client Advisor

Feb 2025 - Present (1 year 4 months)

Provided holistic financial advice across investments, insurance, and estate planning. Managed and grew relationships with high-net-worth clients, performing financial analysis to recommend tailored solutions while identifying cross-selling opportunities and ensuring regulatory compliance.

Education

Degrees, certifications, and relevant coursework

University of KwaZulu-Natal logoUK

University of KwaZulu-Natal

Postgraduate Diploma in Financial Planning, Financial Planning

2022 - 2023

Completed a Postgraduate Diploma in Financial Planning at the University of KwaZulu-Natal from 2022 to 2023.

University of Johannesburg logoUJ

University of Johannesburg

Bachelor of Commerce in Finance, Finance

2016 - 2019

Completed a BCom in Finance at the University of Johannesburg from 2016 to 2019.

University of Johannesburg logoUJ

University of Johannesburg

Advanced Diploma in Financial Markets, Financial Markets

2020 -

Completed an Advanced Diploma in Financial Markets at the University of Johannesburg in 2020.

Tech stack

Software and tools used professionally

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