Busisiwe Mjeza
@busisiwemjeza
I’m a results-driven financial planning professional focused on wealth management and tailored investment advice.
What I'm looking for
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
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.
Executive Financial Planner
Standard Bank Financial Consultancy & Liberty
Oct 2020 - Jan 2025 (4 years 3 months)
Developed and implemented comprehensive financial plans, providing investment, retirement, and risk advice. Conducted financial needs analyses and portfolio reviews while building and maintaining strong client relationships.
Education
Degrees, certifications, and relevant coursework
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
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
Advanced Diploma in Financial Markets, Financial Markets
2020 -
Completed an Advanced Diploma in Financial Markets at the University of Johannesburg in 2020.
Availability
Location
Authorized to work in
Job categories
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