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Fezile Nohashe

@fezilenohashe

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Senior investment consultant dedicated to client success and financial integrity.

South Africa

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What I'm looking for

I seek a role that values integrity and offers opportunities for professional growth.

I am a seasoned investment professional with a strong commitment to integrity and client service. Over the past six years, I have excelled as a Senior Investment Consultant at Allan Gray, where I provided crucial information to clients and Independent Financial Advisers (IFAs) regarding Unit Trusts. My role involved not only consulting on financial goals but also resolving queries and ensuring a seamless experience for all stakeholders.

In my tenure, I developed a Broker Journal Calculator that streamlined the calculation of IFA fees for Unit Transfers and switches, significantly enhancing operational efficiency. I take pride in my ability to coach and mentor new team members, fostering a collaborative environment that promotes growth and development. My analytical skills have enabled me to run business reports that provide valuable insights, contributing to the overall performance of the department.

Experience

Work history, roles, and key accomplishments

Senior Investment Consultant

Allan Gray

Nov 2018 - Jul 2024 (5 years 8 months)

Provided information to clients and Independent Financial Advisers (IFAs) regarding Allan Gray Unit Trusts, enabling informed decisions on fund selection. Resolved client and IFA queries, logging them on the CRM, and ran business reports to provide management with insights for departmental performance improvement.

Financial Advisory CRM Business Reporting Data Analysis Mentoring Microsoft Excel Microsoft Word Microsoft PowerPoint

Education

Degrees, certifications, and relevant coursework

University of Cape Town

Certificate, Business Systems Analysis

Completed a Certificate in Business Systems Analysis, gaining foundational knowledge in system analysis and design. Focused on understanding business processes and translating them into system requirements.

University of Johannesburg

Bcom Honours, Strategic Management

Achieved a Bcom Honours in Strategic Management, with majors in Strategic Management, Business Performance Management, Operations Management, and Research Project. Developed advanced skills in strategic planning and business analysis.

University of Johannesburg

Bcom, Human Resource Management

Obtained a Bcom in Human Resource Management, specializing in Human Resource Management, Industrial Psychology, and Business Management. Gained comprehensive knowledge in managing human capital and organizational behavior.