Jarryd Roup

Coordinated daily programming and operational logistics for a large seasonal camp, working cross-functionally under tight timelines. Provided hands-on operational support in a fast-paced environment serving 700+ campers and staff.

Promoted from Relationship Manager in recognition of consistent portfolio performance and client retention. Led and supported a team of Relationship Managers, acting as an escalation point for complex client queries and conducting branch oversight and performance reviews.

Served as primary liaison for a portfolio of 300+ clients, delivering personalised investment guidance throughout the trading process. Managed a monthly average trading volume of R100 million+, developing strategic trading plans to maximise client outcomes and guiding clients through onboarding and compliance processes.

Led and coordinated a team of 30 counsellors in a high-responsibility, people-focused environment. Managed daily operations and handled administrative and disciplinary matters.

Managed travel logistics for 400+ campers, ensuring smooth and timely coordination. Acted as primary point of contact for parents, addressing concerns clearly and professionally.

Completed Class of Business 5: Short and Long-Term Deposits certification.

Completed the RE5 Regulatory Examination for Representatives, covering all categories of FSPs.

Completed Class of Business 7: Investments certification.

Bachelor of Commerce in Management Studies, specialising in Finance and Accounting.

Graduated with distinction in Accounting, Economics, Business Studies, and Life Orientation.