Naethisha Naidoo
@naethishanaidoo
I build trusted client relationships through high-touch service, organized operations, and proactive portfolio support.
South AfricaWhat I'm looking for
At Warwick Wealth, I partner with the KZN Regional Manager to deliver premium, high-touch service to high-net-worth individuals. I manage a portfolio of 450+ private wealth clients, building long-term trust through proactive, client-centric engagement.
I conduct 80+ strategic relationship-management calls each month to deepen relationships, support retention, and organically grow Assets Under Management. I also oversee CRM tracking, daily reconciliations, compliance reviews, central office administration, and training for internal and advisory teams.
My experience also includes financial advisory at Liberty Life, where I completed intensive financial advisory, compliance, and Treating Customers Fairly training. At Tescon Financial Services, I supported client onboarding, meeting coordination, task management, and ongoing compliance administration.
I enjoy bringing order to fast-paced environments while combining analytical problem-solving with creativity and genuine human connection. I’m completing a Diploma in Marketing Management and hold a Level 5 TEFL certification.
Experience
Work history, roles, and key accomplishments
Client Relationship Officer
Warwick Wealth
Jan 2024 - Dec 2026 (2 years 11 months)
Partnered with the KZN Regional Manager to execute provincial operations and deliver a premium, high-touch service experience to high-net-worth individuals. Cultivated long-term trust and goodwill across a substantial portfolio of 450+ private wealth clients, utilizing a proactive client-centric approach.
Education
Degrees, certifications, and relevant coursework
University of South Africa
Diploma in Marketing Management, Marketing Management
Pursuing a Diploma in Marketing Management to deepen expertise in communication and client engagement.
TEFL Academy
Level 5 TEFL Diploma, TEFL
Completed a Level 5 TEFL Diploma, enhancing skills in communication and education.
Southlands Secondary School
NSC Certificate, General Education
Completed NSC Certificate, providing a strong foundation for further studies.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
Skills
Interested in hiring Naethisha?
You can contact Naethisha and 90k+ other talented remote workers on Himalayas.
Message NaethishaGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
