Panashe Malahleka - Wealth Administrator - Investec Wealth & Investment | Himalayas
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Panashe Malahleka

@panashemalahleka

1st class BSc Accounting and Finance Graduate with wealth management experience.

Zimbabwe

What I'm looking for

I am looking for a role that offers growth opportunities in investment and financial planning.

I am a dedicated and results-driven BSc Accounting and Finance graduate with a first-class degree from the University of Salford. With over four years of experience in the financial services industry, I have developed a strong foundation in wealth management, client services, and financial planning. My professional journey has equipped me with extensive knowledge in areas such as pensions, estate planning, and portfolio management, enabling me to provide exceptional support to financial planners and investment managers.

In my most recent role as a Wealth Administrator at Investec Wealth & Investment, I successfully managed various responsibilities, including producing annual reports, ensuring compliance documentation, and maintaining client data. My previous experience at AJ Bell further honed my skills in client services and stockbroking, where I played a vital role in onboarding new customers and maintaining strong relationships with partners. I am now seeking a remote entry/junior investment role to further develop my skills and gain global insights in the financial sector.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

University of Salford logoUS

University of Salford

Bachelor of Science, Accounting & Finance

2017 - 2021

Grade: 1st Class

Activities and societies: Participated in Salford University Rugby League and Toastmasters Society.

Graduated with a BSc in Accounting and Finance with professional experience. Achieved a first-class degree and gained extensive knowledge in wealth management and financial services through various roles.

PC

Peterhouse Boys College

A-Levels, Business Studies

2015 - 2016

Activities and societies: Served as House Prefect and Treasurer of the interact society.

Completed A-Levels with grades A*-C in Accounting, Mathematics, and Business Studies.

PS

Peterhouse Boys High School

GCSEs, General Education

2011 - 2014

Activities and societies: Participated in various school activities.

Achieved GCSEs with grades A*-C including Maths, English, Chemistry, Physics, and Biology.

Tech stack

Software and tools used professionally

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