Open to opportunities

Rosemary Ntema

@rosemaryntema

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Client-focused finance professional specializing in wealth consulting, accounting, and marketing leadership.

Zambia

Message

What I'm looking for

I seek client-focused roles in finance or wealth management where I can lead teams, deliver financial planning, and drive growth while continuing to develop technical accounting skills.

I am a Bachelor of Business Administration (Accounting & Finance) graduate with progressive experience across wealth consulting, marketing, administration, and customer-facing roles. I advise clients on investments, retirement and estate planning, lead teams to meet client and compliance goals, and have a proven record in developing marketing strategies and managing operations.

I bring strong Microsoft Office and accounting software skills (including QuickBooks), payroll and bookkeeping experience, and demonstrated strengths in client communication, team leadership, and process improvement. I am honest, hardworking, and driven to deliver measurable results and excellent client service.

Experience

Work history, roles, and key accomplishments

Current

Wealth Consultant & Team Leader

Current

Prudential Life Assurance

Jan 2025 - Present (1 year 2 months)

Advise clients on investments, retirement and estate planning while building long-term relationships; supervise and mentor a team to meet client goals and ensure regulatory compliance, improving productivity and service quality.

Financial Planning Client Advisory Team Leadership Regulatory Compliance Relationship Management Investment Strategies Communication Mentoring

Marketing Specialist

Liquidity Solutions

Mar 2022 - Oct 2024 (2 years 7 months)

Developed and implemented marketing strategies and campaigns, conducted market research and managed brand and product messaging to drive awareness and customer acquisition.

Marketing Strategy Digital Marketing Market Research Campaign Management Brand Management Content Creation Analytics Copywriting

Personal Assistant

Tuzini Farms

Aug 2019 - Nov 2021 (2 years 3 months)

Managed diaries, appointments and communications; prepared reports, coordinated meetings and publicity tasks, maintained databases and supervised junior staff to ensure smooth office operations.

Administrative Support Report Preparation Meeting Coordination Database Management Supervision Communication

Head of Marketing

Germster Travel and Tours

Apr 2017 - Feb 2019 (1 year 10 months)

Led client acquisition and promotional efforts, prepared reports and bids, attended client meetings and produced advertising materials to increase bookings and brand visibility.

Client Acquisition Marketing Strategy Report Writing Promotional Materials Stakeholder Engagement Advertising Sales Support

Receptionist

Zhong Wan Li

Oct 2015 - Nov 2016 (1 year 1 month)

Managed front-desk operations, supervised general workers and drivers, ensured office equipment functionality, handled calls and managed incoming company emails.

Front Desk Operations Office Management Staff Supervision Equipment Maintenance Customer Service Communication

Sales Assistant

Roy 3 Boutique

Jun 2011 - Aug 2015 (4 years 2 months)

Handled inventory and stock-taking, managed sales and bookkeeping, executed promotional advertising and identified customer requirements to support sales growth.

Inventory Management Sales Bookkeeping Promotion Retail Operations Advertising Reporting