Cornelia Pienaar
Naas,Co Kildare
Summary
WELL-POSITIONED to put existing knowledge and work experience to work to grow business, serve clients and preserve trusting relationships. Proactive with excellent communication and problem solving skills. Goal orientated individual, seeking to gain work experience as a trainee accountant.
· 2 Years' experience as personal sales & SME advisor, AIB, Ireland
· 7 Years' experience in the financial advisory sector in South Africa
· Currently enrolled in Chartered Accountants Ireland Programme
· QFA qualification, IOB, Ireland
· Postgraduate Diploma in Financial Planning, University of the Free State, South Africa
· BSc degree, University of Stellenbosch, South Africa
Overview
23
23
years of professional experience
6
6
years of post-secondary education
Work history
Junior Relationship Manager, SME
AIB
Naas, Co Kildare
2024.03 - Current
- Established strong client relationships by providing exceptional customer service.
- Delivered tailored solutions creating positive client experiences.
- Delivers business objectives by exceeding sales targets, actively cross selling always with a customer first approach.
- Build partnerships and work collaboratively with the Centre of Excellence Team to meet shared objectives.
- Provided expert guidance on financial products and services, enhancing client understanding.
- Utilised SME credit and lending experience to meet and exceed customer needs effectively.
- Maintained up-to-date knowledge of legislation and policy changes.
Sales advisor
AIB
Naas, Co Kildare
2022.06 - 2024.02
- Delivered excellent customer service by addressing and resolving queries.
- Participated in team meetings contributing valuable ideas for sales improvement.
- Attended training sessions regularly to keep abreast legislation and regulatory changes.
- Cross-selling suitable products to achieve targets, always with customer first approach.
- Highlighted product features and benefits in line with customer needs.
- Used active listening and relationship-building skills to assess customer needs, build rapport and deliver viable solutions.
Financial advisor
Sanlam
Pretoria, Gauteng
2013.05 - 2020.03
- Enhanced client relations by providing expert financial advice.
- Developed tailored financial solutions for risk, retirement & investments to meet individual needs.
- Advised on wealth management strategies for long-term growth.
- Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
- Leveraged and grew client bank by generating referrals and developing network.
- Built and carefully managed loyal, profitable client base.
- Supported clients in setting clear financial goals with plans to achieve them.
- Maintained up-to-date knowledge of legislation and policy changes.
- Translated financial jargon for complete client understanding.
Real estate agent
Engel & Volkers
Pretoria, Gauteng
2011.11 - 2013.04
- Negotiated successful property deals by building strong relationships with clients.
- Facilitated open house viewings for potential buyers to engage interest.
- Delivered exceptional customer service, resulting in repeat business and referrals.
Executive Assistant
AECOM
Pretoria, Gauteng
2007.01 - 2011.10
- Supported Senior Executives, provided efficient, effective backbone of office and administrative support within Fortune 500, 51,000 employee construction company.
- Processed highly confidential information, managed diaries, drafted agendas and minutes of executive meetings, and coordinated special research projects.
- Conducted detailed market research for enhancement of business strategies.
Personal assistant
University of Pretoria
Pretoria, Gauteng
2002.01 - 2007.12
- Streamlined administrative processes to improve office efficiency.
- Maintained confidentiality of documents, ensured secure handling of sensitive information.
- Took minutes during meetings with accuracy and precision, facilitated follow-up actions efficiently.
Education
Qualified Financial Advisor - Financial Advice
IOB
Ireland 2022.09 - 2023.03
Post Graduate Diploma - Financial Planning
University of the Free State
South Africa 2018.01 - 2019.01
National Certificate - Wealth Management
INSETA
South Africa 2015.01 - 2016.02
Bachelor of Science - Genetics & Biochemistry
University of Stellenbosch
South Africa 1995.01 - 1998.12
Skills
- Client relationship management
- Business development
- Portfolio management
- Regulatory compliance
- Retirement planning
- Estate planning
- Financial planning
- Active listening
- Critical thinking
Timeline
Junior Relationship Manager, SME
AIB
2024.03 - Current
Qualified Financial Advisor - Financial Advice
IOB
2022.09 - 2023.03
Sales advisor
AIB
2022.06 - 2024.02
Post Graduate Diploma - Financial Planning
University of the Free State
2018.01 - 2019.01
National Certificate - Wealth Management
INSETA
2015.01 - 2016.02
Financial advisor
Sanlam
2013.05 - 2020.03
Real estate agent
Engel & Volkers
2011.11 - 2013.04
Executive Assistant
AECOM
2007.01 - 2011.10
Personal assistant
University of Pretoria
2002.01 - 2007.12
Bachelor of Science - Genetics & Biochemistry
University of Stellenbosch
1995.01 - 1998.12