Vincent Minnaar

WORK HISTORY

EDUCATION

ABOUT VINCENT MINNAAR

With over 12 years of experience in the financial services industry, I am a Certified Financial Planner and a Wealth Manager where I provide holistic wealth management solutions to high-net-worth and ultra-high-net-worth clients with local and offshore assets. I have a passion for service and building long-standing relationships with my clients, based on trust, professionalism, and empathy. I analyze their financial objectives, prepare and interpret investment performance reports, and advise them on the best strategies for achieving their goals. I also collaborate with a team of experts in banking, fiduciary, portfolio management, and stockbroking to deliver comprehensive and customized financial solutions. In addition, I have been appointed as a Supervisor to Private Advisors, where I share my best practice tools and provide guidance on advising Private Wealth clients. I am always interested in learning new skills and expanding my interests in the financial services sector. I have completed several qualifications and certifications, including an Advanced Diploma in Estate & Trust Administration, a Post Graduate Diploma in Financial Planning, and an Advanced Certificate in Financial Markets and Instruments. I have also gained experience in providing long-term insurance, estate planning, retirement planning, and employee benefits advice to various clients and organizations. I enjoy following established and proven approaches, but I also keep an open mind to new or novel ideas. I pay attention to detail and take pride in delivering work that is of a high standard. I have a passion for sales and over-achieving targets, but I also like the strategic side of business and am interested in roles that provide both a sales and strategic elements.