Overview
Work History
Certification
Accomplishments
Summary
Education
Skills
Work Availability
Languages
Work Preference
Interests
Travelling, Cooking, Reading, Walking
Timeline
Generic
CATHERINE MUHINJA

CATHERINE MUHINJA

Financial Advisor
Nairobi,Nairobi

Overview

16
16
years of professional experience
5
5
years of post-secondary education

Work History

Financial Advisor

Britam Holdings PLC
01.2012 - Current
  • Providing tailored made financial solutions to individuals, families, retirees and institutions.

Sales and Marketing Representative

REALCOM LIMITED
10.2010 - 12.2011
  • Taking details of clients regarding the kind of property they are interested in
  • Advising them on the various properties in the market
  • Preparing lease agreements to clients who make payments
  • Meeting clients in the field mostly and delivering properties
  • Documentation of the leases
  • Acting as a link between the landlord and the tenant in the handing over of the property
  • Assist in receiving rent from tenants and banking it
  • Making follow ups on clients' queries on the various properties that we advertise and updating them on the latest ones.

Office Administrator

TIMELY STOCKS LIMITED
10.2010 - 03.2011
  • Receiving visitors appropriately and directing them accordingly
  • Receiving office phone calls regarding and assisting clients appropriately
  • Assisting clients in opening CDS accounts and advising them on the best stocks to purchase in line with their objectives, risks levels and investment periods
  • Following up on clients queries on their shares and updating them on the latest in the market
  • Recording all queries by phones or in person by using laid down procedures as a guide
  • Assisting in placing buy and sell orders and following up with the dealers on the execution of such orders
  • Posting of entries in the cashbook for timely preparation of accounts
  • Maintaining the petty cash system and administering the float
  • Recording in the petty cashbook all expenses on a daily basis and reconciling the balance in the petty cashbook at the end of the day.

Intern

INTERNATIONAL PLANNED PARENTHOOD FEDERATION (IPPF)
07.2008 - 08.2008
  • Indexed regional director's business cards using software called Pen Power Word
  • Created and updated a database for the capacity building innovative (learning center) using MS Access
  • Updated a database for restricted projects categorizing them according to donors for all country partners
  • Updated a database for donors funding IPPF categorizing them per country
  • Consolidated and updated contact details for country partners' heads of finance
  • Verified existence of restricted funding agreements for restricted projects in the files
  • Approved audit firms
  • Assisted the financial advisors management unit filling of documents.

Intern

CITY COUNCIL OF NAIROBI
06.2008 - 07.2008
  • Worked in the rates section of the treasurers' department under the chief accountant
  • Worked in the rates customer care service, raters clearance certificate and property rates records units.

Certification

  • [Area of certification] Training - [Timeframe]

Accomplishments

  • Collaborated with team of [Number] in the development of [Project name].
  • Achieved [Result] by completing [Task] with accuracy and efficiency.

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Conscientious [Job Title] with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Motivated [Job Title] with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Education

Bachelor of Arts - Development Economics

Makerere University
Uganda
2006.Aug - 2011.May

Skills

  • Sales Expertise
  • Managing Wealth
  • Financial Knowledge
  • Increasing Savings
  • High Net Worth Individuals Marketing
  • Retirement Needs

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages

English
Advanced (C1)

Work Preference

Work Type

Full Time

Work Location

On-Site

Important To Me

Company CultureWork-life balanceCareer advancementHealthcare benefitsTeam Building / Company RetreatsWork from home optionPersonal development programsPaid sick leavePaid time off401k match

Interests

Attending Networking events, Volunteer work, book clubs, team building and Travel

Travelling, Cooking, Reading, Walking

I Love travelling as exposes me to different cultures, perspectives and ideas. This has made me adaptable and open minded even in my work place.

Cooking is a passion which has taught me the importance of preparation, time management and patience. It has brought out the creativity in me.

Reading is a significant part of my life as it allows me to continously grow and learn. I enjoy inspiration books alot, self development and relaxation. books.

Walking is a way of clearing my mind, reflecting on life and staying healthy. I really interacting with nature and enjoying its beauty.

All these have added meaning in my life in matters of adaptability, Attention to detail, continuous learning,stress management and creativity.

Timeline

Financial Advisor

Britam Holdings PLC
01.2012 - Current

Sales and Marketing Representative

REALCOM LIMITED
10.2010 - 12.2011

Office Administrator

TIMELY STOCKS LIMITED
10.2010 - 03.2011

Intern

INTERNATIONAL PLANNED PARENTHOOD FEDERATION (IPPF)
07.2008 - 08.2008

Intern

CITY COUNCIL OF NAIROBI
06.2008 - 07.2008

Bachelor of Arts - Development Economics

Makerere University
2006.Aug - 2011.May

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