Financial Planner@ Alexforbes
City of Johannesburg, Gauteng, South Africa
Koketso Mokate
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Moonstone Business School of Excellence
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FlashIntel GPT
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FlashIntel GPTKoketso Mokate is an experienced Junior Planner with 17.2 years of work experience in the financial services industry. He is skilled in back office operations, investments, asset management, and derivatives. Koketso has a Bachelor of Commerce degree in Finance and Financial Management Services from the University of South Africa/Universiteit van Suid-Afrika. He has worked at Alexforbes as a Financial Planner and Junior Financial Planner, as well as at Alexander Forbes as a Junior Financial Planner. He also has experience as a Financial Advisor Assistant and Technical Specialist at Investec Asset Management.
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About
Experienced Junior Planner with a demonstrated history of working in the financial services industry. Skilled in Middle Office, Back Office Operations, Investments, Asset Management, and Derivatives. Strong finance professional with a Bachelor of Commerce (BCom) focused in Finance and Financial Management Services from University of South Africa/Universiteit van Suid-Afrika.
Work Experience
Financial Planner
Financial Planner
Financial Advisor Assistant
Financial Services
Koketso Mokate's Professional Milestones
- Technical Specialist (2009-06-01~2013-07-01): Delivering high-quality software solutions to enhance data analysis and improve business operations.
- Investment Consultant (2006-07-01~2007-05-01): Conducted thorough research and analysis to deliver unbiased investment advice, providing expert advice for successful business decision-making.
Education
Financial Planning And Services
2022-2023Skill
Back Office
Middle Office
Derivatives
Asset Management
Investments
Certification
Colleagues
Joy kyula
founder righton solutions
Carl van der Berg
wealth manager at alexforbes and director and owner of retireability co za
Yuvern Dokie
institutional investment product owner at alexforbes
Metse Machaba
founder at qikerrands online store | business analyst at alex forbes
Humbulani Ndou
founder director at rea pele logistics
Other Named Koketso Mokate
Frequently asked questions
We found 2 Koketso Mokate's email addresses
We found 1 Koketso Mokate's phone numbers
Koketso Mokate works for Alexforbes
Koketso Mokate's role in Alexforbes is Financial Planner
Koketso Mokate works in the industry of Financial Services
Koketso Mokate's colleagues are Joy kyula,Carl van der Berg,Yuvern Dokie
Koketso Mokate's latest job experience is Financial Planner at Alexforbes
Koketso Mokate's latest education in Moonstone Business School of Excellence
