Sonja Steyn Email
Head Of Wealth Management Strategy, Private Wealth and Business Management @ Momentum Consult (Pty) Ltd
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Sonja Steyn Location
- South Africa
Sonja Steyn Work
- 2018 -now Head Of Wealth Management Strategy, Private Wealth and Business Management @ Consult
- 2017 -2018 Head Of Wealth Management (high-net-worth clients) @
- 2010 -2017 Area Manager @ Old Mutual Private Wealth Management
- 2009 -2009 Area Manager @ Old Mutual Personal Financial Advise
- 2005 -2008 Regional Marketing Manager @ Old Mutual Personal Financial Advise
- 2001 -2004 Investment Specialist @ Old Mutual
Sonja Steyn Education
- Action Factory
International Certified Life Coach (Coaching)
2018-2018 - Action Factory
Neuro Linguistic certificate (Life coaching)
2018-2018 - Financial Planning Institute
Certified Financial Planner (Financial planning)
2014-2014 - University of the Free State
Post grad diploma in Financial planning (Financial Planning and Services)
2013-2013 - University of the Free State
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
1983-1987 - MBA & Certified Financial Planner & Life Coach
- University of the Free State
Sonja Steyn Skills
- Insurance
- Sales Management
- Financial Services
- Sales
- Risk Management
- Management
- Account Management
- Business Development
- Customer Service
- Business Planning
- Relationship Management
- Coaching
- New Business Development
- Team Building
- Financial Risk
- Microsoft Excel
- Microsoft Office
- Marketing Strategy
- Portfolio Management
- Team Management
- Team Leadership
- Strategy
- Business Analysis
- Performance Management
- Banking
- Key Account Management
- Competitive Analysis
- Direct Sales
- Credit Analysis
- Credit Risk
- Customer Satisfaction
- Mortgage Lending
- Vendor Management
- Project Management
- Contract Negotiation
- Salesforce.com
- Sales Process
- Recruiting
- Process Improvement
- Cold Calling
- Loans
- Strategic Financial Planning
- Training
- Financial Planning
- Wealth Management
- Business Strategy
Sonja Steyn Summary
- Sonja Steyn, based in South Africa, is currently a Head Of Wealth Management Strategy, Private Wealth and Business Management at Consult. Sonja Steyn brings experience from previous roles at Momentum, Old Mutual Private Wealth Management and Old Mutual Personal Financial Advise. Sonja Steyn holds a 2018 - 2018 International Certified Life Coach in Coaching @ Action Factory. With a robust skill set that includes Insurance, Sales Management, Financial Services, Sales, Risk Management and more. Sonja Steyn has 1 emails on RocketReach.
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