Sean Cohen 🇿🇦

Business Development Executive

City of Cape Town, Western Cape, South Africa8 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Top 50 South African creators on LinkedIn
  • Expert in offshore investments and wealth management
  • Creator of a highly sought-after educational course
Stackforce AI infers this person is a Wealth Management and Financial Planning expert with a focus on offshore investments.

Contact

Skills

Core Skills

Financial PlanningOffshore InvestmentsInvestment Management

Other Skills

LeadershipProblem SolvingPrompt EngineeringArtificial Intelligence (AI)ChatGPTCustomer ServiceMicrosoft ExcelSelf LearningResearchSelf-confidenceCoachingMicrosoft OfficeManagementMicrosoft WordTeaching

About

Many years ago, I noticed something strange.. People today are working harder than ever. Earning more than ever. But somehow, feeling poorer than ever. That really bothered me. Because wealth is not built by effort alone. It is built by intentional action. So I made it my mission to help people turn “I’m doing well” into “I’m financially free.” Today, I’m a Private Wealth Manager and one of the Top 50 South African creators on LinkedIn. I help South Africans build, protect, and internationalise their wealth so they stop wondering where their money went… and start making it work for them. I work with entrepreneurs, professionals, and high-net-worth individuals who want clarity, control, freedom, and strategy. If you are ready to think bigger, plan smarter, and build wealth that actually lasts, send me a message or book a call using my Calendly link and let’s make your money work harder than you do. Sean.

Experience

Cxo magazine®

Expert Columnist

Jun 2024Present · 1 yr 9 mos

Carrick wealth

2 roles

Private Wealth Manager

Promoted

Jun 2019Present · 6 yrs 9 mos

Financial PlanningOffshore Investments

Business Development Specialist

Jun 2019Sep 2020 · 1 yr 3 mos

Financial PlanningOffshore Investments

Cleverlearn english language institute (celi)

Director - Strategic Initiatives & Lead Instructor, Global Citizens Course

Jun 2018May 2019 · 11 mos · Hanoi, Vietnam · On-site

  • As the Creator and Lead Instructor of the highly sought-after "Global Citizens" course at CleverLearn Van Quan in Vietnam, I successfully established and developed the program to become the top offering in the organization. The course curriculum covered a comprehensive range of subjects, including business, finance, and personal development, resulting in a vast demand for enrollment that eventually exceeded available capacity, leading to the regretful decline of hundreds of applicants.
Offshore InvestmentsInvestment Management

Portfolio analytics (pty) ltd

Collective Investment Schemes Portfolio Administrator

May 2017May 2018 · 1 yr · City of Cape Town, Western Cape, South Africa

  • Worked very closely with Collective Investment Scheme fund managers, facilitating bespoke solutions to specific operational needs.
  • The position's areas of responsibility included (but were not limited to):
  • 1) General Model Portfolio Administration.
  • 2) General Fund (CIS) Administration
  • 3) General Securities Portfolio Administration
Offshore InvestmentsInvestment Management

Education

University of Cape Town

Financial Analysis and Portfolio Management (Hons) (Cum Laude)

Jan 2016Jan 2017

University of Cape Town

Bachelor of Commerce (BCom) — Management Studies

Jan 2013Jan 2015

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