Willem Le Roux

Willem Le Roux

Willem Le Roux 300 300 AMA Team

Willem relocated to Shanghai-China in July 2019 after completing the consultant training program with AMA in Johannesburg –South Africa. 

He started his career with AMA as a Business Development Consultant while working towards earning the Chartered Financial Analyst designation CFA. He has since passed both level 1 and level 2 of the CFA exams, finishing in the top 10 percentile of candidates globally for both exams. During this time, he consistently achieved all set targets surpassing all expectations in the BDM role. Willem is enjoying working with the international community in Shanghai by helping them achieve their personal financial goals by offering holistic investment advice on areas of, retirement planning, saving  Children’s education and wealth management.

On a personal note, Willem is very family orientated, he is an avid sports enthusiast and enjoys playing golf, tennis and squash.

 Professional achievements:

  • Completed a Bachelors Degree in Statistics
  • Postgraduate studies at Chartered Financial Analyst Institute, completed
  •  Level 1 and Level 2 with marks in the top 10% of candidates worldwide for both exams.
  • Proficiency in Excel VBA and SQL

Personal achievements:

  • Completed in the Tennis Premier League in South Africa.
  • Learning Mandarin.
  • Happily married and proud to have moved to a different country and start a new life in Shanghai.

Reference:

“In our new business process, we are rigorous in terms of the advisory organizations that we wish to undertake business with.   We consider AMA to be the leading advisory group in South Africa and China, driven by individuals, who have outstanding attention to detail and a real passion for delivering positive client outcomes.  In an industry, which has become increasingly fragmented, the level of stability and professionalism within their senior team makes it easy for us to deal with, in an ever-changing international pensions landscape.  We have always found AMA’s team to be at the forefront of adapting to these changes.” 

Stewart DaviesCEO for Momentum Pensions