Banking Advisor Private Wealth
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
Supports a team of Private Bankers in managing a portfolio of Private Wealth clients by providing analysis, research and service fulfilment. The role focuses on identifying opportunities to acquire new clients and grow existing client relationships through proactive engagement and stakeholder management. It also contributes to reporting, compliance and operational efficiency to enable business decision-making.
Required Skills
- Client Management
- Stakeholder Management
- Sales
- Portfolio Analysis
- Research
- Reporting
- Relationship Building
- Compliance
- Lead Generation
- Administration
+2 more
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
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