Banking Advisor Wealth
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
Assist in managing a portfolio of FNB Private Wealth clients within the Private Banking and Advisory team by providing analysis, research, and sales and service fulfilment. The role focuses on identifying opportunities to onboard new clients and grow existing client relationships through effective stakeholder management.
Required Skills
- Client Analysis
- Portfolio Management
- Stakeholder Management
- Sales Support
- Lead Management
- Reporting
- Client Engagement
- Financial Advisory
- Compliance
- Relationship Management
Qualifications
- NQF7 Degree in Finance, Economics or Accounting
- RE5 Qualification
About Astron Energy South Africa (Pty) Ltd
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