Banking Advisor Wealth
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A client-facing Private Wealth role supporting RMB Private Wealth clients alongside Private Advisors, focused on expanding and nurturing the bank’s private client portfolio within the FirstRand Group. The position contributes to portfolio growth and client retention while aligning with regulatory and governance standards.
Required Skills
- Client Analysis
- Research
- Sales
- Service
- Reporting
- Lead Management
- Portfolio Analysis
- Client Engagement
- Stakeholder Management
- Relationship Management
+5 more
Qualifications
- NQF7 Degree (Finance/Economics/Accounting)
- RE5 Certificate - Regulatory & Compliance
About Astron Energy South Africa (Pty) Ltd
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