Banking Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth Associate supports a team of Private Bankers in managing a portfolio of private wealth clients by providing analysis, research, and sales/service fulfilment. The role focuses on identifying new banking opportunities, growing existing client relationships, and supporting operational and reporting activities to meet financial targets and service standards.
Required Skills
- Portfolio Analysis
- Research
- Sales Support
- Client Engagement
- Stakeholder Management
- Lead Generation
- Reporting
- Compliance
- Administration
About Astron Energy South Africa (Pty) Ltd
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