Private Advisor Wealth
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
The Private Advisor will deliver education and an exceptional experience to Private Wealth clients focused on wealth creation, accumulation, and protection. The role aims to increase vertical sales index (VSI), drive client retention and entrenchment, and support profit growth by managing the leads pipeline and promoting financial services offerings.
Required Skills
- Wealth Management
- Sales
- Client Retention
- Relationship Building
- Lead Management
- Financial Advice
- Regulatory Compliance
- Communication
Qualifications
- NQF Level 7 Degree (FSCA approved)
- RE5 Regulatory Certificate
- FAIS Category Sign-off
About Astron Energy South Africa (Pty) Ltd
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