Astron Energy South Africa (Pty) Ltd

Private Advisor Wealth

Astron Energy South Africa (Pty) Ltd(13 days ago)

Ermelo, NetherlandsOnsiteFull TimeSenior$47,000 - $47,000Private Wealth Services
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About this role

This role involves delivering education and financial advice to Private Wealth clients to enhance their understanding of wealth creation, accumulation, and protection, with a focus on increasing sales and client retention. It emphasizes building relationships, promoting financial solutions, and contributing to business growth within a supportive banking environment.

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Required Skills

  • Financial Advice
  • Relationship Building
  • Sales
  • Wealth Management
  • Customer Service
  • Financial Solutions
  • Regulatory Compliance
  • Communication
  • Portfolio Management
  • Client Retention

Qualifications

  • NQF Level 7 Degree
  • RE5 Certification
  • FAIS Categories
Astron Energy South Africa (Pty) Ltd

About Astron Energy South Africa (Pty) Ltd

co.za

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