Astron Energy South Africa (Pty) Ltd

Private Client Advisor

Astron Energy South Africa (Pty) Ltd(25 days ago)

Umhlanga, Durban, South AfricaOnsiteFull TimeJunior$0 - $0Private Banking/Financial Services
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About this role

This role involves providing financial education and wealth management solutions to Private Clients, focusing on increasing sales and client retention through relationship building and understanding of financial services. The position aims to deliver high-quality service, promote solutions, and contribute to business growth within a responsible and compliant framework.

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Required Skills

  • Financial Advice
  • Client Relationship
  • Sales
  • Financial Planning
  • Wealth Management
  • Regulatory Compliance
  • Customer Service
  • Portfolio Management
  • Financial Solutions
  • Networking

Qualifications

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

About Astron Energy South Africa (Pty) Ltd

co.za

N/A

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