Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth advisor role focused on delivering exceptional client experience and education on wealth creation, accumulation and protection using contextual money management principles. The position aims to increase vertical sales index (VSI), drive client retention and deepen client entrenchment within the bank's private wealth franchise. The role operates within a relationship-driven banking environment serving an allocated portfolio of clients.
Required Skills
- Wealth Management
- Fiduciary Advice
- Philanthropy
- Client Relationships
- Revenue Generation
- Financial Advice
- Compliance
- Portfolio Management
- Customer Experience
- Process Improvement
About Astron Energy South Africa (Pty) Ltd
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