Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth role focused on delivering exceptional client experience and education in wealth creation, accumulation and protection. The position aims to support client retention and deepen client relationships through contextual money management guidance.
Required Skills
- Wealth Management
- Fiduciary Advice
- Philanthropy Advice
- Relationship Building
- Sales Targets
- Revenue Growth
- Portfolio Management
- Financial Solutions
- Compliance Adherence
- Customer Service
+3 more
About Astron Energy South Africa (Pty) Ltd
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