Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth client-facing role at FirstRand focused on delivering education and financial guidance to high-net-worth clients to support wealth creation, accumulation and protection. The position aims to strengthen client relationships and increase client entrenchment within the bank’s private wealth offering.
Required Skills
- Wealth Management
- Client Education
- Fiduciary Advice
- Philanthropy Advice
- Relationship Building
- Sales Targets
- Portfolio Management
- Compliance
- Process Improvement
- Customer Service
+1 more
About Astron Energy South Africa (Pty) Ltd
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