Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth role focused on delivering education and guidance to clients on wealth creation, accumulation and protection. The position aims to enhance client retention and deepen relationships by applying contextual money management principles and supporting long-term financial goals.
Required Skills
- Fiduciary Advice
- Philanthropy
- Client Reviews
- Revenue Growth
- Sales Targets
- Portfolio Management
- Compliance
- Collaboration
- Process Improvement
- Customer Experience
+1 more
About Astron Energy South Africa (Pty) Ltd
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