Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
Deliver exceptional experience and education to RMB High Net Worth wealth clients on wealth creation, accumulation, and protection using contextual money management principles. Drive portfolio growth, vertical sales index (VSI), client retention, and entrenchment by providing holistic banking and financial solutions and identifying fiduciary and philanthropy opportunities.
Required Skills
- Client Advisory
- Wealth Management
- Financial Planning
- Relationship Management
- Sales
- Portfolio Servicing
- Fiduciary Advice
- Risk Management
- Project Management
- Regulatory Compliance
+2 more
Qualifications
- NQF7 Degree in Finance, Economics or Accounting
- RE5 Qualification
- Certified Financial Planner (CFP) - Preferred
- Long-Term Insurance Subcategory B1
- Long-Term Insurance Subcategory C
- Retail Pension Benefits
- Participatory Interests in a Collective Investment Scheme
- Long-term Deposits
- Short-term Deposits
- Long-Term Insurance Subcategory B1-A
About Astron Energy South Africa (Pty) Ltd
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