Astron Energy

Private Wealth Advisor

Astron Energy

2 months ago
Onsite
Full Time
Medior
0 applicants
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Astron Energy
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About this role

A Private Wealth Advisor in the Private Banking and Advisory team delivers client education on wealth creation, accumulation and protection using money management principles. The role focuses on increasing vertical sales index (VSI), driving client retention and entrenchment, and representing the bank in delivering tailored wealth solutions to a portfolio of clients.

Skills

Qualifications

Degree in FinanceDegree in EconomicsDegree in AccountingCFP (Preferred)Long-Term Insurance Subcategory B1
Astron Energy

About Astron Energy

co.za

N/A

About Astron Energy

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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