Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
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.
Required Skills
- Financial Advice
- Client Reviews
- Fiduciary Advice
- Revenue Growth
- Customer Service
- Process Improvement
- Money Management
- Wealth Creation
- Wealth Protection
- Project Management
+5 more
Qualifications
- Degree in Finance
- Degree in Economics
- Degree in Accounting
- 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
+2 more
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
View more jobs at Astron Energy South Africa (Pty) Ltd →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Astron Energy South Africa (Pty) Ltd
Similar Jobs
Private Banker
Commonwealth Bank of Australia(12 days ago)
Private Wealth Associate
AllianceBernstein(3 months ago)
Private Wealth Associate
AllianceBernstein(1 month ago)
Private Wealth Associate
AllianceBernstein(1 month ago)
Private Wealth Associate
AllianceBernstein(3 months ago)
Private Wealth Associate
AllianceBernstein(1 month ago)