Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(12 days ago)
About this role
The role involves providing financial education and advice to Private Wealth clients, focusing on wealth creation, accumulation, and protection strategies. The position aims to increase client retention and sales through effective use of Money Management principles and relationship building within a financial services environment.
Required Skills
- Financial Advice
- Client Relationship
- Wealth Management
- Sales
- Regulatory Compliance
- Money Management
- Banking Products
- Customer Service
- Lead Management
Qualifications
- NQF Level 7 Degree
- RE5 Certification
- FAIS Categories
About Astron Energy South Africa (Pty) Ltd
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