Wealth Manager
Astron Energy South Africa (Pty) Ltd(14 days ago)
About this role
The role involves providing financial advice and support to high-income clients, focusing on investments, savings, and estate planning. The advisor aims to meet sales targets, maintain high-quality service, and build strong client relationships while ensuring compliance with relevant policies.
Required Skills
- Financial Planning
- Investment Advice
- Customer Service
- Risk Management
- Estate Planning
- Market Analysis
- Financial Analysis
- Relationship Building
- Compliance
About Astron Energy South Africa (Pty) Ltd
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