Banking Advisor Affluent
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Banking Advisor at FNB assists in proactively managing a portfolio of Private Wealth clients alongside a team of Private Bankers, providing analysis, research, and sales and service fulfilment. The role focuses on identifying opportunities to onboard new clients and grow existing client relationships through effective stakeholder management and client engagement. The Advisor supports marketing of financial services and contributes to reporting that guides business decisions.
Required Skills
- Client Management
- Stakeholder Management
- Sales
- Lead Generation
- Portfolio Analysis
- Research
- Financial Advice
- Reporting
- Compliance
- Customer Service
+2 more
Qualifications
- Degree in Finance
- Degree in Economics
- Degree in Accounting
- FAIS (RE)
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
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