Business Financial Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Business Financial Advisor at FNB provides appropriate risk and investment advice to clients through virtual channels while aligning with the FirstRand Advice Philosophy and FAIS compliance. The role represents FNB’s financial advice offering to customers and supports the bank’s product matrix. The position sits within the bank’s advisory function and engages with clients and stakeholders to maintain professional standards.
Required Skills
- Sales
- Financial Advice
- Portfolio Management
- Risk Assessment
- Investment Advice
- Client Service
- Lead Generation
- Compliance
- Credit Assessment
- Negotiation
+2 more
Qualifications
- Relevant Degree (Finance, Accounting or Investment Management)
- CFP (Certified Financial Planner)
- RE 5
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
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