Private Client Advisor Rural
Astron Energy South Africa (Pty) Ltd(26 days ago)
About this role
A Private Clients Advisor at FNB provides education and guidance to private clients on wealth creation, accumulation, and protection to improve clients' financial wellbeing. The role focuses on delivering exceptional client experience and supporting the bank's growth by increasing sales index and client retention through contextual money management principles.
Required Skills
- Wealth Advice
- Client Retention
- Relationship Building
- Sales
- Money Management
- Financial Planning
- Lead Management
- Product Knowledge
- Networking
Qualifications
- NQF Level 7 FSCA-Approved Degree
- RE5 Regulatory Certificate
- Certified Financial Planner (CFP)
- Credit Record Check
About Astron Energy South Africa (Pty) Ltd
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