Private Client Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Advisor at FNB delivers exceptional client experiences for private clients focused on foundational wealth creation, accumulation and protection. The role centers on enhancing client engagement and loyalty by applying contextual money management principles and driving growth in the Vertical Sales Index to foster long-term retention.
Required Skills
- Client Engagement
- Money Management
- Sales
- Lead Management
- Relationship Building
- Customer Service
- Product Knowledge
- Compliance Awareness
Qualifications
- NQF Level 7 Degree (FSCA Approved)
- RE5 Regulatory Compliance Certificate (Relevant COB)
- FAIS Sign-Off
About Astron Energy South Africa (Pty) Ltd
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