Private Client Advisor
Astron Energy South Africa (Pty) Ltd(30 days ago)
About this role
A Private Advisor at FNB serves Private Clients and RMB clients by providing financial guidance focused on wealth creation, accumulation, and protection. The role supports client entrenchment and contributes to the bank’s private clients offering while aligning with FirstRand Group’s service and compliance standards.
Required Skills
- Client Education
- Wealth Creation
- Sales
- Client Retention
- Money Management
- Financial Products
- Lead Management
- Relationship Building
- Regulatory Compliance
- Communication
Qualifications
- NQF Level 7 Degree (FSCA Approved)
- RE5 Regulatory Certificate
- FAIS Categories Sign-Off
About Astron Energy South Africa (Pty) Ltd
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