Private Client Advisor
Astron Energy South Africa (Pty) Ltd(11 days ago)
About this role
A Private Advisor at FNB helps private clients with basic wealth creation, accumulation, and protection strategies, aiming to increase sales and strengthen client relationships. The role emphasizes providing financial education and linking clients to related financial services within a supportive team environment.
Required Skills
- Financial Planning
- Client Relations
- Wealth Management
- Sales
- Regulatory Compliance
- Financial Products
- Customer Service
- Investment Strategies
- Money Management
- Risk Assessment
Qualifications
- Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates
About Astron Energy South Africa (Pty) Ltd
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