Private Financial Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Financial Advisor at FNB provides tailored financial advice and intermediary services to private clients, focusing on insurance and investment solutions. The role supports FNB Private Banking and Advisory by assessing clients’ financial status and recommending FNB Life and FNB Invest products. The position requires industry accreditation and product expertise to support client-focused wealth solutions.
Required Skills
- Financial Advice
- Insurance Products
- Investment Products
- Client Engagement
- Financial Planning
- Regulatory Compliance
- Sales
- Cold Calling
- Digital Literacy
Qualifications
- FAIS Accreditation NQF Level 6
- FAIS Subcategories - Insure
- FAIS Subcategories - Invest
- Fit and Proper (Not Supervised)
About Astron Energy South Africa (Pty) Ltd
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