Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Financial Advisor within FNB Private Wealth who educates clients on money management, wealth creation, accumulation and protection principles. The role focuses on delivering an exceptional client experience for a portfolio of clients while identifying fiduciary opportunities and driving revenue growth and client retention.
Required Skills
- Financial Advice
- Wealth Management
- Money Management
- Client Acquisition
- Portfolio Servicing
- Regulatory Knowledge
- Project Management
- Risk Management
- Relationship Building
- Sales Targets
Qualifications
- Degree in Finance, Economics or Accounting
- CFP (preferred)
- Long-Term Insurance subcategory B1
- Long-Term Insurance subcategory C
- Retail Pension Benefits
- Participatory Interests in a Collective Investment Scheme
- Long-term Deposits
- Short-term Deposits
- Long-term Insurance subcategory B1-A
About Astron Energy South Africa (Pty) Ltd
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