Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth Advisor at FNB delivers financial education and advisory services to Private Wealth clients focused on wealth creation, accumulation and protection. The role aims to increase vertical sales index (VSI), drive client retention and entrenchment using contextual money management principles. The advisor manages an allocated client portfolio, identifies fiduciary and offshore opportunities, and collaborates across the bank to achieve revenue and profit targets.
Required Skills
- Client Advisory
- Portfolio Management
- Financial Planning
- Wealth Management
- Money Management
- Relationship Building
- Sales
- Project Management
- Regulatory Knowledge
- Compliance
Qualifications
- Degree in Finance
- Degree in Economics
- Degree in Accounting
- CFP (preferred)
- Long-Term Insurance (Subcategory B1)
- Long-Term Insurance (Subcategory C)
- Long-term Insurance (Subcategory B1-A)
- Retail Pension Benefits
- Participatory Interests in a Collective Investment Scheme
- Long-term Deposits
+1 more
About Astron Energy South Africa (Pty) Ltd
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