Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Advisor at FNB who supports Private Wealth clients by delivering an exceptional client experience focused on wealth creation, accumulation, and protection. The role centers on applying Money Management principles to deepen client engagement, drive Vertical Sales Index growth, and strengthen long-term client retention.
Required Skills
- Client Experience
- Wealth Management
- Money Management
- Sales
- Lead Management
- Relationship Building
- Regulatory Compliance
- Financial Advice
- Client Retention
Qualifications
- NQF Level 7 Degree
- FSCA Approval
- RE5 Regulatory Certificate
- FAIS Category Sign-off
About Astron Energy South Africa (Pty) Ltd
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