Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Advisor at FNB works with Private Wealth clients to provide education on wealth creation, accumulation and protection, promoting appropriate financial solutions. The role supports client entrenchment and retention through contextual money management principles and contributes to business growth within the Private Wealth offering. It is a client-facing role within the bank’s private banking environment.
Required Skills
- Wealth Management
- Money Management
- Sales
- Client Retention
- Lead Management
- Relationship Building
- Regulatory Compliance
- Financial Advice
Qualifications
- NQF Level 7 FSCA Approved Degree
- RE5 Regulatory Compliance Certificate (relevant COB)
- FAIS Category Sign-off
About Astron Energy South Africa (Pty) Ltd
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