Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Advisor at FNB provides education and guidance to Private Wealth clients on wealth creation, accumulation and protection, aiming to improve client financial outcomes. The role focuses on increasing vertical sales index (VSI), driving client retention and entrenchment through contextual Money Management principles. It operates within the bank’s Private Wealth offering and supports business growth through effective lead management and product marketing.
Required Skills
- Wealth Creation
- Money Management
- Sales
- Client Retention
- Relationship Building
- Lead Management
- Financial Solutions
- Compliance
- Service Excellence
Qualifications
- Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB
- Signed off on FAIS categories
About Astron Energy South Africa (Pty) Ltd
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