Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Private Wealth Advisor at FNB is part of the Private Banking and Advisory team, delivering education and tailored advice to private clients on wealth creation, accumulation, and protection. The role focuses on improving client retention and entrenchment while driving vertical sales index (VSI) through contextual money management principles. The advisor represents the bank in servicing and growing a portfolio of high-net-worth clients.
Required Skills
- Wealth Management
- Financial Planning
- Client Relationship
- Sales
- Portfolio Management
- Regulatory Compliance
- Risk Management
- Money Management
- Project Management
- Market Knowledge
Qualifications
- Degree in Finance
- Degree in Economics
- Degree in 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
+1 more
About Astron Energy South Africa (Pty) Ltd
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