Private Wealth Advisor
Astron Energy South Africa (Pty) Ltd(20 days ago)
About this role
A Private Advisor at FNB provides financial guidance and education to Private Wealth clients, focusing on wealth creation, accumulation, and protection. The role emphasizes client relationship management and promoting financial solutions to enhance client retention and business growth.
Required Skills
- Financial Advice
- Client Relationship
- Wealth Management
- Financial Planning
- Sales
- Regulatory Compliance
- Customer Service
- Lead Management
- Financial Solutions
- Trust Building
Qualifications
- Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates
About Astron Energy South Africa (Pty) Ltd
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