Job Description
Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Responsibilities + Skills
Education
Must have RE5Must have a Degree/NQF level 7 (FSCA approved)Must have at least 3 to 5 years' experience in financial advice, financial planning and or Private Banking experience.Must be off supervision for sub cats 1.3, 1.5 and 1.14Welcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Experience
