Wealth Manager
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Financial Services Advisor at FNB provides comprehensive savings, investment and estate planning advice and support to high-income clients, with a strong focus on investment solutions. The role involves developing and maintaining client relationships, delivering financial plans, and ensuring alignment with the bank’s investment philosophy and compliance requirements. The advisor also contributes to business growth through sales targets, networking and cross-functional collaboration.
Required Skills
- Investment Advice
- Estate Planning
- Financial Planning
- Client Relationship
- Sales Targets
- Compliance
- Networking
- Financial Analysis
- Reporting
About Astron Energy South Africa (Pty) Ltd
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