Wealth Manager
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Wealth Manager serving as a full financial services advisor focused on providing savings, investment and estate planning advice to high-income clients. The role emphasizes investment expertise, building long-term client relationships, and contributing to the firm’s talent pool for future opportunities.
Required Skills
- Investment Advice
- Estate Planning
- Client Advisory
- Sales Targets
- Financial Analysis
- Compliance
- Relationship Management
- Reporting
- Product Knowledge
- Networking
Qualifications
- Degree in Investment or Economics
- Certified Financial Planner (preferred)
- FAIS 1.3 Long-Term Insurance Subcategory B1
- FAIS 1.4 Long-Term Insurance Subcategory C
- FAIS 1.5 Retail Pension Benefits
- FAIS 1.8 Shares
- FAIS 1.9 Money Market Instruments
- FAIS 1.12 Bonds
- FAIS 1.14 Participatory Interests in a Collective Investment Scheme
- FAIS 1.15 Forex Investments
+18 more
About Astron Energy South Africa (Pty) Ltd
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