Wealth Manager
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Wealth Manager at FNB acts as a full financial services advisor for high‑income clients, focusing on investment, savings and estate planning. The role sits within the Private Wealth and Advisory team and involves developing tailored financial plans and proposals to help clients achieve their goals while representing FNB’s values.
Required Skills
- Investment Advisory
- Financial Planning
- Estate Planning
- Sales
- Client Relationship
- Compliance
- Market Analysis
- Reporting
- Risk Assessment
- Networking
Qualifications
- Degree in Investment or Economics
- Certified Financial Planner (CFP)
- FAIS Category 1 (relevant subcategories)
- FAIS Category 2 (relevant subcategories)
About Astron Energy South Africa (Pty) Ltd
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