Wealth Manager
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Wealth Manager within FNB’s Private Wealth and Advisory team provides comprehensive financial services and investment-focused advice to high-income clients, helping them with savings, investment and estate planning. The role supports development of tailored financial plans and works to grow and retain the bank’s private wealth client base.
Required Skills
- Investment Planning
- Estate Planning
- Financial Analysis
- Client Relations
- Sales
- Portfolio Management
- Risk Assessment
- Compliance
- Reporting
- Networking
Qualifications
- Relevant Degree in Investment or Economics
- Certified Financial Planner
- FAIS Category 1
- FAIS Category 2
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
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