Wealth Manager
Astron Energy South Africa (Pty) Ltd(1 month ago)
About this role
A Wealth Manager at FNB who provides comprehensive financial advice to high-income clients with a primary focus on investments and estate planning. The role sits within FirstRand’s wealth offering and requires adherence to FSCA-approved qualifications and regulatory standards. It serves as a client-facing advisory position supporting long-term financial planning and portfolio oversight.
Required Skills
- Investment Advice
- Estate Planning
- Financial Analysis
- Client Relationships
- Sales Targets
- Compliance
- Networking
- Reporting
- Market Monitoring
- Risk Assessment
+3 more
Qualifications
- RE5
- Degree NQF Level 7 (FSCA Approved)
About Astron Energy South Africa (Pty) Ltd
co.zaN/A
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