Private Banking Wealth & Estate Planner

A leading financial institution in South Africa is seeking a professional to provide financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will possess an NQF level 6-7 qualification and have 3-5 years of sales experience in banking or insurance. Strong knowledge of long-term insurance products and the bank's systems is a must. This role requires the ability to address complex financial needs effectively.
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