Private Banking Wealth & Estate Planner

A leading financial institution is seeking to hire an advisor to provide financial and estate planning advice to Private and Business Banking clients. The ideal candidate will have an NQF level 7 qualification and 3-5 years of experience in banking and insurance sales. You'll help clients navigate complex financial needs while leveraging your understanding of long-term insurance products and bank systems. This role offers a dynamic work environment focused on client service.
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