Senior Private Banking Wealth and Estate Planner

A leading financial institution in South Africa is seeking a Financial Advisor to provide tailored financial and estate planning advice to Private and Business Banking clients. The ideal candidate must possess an NQF level 6-7 qualification, understand long-term insurance products, and have 3-5 years of sales experience in banking or insurance. This role is essential in addressing the complex financial needs of clients, ensuring they receive expert guidance to manage their finances effectively.