Private Banking Financial Planner | Holistic Wealth

An established industry player seeks a motivated financial planner to enhance their business through personalized financial solutions. This role involves working closely with Private and Business Banking clients, delivering comprehensive estate and risk planning services, and navigating both local and offshore investment opportunities. The ideal candidate will possess a strong sales background, an NQF level 7 qualification, and a solid understanding of long-term insurance products.

Join a dynamic team where your expertise can significantly impact clients' financial futures and contribute to the growth of a reputable financial institution.
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