Estate and Wealth Management Specialist

7 days ago


Pretoria, Gauteng, South Africa Dgl Hr Full time
About Us

DGL HR is a leading Africa-focused financial services group offering a range of career-enhancing opportunities.

Job Summary

We are seeking a Leasing Executive to join our team and provide financial and estate planning advice to our clients.

Responsibilities:
  • Provide appropriate financial and estate planning advice to Private and Business Banking Clients.
  • Understand long-term insurance products and the bank's offerings.
  • Have 3-5 years' experience in sales environments, specifically intermediary services for banking and insurance categories.
Requirements:
  • NQF level 7 qualification or degree with credits aligned to FAIS and FSCA requirements.
  • RE 5: Representatives certification.

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