Fiduciary Specialist II
Found in: beBee S ZA - 4 weeks ago
Job title : Fiduciary Specialist II jobs in Western Cape
Job Location : Western Cape, Cape Town
Deadline : March 26, 2024
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Job Description
To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing
Build and maintain an effective network and pipeline for further expansion of business within area of accountability Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness Drive, position and promote the Global Wealth Solution offering and FNB offering to clients Ensure compliance to legislative and audit requirements and adherence Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting Achieve revenue growth and optimise opportunities for the bigger group through actively managing a client portfolio Acquire new clients through driving an increase in take on of corporate trustee growth, wills, Power of attorney estates Source and refer leads through client interactions Drive and promote corporate image and market penetration through writing and publishing articles and presenting at client functions Provide training, presentations to other business units to increase awareness of our offering and products, value propositions Drive and promote the Global Wealth Solution offering and specifically position FNB International Trustees value proposition and facilitate the on-boarding of offshore structures Share tax information as approved by Group Tax with clients and involve a Tax specialist where required Position the FNB Philanthropy offering to clients and facilitate the on-boarding process where required*Accounting / Financial Services jobs in south africa
*Fiduciary Specialist II in Cape Town
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Reconciliation Administrator
5 days ago
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Senior System Specialist
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Ref: Itsrog0024
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Found in: Talent ZA 2A C2 - 2 weeks ago
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