Trust Specialist

2 weeks ago


Pretoria, Gauteng, South Africa FirstRand Full time
Job Description

To provide an efficient and professional service to customers

  • Achieve total revenue targets by either growing of existing clients (optimising revenue opportunities) or by acquiring new clients
  • Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
  • Control revenue and costs in the Trust and Investment department to achieve the company cost to income ratio as set per product line budget, in line with company standards
  • Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions
  • Cultivate and manage objective working relationships with a variety of stakeholders, including endusers, SME's, project managers and senior staff members
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
  • Identify and source additional assets and build a book of assets under management
  • Acquisition of Trust business, both internal and external to the FirstRand Group in order to increase the value of assets under management and the scale of Group
  • Manage and administer investment portfolio
  • Comply with governance in terms of legislative and audit requirements
  • Identify and source additional assets and build a book of assets under management
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing
  • Manage own development to increase own competencies
Job Details

Application Closing Date

12/02/24
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