Fiduciary Specialist

Our client is looking for a Fiduciary Specialist to join their team.Area: SandtonSalary: Market related (depending on experience and qualifications)Closing date: End June 2024 Requirements:1. Finalised Accounting or legal degree2. Completed relevant articles Responsibilities:Main Activities:• Attend Meetings, Make Notes and assist with follow up on...

Job DescriptionTo 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...

Job ClassificationThe Estates Specialist meets with the heirs of the Client that has died, nationally, at an appropriate place (Business/ home / financial planner office). If possible this is with the financial planner present. We try and arrange this meeting as soon as possible after the death certificate is issued. This is a key differentiator in the...

Job DescriptionTo provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processesProvides guidance and management to more junior legal advisorsHello Future Legal AdvisorWelcome to FNB, the...

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Baker Street 30 Provide tax technical advisory services to the Personal & Private Banking (PPB) business pillar, which include Fiduciary Services (Trust and Estates Business Areas) and various client segments (including Mass and Youth clients, Offshore, etc.). Product offerings also...

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Baker Street 30 Provide tax technical advisory services to the Personal & Private Banking (PPB) business pillar, which include Fiduciary Services (Trust and Estates Business Areas) and various client segments (including Mass and Youth clients, Offshore, etc.). Product offerings also...

Summary of the positionTo provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service relationships to...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

Financial Planner - (CFP or CFA Preferred)About the company:We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally.About the role:We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion...

Job Requisition REQ 120563Job Location Sandton FAIS Affected FAIS Affected YesJob Purpose To support clients and their families across Nedbank to achieve their philanthropic aspirations, by providing appropriate philanthropic advice (initial and ongoing) and services, by following a client segmentled approach, spanning: strategic philanthropic advice;...

Posting Description:Finance & Client Services Team LeaderAre you a Finance professional with a passion for Client Services? Aon Reinsurance Africa has an exciting opportunity for a Finance and Client Services Team Leader based at our offices in Sandton.The role of the finance and customer services team leader is to assist the Head of Finance with treasury...

Job Purpose:To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments, and work to use identified insights to design compelling, disruptive and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering. We are looking for individuals who thrive in a fast-paced and constantly...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To provide an efficient and professional service to customersexperience and qualifications: Minimum Qualification : Relevant Degree or Diploma Experience: 2 to 3...

Job Classification- REQ:Refilwe Falatsi:- Closing Date:30 June 2023:- Division: Wealth Management SA:- Function: Client Enablement:- Employment Equity Statement: Preference will be given to individuals from underrepresented individuals. Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Function (MF)Job Purpose To support...

Bryanston, Johannesburg, Gauteng - LegalJunior Trusts and Compliance Administrator (JB4267)Bryanston, JohannesburgR R18 000 CTC per monthMedical AidPermanent A wellrespected fiduciary services specialist seeks a Junior Trusts and Compliance Administrator to assist with FAIS and other legal compliance administration of trusts._Minimum Requirements:Completed...

Manager, ESG Sustainability Advice & Solutions, AfricaJob #:- req26238Organization: IFCSector:Grade: GHTerm Duration: 4 years 0 monthsRecruitment Type: International RecruitmentLocation:Johannesburg,South Africa/Nairobi,KenyaRequired Language(s): EnglishPreferred Language(s):Closing Date: 3/4/2024 (MM/DD/YYYY) at 11:59pm UTCDescriptionThe role of the...

**Our client has an Fiduciary firm in Montana and is looking for a Fiduciary Specialist to join their team.** **Area**:Offices based in Montana (Pretoria), and Bryanston (Johannesburg). Remote/Hybrid option also available. **Salary**: Market related (depending on experience and qualifications) **Closing date**: End Dec 2023 **Requirements**: -...

Our client is looking for a Fiduciary Specialist to join their team.Area: SandtonSalary: R25 000 - R35 000 CTC per month Closing date: End June 2024 Requirements:1. Finalised Accounting or legal degree2. Completed relevant articles Responsibilities:Main Activities:• Attend Meetings, Make Notes and assist with follow up on actions;• Assist in...

**Job Classification** - The Estates Specialist meets with the heirs of the Client that has died, nationally, at an appropriate place (Business/ home / financial planner office). If possible this is with the financial planner present. We try and arrange this meeting as soon as possible after the death certificate is issued. This is a key differentiator in...

Job Description To provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processes Provides guidance and management to more junior legal advisors Hello Future Legal Advisor Welcome to FNB,...

Job Description Hello Future Vendor Management Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives...

**Summary of the position** To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service...

**Summary of the position** To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists....

Johannesburg - Posted 19 hours ago **Financial Planner (Financial Advisor/Broker)** About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisors who...

**Financial Planner - (CFP or CFA Preferred)** **About the company**: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and...

**In-House Counsel - Large International Law Firm - Sandton** Our client is a Large International Law Firm based in Sandton. As part of their continuous growth, they are seeking a highly skilled and motivated In-House Counsel to join their dynamic legal team. **Duties and Responsibilities** - Accountable for providing legal advice to the firm on a variety...

**Job Requisition** - REQ 120563**Job Location** - Sandton- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To support clients and their families across Nedbank to achieve their philanthropic aspirations, by providing appropriate philanthropic advice (initial and ongoing) and services, by following a client segment-led approach, spanning: strategic...

Bryanston, Johannesburg, Gauteng - Legal **Junior Trusts and Compliance Administrator (JB4267)** **Bryanston, Johannesburg** **R14 000 - R18 000 CTC per month** **Medical Aid** **Permanent** - A well-respected fiduciary services specialist seeks a Junior Trusts and Compliance Administrator to assist with FAIS and other legal compliance administration of...

**Job Classification** - Job Family- Information Technology- Career Stream- IT Technical / Specialist- Leadership Pipeline- IT Technical / Specialist- FAIS Affected**Job Purpose** - The role will have responsibility to lead and execute on Nedbank Wealth’s Strategy for Adviser Enablement technology and tools and supporting data requirements. The scope...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

The role requires an experienced Human Resources professional with proven Business HR, Operations and Talent Acquisition experience in the financial, legal, accounting or trust & fiduciary services. As part of the global Human Resources team, the role holder will be primarily responsible for supporting the global HR team in overseeing all aspects of the HR...

**Manager, ESG Sustainability Advice & Solutions, Africa** **Job #**: - req26238**Organization**: - IFC**Sector**: **Grade**: - GH**Term Duration**: - 4 years 0 months**Recruitment Type**: - International Recruitment**Location**: Johannesburg,South Africa/Nairobi,Kenya **Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: -...

**Manager, ESG Sustainability Advice & Solutions, Africa** **Job #**: - req26238**Organization**: - IFC**Sector**: **Grade**: - GH**Term Duration**: - 4 years 0 months**Recruitment Type**: - International Recruitment**Location**: Johannesburg,South Africa/Nairobi,Kenya **Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: -...

**Job #**: - req26238**Organization**: - IFC**Sector**: **Grade**: - GH**Term Duration**: - 4 years 0 months**Recruitment Type**: - International Recruitment**Location**: Johannesburg,South Africa/Nairobi,Kenya **Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: - 3/4/2024 (MM/DD/YYYY) at 11:59pm UTC**Description** The...