Fiduciary Growth

KEY RELATIONS Our clients and leads Wealth Advisors and Assistants Fiduciary Specialists and Assistants Managing Director, Fiduciary QUALIFICATION AND EXPERIENCE Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field. The knowledge and experience to attain a FISA certification of Trust...

Fiduciary AssistantLocation: SandtonJob Type: Full-TimeJob Description:Our client, a leading wealth management firm, is seeking a Fiduciary Assistant to provide comprehensive administrative support to their Fiduciary Specialists. The ideal candidate will be a proactive, detail-oriented, and client-focused individual with a strong background in...

A fiduciary services company in Johannesburg is seeking a Fiduciary Specialist to enhance offerings through training and support to distribution channels. The ideal candidate will have a strong background in Fiduciary Services, particularly in trust and estate planning, with at least 5 years of experience. This full-time position offers the opportunity to...

Job DescriptionTo provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer...

A leading financial organization in Johannesburg is seeking a Financial Reporting Manager to oversee the financial reporting function. The successful candidate will be responsible for preparing financial statements, coordinating audits, budgeting, and ensuring compliance with accounting standards. The ideal candidate will have a strong background in...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...

Job Description To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Advisor Academy role. Goal: Improvement on the lives of customers...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and advise on client...

The role requires proven sales experience and is responsible for achieving sales results by demonstrating commercial leadership and management responsibility in increasing overall sales in financial and accounting services, trust and fiduciary services, and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products...