Officer, Relationship Trust
1 week ago
Overview Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, 33 Baker Street To manage client relationships and the technical administration of a full section of Trusts and Managed Agencies. This involves having an understanding of The Trust Property Control Act and the Trust Income Tax Act, Including Section 7C. This includes working closely with the Trust Operations Team and other areas to ensure that all aspects of the administration process run smoothly and within procedures. This is aligned to the specific requirements of the Standard Trust Limited. Qualifications Completed Matric Diploma in Finance and Accounting and Legal Experience 3 - 4 years In-depth knowledge of trust laws, estate planning principles and financial concepts. Experience in trust administration with a Trust Company or firm of attorneys who have a dedicated trust/fiduciary services department. Proven ability to interact with clients, addressing their inquiries, providing guidance and maintaining positive relationships. Proficiency in reviewing legal documents, contracts and regulations relevant to trust administration. 1 - 2 years Experience in assessing and mitigating risks associated with trust administration, ensuring the security of trust assets and adherence to regulatory compliance. Familiarity with the trust tax laws including income tax and capital gains tax and the implications is taxed in the trust or distributed to the beneficiaries. Additional Information Articulating Information Conveying Self-Confidence Following Procedures Client Knowledge #J-18808-Ljbffr
-
Head of Trusts
5 days ago
Johannesburg, South Africa TalentWorx Consulting Full timeThe Head of Trusts will formulate and lead the strategic direction of the Trusts, overseeing the implementation and execution thereof, and ensuring that the Trusts achieve their vision and strategic intent. The incumbent will ensure that the service level agreement (SLA) and client strategies are delivered according to plan and to standard and will build...
-
Regional Trust Manager
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timePosition: Regional Manager Trust Services (FAIS)Location: Pretoria Our client is seeking a Regional Manager: Trust Services to oversee the delivery and administration of Trust-related products and services, ensuring alignment with strategic objectives and regulatory requirements. This is a high-impact role requiring leadership, risk oversight, and a strong...
-
Client Relationship Officer
1 week ago
Johannesburg Metropolitan Area, South Africa Warwick Wealth Full time R400 000 - R800 000 per yearWarwick Wealth is looking for a Client Relationship Officer (CRO) who is client centric, motivated and driven as well as detail orientated. This role first and foremost is responsible for following up and closing appointments with potential lump sum investment HNW/UHNW clients from our various qualified leads sources for our Wealth Specialists.Furthermore,...
-
Stakeholder Relationship Officer
1 week ago
Johannesburg, South Africa University of the Witwatersrand Full time-The Stakeholder Relationship Officer will be responsible for developing and maintaining strong relationships with key stakeholders, including customers, government agencies, other University entities and internal teams while maintaining the highest standards of quality in line with University requirements. The role involves understanding stakeholder needs,...
-
Digital Trust Leader
7 days ago
Johannesburg, South Africa SGS Full time**Company Description** SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 89,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. Serve as the local sponsor for SGS's digital trust portfolio,...
-
Relationship Officer
2 weeks ago
Johannesburg, South Africa Nedbank Full time**Requisition Details & Talent Acquisition Contact** - REQ 119541 - Thembi Mtshali**Career Stream** - Relationship Management **Job Family** - Sales And Services **Job Purpose** - To be the direct contact between the external customer and Nedbank to build and maintain relationships according to Nedbank customer and sales strategy. **Responsibilities**: -...
-
Financial Client Relationship Officer
1 week ago
Johannesburg, Gauteng, South Africa Status Full time R250 000 - R500 000 per yearWe are currently recruiting for a Financial Client Relationship Officer (Administrative Assistant) on behalf of our client, based in Melrose North, Johannesburg. The ideal candidate will have 1–3 years' experience in an administrative role within the financial services industry, along with 3–5 years' exposure to investments, sales, financial planning,...
-
Client Relationship Officer
5 days ago
Johannesburg, South Africa National Risk Managers (Pty) Ltd Full timeA Medical Insurance Company based in Benoni, Gauteng is looking for a Client Relationship Officer. The Client Relationship Officer will provide support, manage the client relationship and address any client issue that may arise. Assist with support to the members registered on our plans. **Key Responsible Areas** - Build relationships with the Employers -...
-
Digital Trust Leader
7 days ago
Woodmead, JOHANNESBURG, Province, South Africa SGS Full time R600 000 - R1 200 000 per yearCompany Description SGS is the world's leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 89,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. Job Description Serve as the local sponsor for SGS's digital trust...
-
Corporates, Trusts and Foundations Specialist
2 weeks ago
Johannesburg, South Africa Medecins Sans Frontieres South Africa Full time**About MSF** Doctors without Borders (MSF) is an international, independent, medical humanitarian organisation committed to provide medical assistance to people affected by armed conflict, epidemics, healthcare exclusion, natural and man-made disasters; and speaking out about the plight of the populations assisted. MSF assists people based only on need and...