Relationship Manager Trust Services

7 months ago

Cape Town, South Africa Absa Bank Limited Full time

Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

To provide defined end-to-end relationship management services with stakeholders in respect of Legal Claims Trusts, which include Road Accident Fund Trusts and Medical Claims Trusts, to ensure the retention of existing clients (firms of attorneys, advocates and individual clients) as well as to secure new sources of business and accumulation of assets under management from these sources.

**Job Description**:
Accountability: Stakeholder Management and Customer Service
- Build strong relationships with existing book of attorney firms as clients, as well as with new firms of attorneys (new clients)
- Build strong relationships with individual clients in as far as initial consultation, hand over process from attorneys and needs analysis are concerned
- Build strong relationships with the Master of the High Court
- Build strong relationships with stakeholders at the Road Accident Fund
- Effectively communicate developments within areas of activity to all relevant stakeholders
- Liaise with various Business Unit Heads within Absa Group
- To liaise with Absa Trust Legal and Compliance to ensure alignment within Absa Trust in the areas of technical legal and compliance matters
- Deal (telephonically, electronically, written communication, correspondences, and face to face) with clients both internally and externally on a professional basis to ensure that a high standard of customer service is given
- Resolve customer complaints relating to the Fiduciary Industry (Wills, Trust and Estates) and ensure customer complaints are addressed and that the client is satisfied with the outcome within a period within 24 hours. Contact the client and ensure that the matter has been resolved.

Accountability: Advisory Services
- Provide technical training in the specialized area of Trust Services and ensure transfer of skills to the administrative staff
- Support technical interpretation and usage of Trust Services to legal fraternity
- To consult directly with clients regarding current and future client value propositions in respect of Legal Claims Trusts
- To provide expert inputs as required in strategic projects / initiatives, forming a key part of the Trust Services offering

Accountability: Generation of Assets Under Management / Administration
- Ensure personal new business targets are met after mutual agreement by Management on Legal Claims Trusts from existing and new sources of business (firms of attorneys)

Accountability: Marketing and Awareness
- Design marketing material and relating collateral in respect of Legal Claims Trusts in collaboration with the branch manager and General Manager: Trust Services
- Plan and arrange marketing events and seminars in collaboration with the WIMI marketing team, the branch manager and the General Manager: Trust Services
- Promote and drive the awareness of Legal Claims Trusts within the legal fraternity (attorneys and advocates) by making use of all the promotional and marketing material relating to Trust Services and by presenting the concept to the legal fraternity at client events and seminars

Accountability: Compliance
- Adhere to ABSA compliance requirements and industry related legislations in order to maintain a high standard of service.
- Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions.
- Complete all compulsory compliance and legislation training within the required timeframes as prescribed by Absa Risk.
- Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions etc.

Experience

Three years' experience in the Fiduciary Industry or Legal Fraternity Equivalent

Three years' experience in the Sales and Marketing industry or equivalent.

Additional: One year experience in managing people.

**Qualifications**:
B-degree in Law (B Proc/B Juris/LLB)

BCom Degree in Financial Planning

Commercial Degree or equivalent NQF6 qualification or higher

Additional: Advanced Certificate in Trust and Estate administration or Tax Law.

Education

Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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