Trustee Fiduciary Specialist C

7 days ago


Pretoria, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:

- To provide a holistic, customized legacy planning and business structuring solutions / advice across jurisdictions to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.**experience and qualifications**:

- Minimum qualification: Relevant Tertiary Qualification (preferably LLB, B.Com (Financial Planning), B. Com (Accounting) and CFP or HDip (Tax) or LLM
- Preferred qualification: Relevant Masters Qualification
- Minimum Experience Required: 7 years industry related experience of which 3 years spent in a fiduciary role in the banking industry as well as off shore fiduciary solution**additional requirements**:
**responsibilities**:

- Identify and implement on opportunities for revenue growth in order to deliver on targets.
- Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation.
- Build and maintain an effective network and pipeline for further expansion of business within area of accountability.
- Deliver exceptional customer service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations.
- Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness.
- Drive, position and promote the Global Wealth Solution offering and FNB philanthropy offering to clients.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Manage client portfolio and identify opportunities to expand customer base and acquire new clients. Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.



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