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Trust and Tams Specialist C
1 month ago
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 an efficient and professional service to customers.**experience and qualifications**:
- Minimum Qualification : Relevant Degree or Diploma
- Experience: 2 to 3 years relevant experience
- Person must not be an unrehabilitated insolvent**additional requirements**:
- 5+ years Fiduciary Experience - Qualification: Law Degree, Finance - Must have a sales element - Must be able to build relationships - Attract new clients - Managerial exposure - Maintaining high Networth clients and complex clients
**responsibilities**:
- Achieve total revenue targets by either growing of existing clients (optimising revenue opportunities) or by acquiring new clients
- Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
- Control revenue and costs in the Trust and Investment department to achieve the company cost to income ratio as set per product line budget, in line with company standards
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
- Identify and source additional assets and build a book of assets under management
- Acquisition of Trust business, both internal and external to the FirstRand Group in order to increase the value of assets under management and the scale of Group
- Manage & and administer investment portfolio
- Comply with governance in terms of legislative and audit requirements
- Identify and source additional assets and build a book of assets under management
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing
- Manage own development to increase own competencies