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Fiduciary Consultant

1 month ago


Cape Town, South Africa SET Recruitment Consultants Full time

Senior Fiduciary Consultant

R800k - R900k

Cape Town

Brand new position with market leader in the Financial services and wealth space. This role specializes in advisory, fiduciary and financial management services to high-net-worth individuals and trusts (clients) with a specific focus on the clients’ needs and is individually accountable for achieving results through own efforts.

Key performance areas:

- Fiduciary Services
- Professional and independent trusteeship
- Wills, estate planning and estate administration
- Executorships and curatorships
- Personal and trust administration
- Tax
- Assistance and management of complex family matters both local and international
- Sign off on key decisions in relation to their client base is be required
- Management of 2 Estate specialists

Qualifications and experience
- Undergraduate degree (preferably commercial or legal); or admitted attorney
- From 7 to 10 years relevant/related experience
- Excellent stakeholder engagement/Relationship building skills