Current jobs related to Fiduciary Consultant - Cape Town - SET Recruitment Consultants
-
Fiduciary Wealth Strategist
3 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeNedbank seeks an experienced Fiduciary Wealth Strategist to join our team. As a Technical Advisory Expert, you will provide comprehensive fiduciary advisory technical support to wealth managers and other areas of our business. Your key responsibilities will include designing and building estate planning capabilities, contributing to the Centre of Excellence...
-
Fiduciary Business Consultant
2 days ago
Cape Town, Western Cape, South Africa NedBank Full timeJob PurposeThe purpose of this role is to deliver trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy. To administer a portfolio of trusts, of varying nature and complexity for the purpose of generating fees and contributing to the Client Value...
-
Fiduciary Portfolio Oversight Specialist
2 weeks ago
Cape Town, South Africa FirstRand Full timeJob Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders - Deliver against operational and cost targets. - Prioritize resource allocation to minimize and reduce wastage. - Monitor costs for the financial year according to the operational plan. - Allocates and approves...
-
Sales Consultant
2 weeks ago
Cape Town, South Africa Online Wills Pty Ltd trading as QuickWill Full time**Join Our Dynamic Team: Sales Consultant - Digital Wills and Estates** Are you a results-driven individual with a passion for sales and a background in the financial industry? We’re on the lookout for a talented Sales Consultant to join our fast-growing start-up in the heart of Cape Town, South Africa, revolutionizing the digital wills and estates...
-
Wealth Structuring Advisor
3 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeNedbank is seeking a highly experienced Fiduciary Wealth Strategist to join our team. As a Technical Advisory Expert, you will be responsible for providing comprehensive fiduciary advisory technical support to wealth managers and other areas of our business. Your key responsibilities will include designing and building estate planning capabilities,...
-
Regulatory Affairs Officer
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Description:We are looking for a highly motivated Compliance Officer to join our team. The successful candidate will be responsible for supporting the implementation of risk and compliance policies and procedures, ensuring that our company adheres to relevant laws and regulations.The role involves reviewing client advisory and investment implementation...
-
Compliance Officer
6 days ago
Cape Town, South Africa CA Financial Appointments Full timeMy client, a boutique Wealth Management firm is looking for a Compliance Officer to join their team. This role is responsible for the compliance support and implementation of risk and compliance policies and procedures for the company. **Responsibilities**: - Compliance reporting on behalf of business unit; internal and external (statutory) requirements -...
-
Estate Planning Specialist
3 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeThe successful candidate will have a strong background in fiduciary advisory services and experience working in the wealth management or private wealth environment. As a Wealth Structuring Advisor, your key responsibilities will include designing and building estate planning capabilities, contributing to the Centre of Excellence work, and training...
-
US Tax Consultant
2 days ago
Cape Town, Western Cape, South Africa Exclusively Remote Full timeAbout the JobA leading Exclusively Remote CPA/Business Management Firm is seeking a skilled Senior Level USA Tax Accountant to join their team.The ideal candidate will have significant experience with USA taxation, excellent verbal and written communication skills, and strong organizational abilities.Key Responsibilities:Maintain and manage assigned client...
-
Sales Development Representative
4 weeks ago
Cape Town, South Africa WEBLY Full time**BUSINESS DEVELOPMENT REPRESENTATIVE** **LOCATION**: REMOTE **POSITION** **OVERVIEW**: We are looking for a few setters for our software company in the financial industry! We target financial Advisors / Wealth Managers / and fiduciaries who are in growth mode. **RESPONSIBILITIES** - Identify and target potential clients through cold calling, networking,...
-
Inside Sales Representative
4 weeks ago
Cape Town, South Africa WEBLY Full time**BUSINESS DEVELOPMENT REPRESENTATIVE** **LOCATION**: REMOTE **POSITION** **OVERVIEW**: We are looking for a few setters for our software company in the financial industry! We target financial Advisors / Wealth Managers / and fiduciaries who are in growth mode. **RESPONSIBILITIES** - Identify and target potential clients through cold calling, networking,...
-
Risk Management Professional
2 days ago
Cape Town, Western Cape, South Africa InspHired Recruitment Solutions Full timeDuties & ResponsibilitiesConduct thorough compliance reporting for both internal and external stakeholders, ensuring transparency and accuracy.Monitor and review legislative changes, providing recommendations to enhance our risk control and operational procedures.Develop and maintain comprehensive documentation of relevant processes and procedures, ensuring...
-
Technical Advisory Expert
3 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeWe are looking for an experienced Estate Planning Specialist to join our team at Nedbank. As a Technical Advisory Expert, your primary responsibility will be to provide day-to-day fiduciary advisory technical support to wealth managers and other areas of our business. You will design and build estate planning capabilities, contribute to the Centre of...
-
Client Services Administrator
4 weeks ago
Cape Town, South Africa Call Centre Staffing Full timeOur client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...
-
Client Services Administrator
3 weeks ago
Cape Town, South Africa Call Centre Staffing Full timeOur client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...
-
Legal Personal Assistant
3 weeks ago
Cape Town, South Africa Dante Personnel Full timeWestern Cape, Cape Town - CBD - (Market related, Negotiable) **LEGAL PERSONAL ASSISTANT needed for well-established firm in the CBD - Cape Town** **Salary will be based on skill and experience** **Minimum requirements**: - Matric is essential - Beneficial: A post-matric qualification ( Paralegal diploma/Estate administration certificate ) - Beneficial:...
-
Career Consultant
3 days ago
Cape Town, Western Cape, South Africa Trending Talent Solutions Full timeAbout Momentum Financial Planning">Momentum Financial Planning is a dynamic organization dedicated to building and protecting clients' financial dreams. We strive to make a positive difference in people's lives by providing expert advice through sound financial planning. Our comprehensive range of solutions includes traditional life insurance, risk and...
-
Relationship Manager Trust Services
4 weeks ago
Cape Town, South Africa Absa Bank Limited Full timeEmpowering 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...
-
Financial Planning Expert
2 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob Overview:We are seeking a highly skilled Financial Planning Expert to join our team at Set Consulting. As a key member of our wealth management business, you will play a crucial role in expanding our client base and delivering exceptional financial planning services.Main Responsibilities:Clients Acquisition: Identify new business opportunities, build...
-
Senior Compliance Specialist
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Title: Senior Compliance SpecialistCompany Overview:CA Financial Appointments is seeking a highly skilled Senior Compliance Specialist to join our team in Cape Town. This role plays a critical part in ensuring that our clients adhere to regulatory requirements and maintain a strong compliance framework.Key Responsibilities:Compliance Reporting: Provide...
Fiduciary Consultant
1 month ago
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