High-Net-Worth Client Advisor
14 hours ago
The Recruitment Council is seeking a knowledgeable Fiduciary Specialist to deliver expert fiduciary advice and services to high-net-worth clients. This challenging yet rewarding role involves managing and maintaining professional relationships with clients, providing tailored guidance and advice.
">- Deliver expert trust administration, wills drafting, estate planning, and tax solutions.
- Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs.
Key Responsibilities:
">- Establish and manage trusts, ensuring compliance with legal and administrative requirements.
- Act as an executor in client estates, supporting the estate administration team.
Skills and Qualifications:
">- Education: LLB degree or relevant academic qualification, tax qualification advantageous.
- Experience: At least 5 years of experience in the fiduciary industry, FPSA certification highly beneficial.
- Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous.
Estimated Salary Range: $100,000 - $150,000 per annum, depending on qualifications and experience.
About The Company: As a leading provider of fiduciary services, we offer a collaborative and supportive work environment where professionals can excel and build successful careers.
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