High-Net-Worth Client Advisor

14 hours ago


Sandton, South Africa The Recruitment Council Full time

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.

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  • 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:

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  • 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:

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  • 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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