Trust Management Specialist

5 days ago


Sandton, South Africa The Recruitment Council Full time
About the Role
We are seeking a seasoned Fiduciary Specialist to join our team at The Recruitment Council. This is a rare opportunity to work with a leading provider of investment and wealth management services to high-net-worth individuals and families. As a Fiduciary Specialist, you will be responsible for delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions.

Responsibilities
Your key responsibilities will include managing and maintaining relationships with fiduciary clients, providing professional guidance tailored to their needs. You will also be responsible for:
  • Trusts Management: Providing expert advice on establishing new trusts and ensuring compliance with all legal and administrative requirements.
  • Client Relationships: Managing and maintaining relationships with fiduciary clients.
  • Wills & Estate Planning: Advising on and drafting comprehensive wills while also acting as an executor in client estates.

Requirements
To be successful in this role, you should have the following skills and qualifications:
  • Education: An LLB degree or a relevant academic qualification is essential; a tax qualification is advantageous.
  • Experience: At least 5 years of experience in the fiduciary industry.
  • Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous.

Benefits
This role offers a competitive salary range of $120,000 - $180,000 per annum, depending on experience, and a range of benefits including a generous bonus scheme, comprehensive training and development programs, and opportunities for career growth.

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