Fiduciary Advisor
5 days ago
The Recruitment Council is seeking a highly skilled Fiduciary Advisor to join their team. As a key member of the organization, you will be responsible for providing expert fiduciary advice and services to high-net-worth individuals, families, and select institutions.
Key Responsibilities:- Trusts Management: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements in collaboration with Fiduciary Administrators.
- Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs.
- Wills & Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates, with support from the estate administration team.
Salary Estimate: $120,000 - $180,000 per annum, depending on experience.
Requirements:
- LLB degree or relevant academic qualification
- At least 5 years of experience in the fiduciary industry
- FPSA certification or equivalent knowledge and experience
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