Senior Trust Specialist
18 hours ago
About Us:
The Recruitment Council is a leading provider of professional services, and we are seeking an experienced Trust Specialist to join our team. In this role, you will be responsible for managing trust relationships, providing expert advice on trust matters, and collaborating with advisors and portfolio managers to identify and support new business opportunities.
Salary Estimate: R900,000 - R1,300,000 per annum, depending on experience.
About the Role:
This is an exciting opportunity for a seasoned fiduciary professional to take on a key role in our trust team. The successful candidate will be responsible for managing trust relationships, providing expert advice on trust matters, and collaborating with advisors and portfolio managers to identify and support new business opportunities. They will also be responsible for delivering presentations to clients, intermediaries, and internal teams to promote fiduciary value.
Key Responsibilities:
- Manage trust relationships with clear objectives and measurable success indicators.
- Provide expert advice to clients on trust matters.
- Collaborate with advisors and portfolio managers to identify and support new business opportunities.
- Deliver presentations to clients, intermediaries, and internal teams to promote fiduciary value.
Requirements:
- Relevant tertiary qualification (e.g., BCom Law, LLB, BProc).
- CFP designation (advantageous).
- 5+ years of experience in fiduciary services with a focus on trust management.
- Strong knowledge of FAIS and fiduciary regulatory frameworks.
- Proven skills in relationship management, sales, risk management, and team leadership.
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