Fiduciary Advisor

5 days ago

Sandton, South Africa The Recruitment Council Full time
Role Overview
A Fiduciary Specialist is required by our client, a leading provider of investment and wealth management services to high-net-worth individuals and families. The successful candidate will be responsible for delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions.

Main Responsibilities
The role involves managing and maintaining relationships with fiduciary clients, providing professional guidance tailored to their needs. Key responsibilities include:
  • Trusts Management: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements.
  • Client Relationships: Manage and maintain relationships with fiduciary clients.
  • Wills & Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates.

Skills and Qualifications
To be successful in this role, the ideal candidate should possess 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.

Competencies and Personal Attributes
The successful candidate should demonstrate the following competencies and personal attributes:
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication abilities.
  • Ability to thrive in a high-net-worth, professional environment.
  • Exceptional client service orientation with a focus on building strong relationships.

Salary and Benefits
This is an exceptional opportunity for an experienced professional to excel in a challenging yet rewarding role within the fiduciary services sector. With a competitive salary range of $120,000 - $180,000 per annum, depending on experience, this role offers a lucrative compensation package and opportunities for career growth.

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