Executive Fiduciary Leader
18 hours ago
About Us:
The Recruitment Council is a leading provider of professional services, and we are currently seeking an exceptional Fiduciary Professional to lead and grow our high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary division as a market leader.
Salary Estimate: R1,200,000 - R1,500,000 per annum, depending on experience.
About the Role:
This is an exceptional opportunity for a seasoned fiduciary professional to take on a strategic leadership role. The successful candidate will be responsible for developing and implementing the fiduciary business plan, standardizing offerings across regions, and establishing competitive market positioning. They will also drive the development of marketing strategies and initiatives to promote services, foster partnerships with stakeholders, and deliver expert fiduciary services to clients and advisors.
Key Responsibilities:
- Develop and implement the fiduciary business plan with clear objectives and measurable success indicators.
- Standardize fiduciary offerings across regions and establish competitive market positioning.
- Drive the development of marketing strategies and initiatives to promote services.
- Foster partnerships with stakeholders to capitalize on business growth opportunities.
- Provide expert fiduciary services, including estate planning, will drafting, and trust structuring.
- 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 estate planning.
- Strong knowledge of FAIS and fiduciary regulatory frameworks.
- Proven skills in relationship management, sales, risk management, and team leadership.
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