Fiduciary Specialist Lead

4 days ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Description

We are seeking a highly skilled Fiduciary Specialist to provide comprehensive fiduciary services to high-net-worth individuals, families, and institutions. The successful candidate will play a key role in estate planning, trust administration, will drafting, and acting as executor for client estates.

Key Responsibilities:
  • Advise clients on the establishment and structuring of new trusts, ensuring compliance with legal and administrative requirements.
  • Manage the ongoing administration of trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
  • Develop and draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
  • Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
  • Build and maintain strong relationships with clients, providing ongoing fiduciary advisory services.

Salary: $80,000 - $120,000 per annum, depending on experience and qualifications.



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