Estate Planning Expert

3 weeks ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Estate Planning Opportunity

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

Key Responsibilities
  • Ensure compliance with legal requirements when establishing and structuring new trusts.
  • Coordinate the estate administration process, liaising with relevant teams.
  • Develop and draft personalized wills and estate plans for clients, offering strategic advice.
  • Build strong relationships with clients, providing ongoing fiduciary advisory services.
  • Stay informed on legislative and regulatory developments in trust and estate planning.
Requirements
  • Essential: LLB degree or other relevant academic qualification.
  • Minimum 5 years experience in fiduciary industry, with a proven track record in estate planning and trust management.


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