Fiduciary Specialist Ii

2 weeks ago

Cape Town, South Africa FirstRand Full time

Job Description

To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing
- Build and maintain an effective network and pipeline for further expansion of business within area of accountability
- Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness
- Drive, position and promote the Global Wealth Solution offering and FNB offering to clients
- Ensure compliance to legislative and audit requirements and adherence
- Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting
- Achieve revenue growth and optimise opportunities for the bigger group through actively managing a client portfolio
- Acquire new clients through driving an increase in take on of corporate trustee growth, wills, Power of attorney estates
- Source and refer leads through client interactions
- Drive and promote corporate image and market penetration through writing and publishing articles and presenting at client functions
- Provide training, presentations to other business units to increase awareness of our offering and products, value propositions
- Drive and promote the Global Wealth Solution offering and specifically position FNB International Trustees value proposition and facilitate the on-boarding of offshore structures
- Share tax information as approved by Group Tax with clients and involve a Tax specialist where required
- Position the FNB Philanthropy offering to clients and facilitate the on-boarding process where required

Job Details

Application Closing Date

30/01/24

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