Trust Specialist

2 weeks ago


Port Elizabeth, South Africa FirstRand Full time

Job Description

To provide an efficient and professional service to customers

Hello Trust Administrator

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen

As part of our Fiduciary team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

Responsibilities:

- Estate and Trust planning experience essential
- Cultivate and manage relationships with client
- Analyse and interpret financial statements advantageous
- Acquisition of Trust business, both internal and external to the FirstRand Group to increase the value of assets under management and the scale of Group.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.

Qualifications and experience required:

- 5+ trust administration experience
- Completed LLB Degree, BCom Law or BCom Financial Planning
- Studying towards CFP and FPSA advantageous

You will have access to:

- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate

We can be a match if you are:

- An experienced professional
- Adaptable and curious
- Able to analyse complex data sets
- Thrive in collaborative

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

post

fnb

LI-LK1

Job Details

05/01/25


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