Estate & Trust Planner for High-Net-Worth Clients

FNB South Africa; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution in Cape Town is seeking a Trust Specialist. The role involves providing professional service to customers, managing relationships with high net worth clients, and acquiring trust business to enhance asset value. Candidates must have over 5 years of trust administration experience and significant legal education. This position offers an opportunity to excel in a dynamic environment with a focus on client satisfaction and legislative expertise.

Qualifications

• 5+ years of trust administration experience is essential.
• Completed relevant degrees are required.
• Studying towards CFP and FPSA is advantageous.

Responsibilities

• Provide efficient and professional service to customers.
• Manage relationships with high net worth clients.
• Acquire Trust business to increase asset value.

Skills

Trust administration experience

Relationship management

Financial statement analysis

Education

LLB Degree

BCom Law

BCom Financial Planning

Job description

A leading financial institution in Cape Town is seeking a Trust Specialist. The role involves providing professional service to customers, managing relationships with high net worth clients, and acquiring trust business to enhance asset value. Candidates must have over 5 years of trust administration experience and significant legal education. This position offers an opportunity to excel in a dynamic environment with a focus on client satisfaction and legislative expertise.