Fiduciary Specialist

FirstRand Bank India; Durban; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Opportunities to network andCollaborat

Challenging working environment

Opportunities to innovate

Job summary

FirstRand Bank India is seeking a fiduciary specialist to provide holistic legacy planning advice aimed at optimising tax positions and asset protection, ensuring smooth asset transfer to heirs.

You will manage client portfolios, identify opportunities to expand the customer base, and drive revenue from estate and succession planning. Collaboration across teams and compliance with regulations are essential.

Qualifications

• LLB or BCom Financial Planning or similar required; CFP® designation and PGDip in Tax preferred.
• 5+ years industry-related experience.

Responsibilities

• Provide holistic legacy planning advice to optimise tax position, asset protection and smooth transfer to heirs.
• Manage client portfolios and identify opportunities to expand the customer base; drive revenue via estate and business succession plan drafting.
• Provide subject matter expertise on local financial products.
• Promote corporate image, drive market penetration and train other units to raise product awareness.
• Ensure compliance with legislative and audit requirements and adhere to processes.
• Build cross-functional relationships to improve delivery, collaboration and innovation.
• Deliver exceptional customer service and identify revenue growth opportunities to meet targets.
• Develop and maintain a network and pipeline for business expansion within area of accountability.
• Continuously assess performance and seek training when appropriate.

Education

LLB or BCom Financial Planning or similar

PGDip in Financial Planning

CFP® designation

PGDip in Tax

Job description

Job Description

To provide a holistic, customised legacy planning solution / advice to
clients in order to optimize their tax position, asset protection and
ensure the smooth transition of their assets to relevant heirs after
passing.

Hello Future Fiduciary Specialist

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 team in FNB Private Banking and Advisory , you will be surrounded by unique talents, 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.

Are you someone who can:

• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
• Manage client portfolio and identify opportunities to expand customer base and acquire new clients. Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting
• Provide subject matter expertise and maintain expert knowledge on specific local products
• Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation
• Deliver exceptional customer service that exceeds customers’ expectations through proactive, innovative and appropriate solutions Identify and implement on opportunities for revenue growth in order to deliver on targets
• Build and maintain an effective network and pipeline for further expansion of business within area of accountability
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate

You will be an ideal candidate if you:

• LLB or BCom Financial Planning or similar, PGDip in Financial Planning and CFP® designation. Preference will be given to candidates who also have a PGDip in Tax
• 5 years or more industry related experience

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:

• Adaptable and curious
• Analyse complex data sets
• Thrive in a collaborative environment

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

#Post

#FNB

#LI-AM1

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

14/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.