Fiduciary Specialist

Fnb South Africa; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in Gauteng is seeking a professional to deliver customized legacy planning solutions to clients. The role involves managing client portfolios, expanding the customer base, and ensuring exceptional service delivery. Candidates must possess strong expertise in local products and compliance with legislative requirements. The position offers the opportunity for growth within a supportive environment focused on meeting customer expectations.

Qualifications

• Holistic approach to legacy planning and tax optimization.
• Ability to provide customized advice and manage client portfolios.
• Strong knowledge of local products and compliance regulations.

Responsibilities

• Provide tailored legacy planning solutions to clients.
• Manage client portfolio, expand customer base, and meet revenue targets.
• Deliver exceptional customer service and build effective networks.

Job description

Job Description

Provide a holistic, customised legacy planning solution / advice to clients to optimise their tax position, asset protection and ensure a smooth transition of assets to relevant heirs after passing.

Responsibilities

• 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 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.

Application Deadline

12 / 12 / 25

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.