Fiduciary Specialist

Firstrand Bank Limited; Gauteng; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services company in Gauteng is seeking a professional to provide customized legacy planning solutions. The candidate will manage client portfolios and ensure compliance with relevant processes while aiming for revenue targets and exceptional customer service. This role demands strong communication skills and a focus on client relationships.

Qualifications

• Experience in providing customized financial solutions.
• Ability to manage a client portfolio effectively.
• Expert knowledge of local products related to legacy planning.

Responsibilities

• Provide holistic legacy planning advice to clients.
• Manage and expand client portfolio.
• Ensure compliance with legislative and audit requirements.
• Identify opportunities for revenue growth.

Skills

Client relationship management

Tax optimization

Business development

Compliance knowledge

Excellent communication

Job description

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.Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectationsManage 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 draftingProvide subject matter expertise and maintain expert knowledge on specific local productsDrive and promote corporate image and market penetration and provide training to other business units to increase product awarenessEnsure compliance to legislative and audit requirements and adherence to relevant processesBuild working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovationDeliver exceptional customer service that exceeds customers' expectations through proactive, innovative and appropriate solutionsIdentify and implement on opportunities for revenue growth in order to deliver on targetsBuild and maintain an effective network and pipeline for further expansion of business within area of accountabilityContinuously assess own performance, seek timely and clear feedback and request training where appropriateTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.27 / 10 / 25All 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.