Fiduciary Specialist

RMB; Johannesburg; On-site; ZAR 549,000 - 658,000; Full time

Job summary

FNB Private Banking and Advisory in Johannesburg seeks a Fiduciary Specialist to provide comprehensive fiduciary solutions including legacy planning and cross-jurisdictional wealth transfer. You will develop tax-efficient strategies, ensure regulatory compliance, and work with internal and external stakeholders to implement client-focused wealth solutions.

The ideal candidate has an LLB or BCom Financial Planning, a CFP designation, and several years of related experience in private banking and

Qualifications

• LLB or BCom Financial Planning or similar and CFP designation.
• PGDip in Financial Planning preferred.
• PGDip in Tax would be advantageous.

Responsibilities

• Manage client portfolio and identify opportunities to expand client base.
• Provide fiduciary planning and tax-efficient strategies across jurisdictions.
• Ensure compliance with legal, tax and regulatory frameworks and internal policies.
• Collaborate with stakeholders to implement solutions and wealth transfer planning.
• Deliver high-quality client service and maintain professional integrity.

Skills

Client portfolio management

Tax planning

Regulatory compliance

Financial analysis

Stakeholder collaboration

Education

LLB or BCom Financial Planning

PGDip in Financial Planning

CFP designation

PGDip in Tax

Job description

Fiduciary SpecialistBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Fiduciary SpecialistApply: Johannesburg: Durban: Full time: Posted Today: End Date: November 4, 2026 (7 days left to apply): R54061# **Job Description**Provide comprehensive, customised fiduciary solutions to clients, including legacy planning and business structuring across multiple jurisdictions. Deliver expert advice to optimize tax efficiency, protect assets, and ensure seamless wealth transfer to designated heirs. Interpret and apply complex legal, tax, and regulatory frameworks to develop tailored strategies that meet client objectives. Collaborate with internal and external stakeholders to implement solutions effectively, while maintaining compliance and high standards of professional integrity.**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* undefined **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 **Apply now if you are interested in taking the next step. We look forward to engaging with you!** 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.**04/11/26All 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.