Fiduciary Specialist

FirstRand Bank India; Johannesburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

FirstRand Group is seeking a Fiduciary Specialist within FNB Private Banking and Advisory in Johannesburg. You will provide comprehensive fiduciary solutions, including legacy planning and business structuring, while ensuring compliance and high integrity across jurisdictions.

You will manage client portfolios, expand the client base through advisory charges, and deliver expert guidance on estate and succession planning.

Qualifications

• LLB or BCom Financial Planning or similar, PGDip in Financial Planning and CFP designation.
• Preference for PGDip in Tax.
• 5+ years industry experience.

Responsibilities

• Manage client portfolio and identify opportunities to expand customer base and acquire new clients.
• Provide subject matter expertise and maintain knowledge on local products.
• Drive corporate image and market penetration and provide training to other units to increase product awareness.
• Ensure compliance with legislative and audit requirements and adhere to processes.
• Build relationships across teams to enhance delivery, collaboration and innovation.
• Identify opportunities for revenue growth to meet targets.

Skills

Adaptable and curious

Analytical mindset

Collaborative work

Education

LLB or BCom Financial Planning or similar

PGDip in Financial Planning

CFP designation

PGDip in Tax

Job description

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

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.

Important Closing Date Note

04/11/26

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.