Manager, Fiduciary

Standard Bank Group; Gqeberha; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading Africa-focused financial services group is seeking a professional to secure new clients and provide fiduciary services like estate planning. The ideal candidate will have a legal degree and 5-7 years of experience in sales within the fiduciary field. Strong skills in articulating information and convincing clients are essential. This position is based in Gqeberha, Eastern Cape.

Qualifications

• Completed Matric.
• 5 - 7 years of previous experience in sales and service in the fiduciary field.

Responsibilities

• Secure new clients by interacting with key stakeholders.
• Provide fiduciary services including estate planning and trust deeds.

Skills

Articulating Information

Convincing People

Embracing Change

Establishing Rapport

Examining Information

Education

Legal Degree

Tools

Data Management

Email Monitoring

Job description

Overview

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description To secure new clients for the Company by interacting with key stakeholders within Standard Bank (i.e., SBFC and Liberty Financial Advisors) as well as Independent Financial Planners in order to assist with estate planning for their clients to grow the Fiduciary business. Provides a fiduciary service to targeted Personal Prestige, Private, Business and Commercial Banking clients, including estate planning, wills, trust deeds, business assurance.

Responsibilities

To secure new clients for the Company by interacting with key stakeholders within Standard Bank (i.e., SBFC and Liberty Financial Advisors) as well as Independent Financial Planners in order to assist with estate planning for their clients to grow the Fiduciary business. Provides a fiduciary service to targeted Personal Prestige, Private, Business and Commercial Banking clients, including estate planning, wills, trust deeds, business assurance.

Qualifications

• Completed Matric
• Legal Degree

Experience

• 5 - 7 years Previous experience Sales and Service in the Fiduciary field, client relationship roles and managing top tier stakeholders.

Behavioral Competencies

• Articulating Information
• Convincing People
• Embracing Change
• Establishing Rapport
• Examining Information

Technical Competencies

• Data Management (Administration)
• Email Monitoring
• Records and Archive Management
• Travel Arrangements
• Written Communication