Senior Trust & Estate Planning Advisor

Absa Group; Gqeberha; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading African bank in Gqeberha seeks a professional to provide fiduciary advisory services focusing on estate planning and wealth management. The ideal candidate will have a law or taxation background, strong communication skills, and a commitment to client service. Responsibilities include advising high net worth clients, training bank staff, and ensuring compliance with legal requirements. This role offers an opportunity to contribute to the growth and success of the bank while delivering excellent service.

Qualifications

• Experience in fiduciary advisory services and estate planning required.
• Knowledge of tax implications and financial planning techniques is essential.
• Strong relationship-building skills with clients and stakeholders.

Responsibilities

• Provide fiduciary advisory services on estate planning and trusts.
• Manage stakeholder relationships and ensure compliance with regulations.
• Resolve customer complaints in a timely manner.

Skills

Estate Planning

Wealth Management

Technical Training

Stakeholder Management

Customer Service

Education

Bachelor's Degree: Law

Bachelor's Degree: Taxation

Job description

A leading African bank in Gqeberha seeks a professional to provide fiduciary advisory services focusing on estate planning and wealth management. The ideal candidate will have a law or taxation background, strong communication skills, and a commitment to client service. Responsibilities include advising high net worth clients, training bank staff, and ensuring compliance with legal requirements. This role offers an opportunity to contribute to the growth and success of the bank while delivering excellent service.