Senior Trust & Estate Specialist

Wesbank; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial institution is seeking an experienced Trust Specialist in Cape Town to provide exceptional service in trust administration. The ideal candidate will have over 5 years of experience and relevant qualifications like an LLB or BCom in Law or Financial Planning. This role involves managing relationships with high net worth clients and acquiring trust business, while excelling in a dynamic environment that encourages curiosity and innovation. Opportunities for professional growth and collaboration are available.

Benefits

Networking opportunities

Challenging working environment

Innovation opportunities

Professional growth as a fiduciary practitioner

Qualifications

• 5+ years of trust administration experience.
• Completed LLB Degree, BCom Law or BCom Financial Planning.
• Studying towards CFP and FPSA is advantageous.

Responsibilities

• Manage relationships with high net worth clients.
• Deliver exceptional service exceeding customer expectations.
• Acquire Trust business internally and externally.

Skills

Trust administration experience

Relationship management

Financial analysis

Trusteeship acceptance

Stakeholder relationship cultivation

Education

LLB Degree

BCom Law

BCom Financial Planning

CFP and FPSA studying

Job description

A financial institution is seeking an experienced Trust Specialist in Cape Town to provide exceptional service in trust administration. The ideal candidate will have over 5 years of experience and relevant qualifications like an LLB or BCom in Law or Financial Planning. This role involves managing relationships with high net worth clients and acquiring trust business, while excelling in a dynamic environment that encourages curiosity and innovation. Opportunities for professional growth and collaboration are available.