Senior Trust & Estate Specialist

Firstrand Namibia Limited; Cape Town; On-site; ZAR 550 000 - 750 000; Full time

Job summary

A financial services company in Cape Town is seeking a Trust Specialist. The role involves managing relationships with high net worth clients while providing exceptional service and proactive solutions. Applicants should have extensive experience in trust administration, and a completed LLB, BCom Law, or BCom Financial Planning degree. Opportunities for networking and professional growth in a challenging environment are offered.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Professional growth as a fiduciary practitioner

Qualifications

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

Responsibilities

• Manage relationships with high net worth clients.
• Deliver exceptional service that exceeds customer expectations.
• Maintain expert knowledge on legislative matters and industry best practices.

Skills

Trust administration

Client relationship management

Data analysis

Financial statement interpretation

Education

LLB Degree

BCom Law

BCom Financial Planning

Studying towards CFP

Studying towards FPSA

Job description

A financial services company in Cape Town is seeking a Trust Specialist. The role involves managing relationships with high net worth clients while providing exceptional service and proactive solutions. Applicants should have extensive experience in trust administration, and a completed LLB, BCom Law, or BCom Financial Planning degree. Opportunities for networking and professional growth in a challenging environment are offered.