Specialist: Legal & Advisory (FAIS)

Absa Group; Cape Town; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A leading African banking institution is seeking a professional to deliver fiduciary advisory services for estate planning and wealth management. The role involves direct client consultation, stakeholder relationship building, and ensuring compliance and profitability. Candidates should have relevant degrees in law and taxation, along with necessary regulatory certifications. This position offers an opportunity to contribute to high-net-worth client services in a dynamic environment.

Qualifications

• Proven experience in providing fiduciary services to High Net Worth clients.
• Strong understanding of estate, retirement, and insurance planning.
• Relevant FAIS and regulatory certifications including RE5.

Responsibilities

• Provide comprehensive fiduciary advisory services.
• Build relationships with internal and external stakeholders.
• Manage profitability and ensure compliance in client documentation.
• Maintain high standards of customer service and resolve complaints.

Skills

Fiduciary advisory services

Wealth management

Estate planning

Stakeholder management

Client relationship building

Education

Bachelor's degree in Law

Bachelor's degree in Taxation

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and a strong regional and international presence, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To provide comprehensive fiduciary advisory services on estate planning, wealth management, and the formation and administration of trusts and companies, including cross-border assets, to clients across various banking channels, aligned with Absa’s Non-Banking Financial Services strategy. This includes training Bankers and Financial Advisers to deliver value to clients.

Job Description

Advisory Services: Assist in providing fiduciary services to High Net Worth clients, including estate, retirement, and insurance planning, supporting the use of wealth planning techniques and structuring vehicles, and drafting estate planning documents. Consult directly with clients and liaise with Bankers and Advisers to ensure client needs are met. Provide technical training and support on wealth planning and legal matters. Contribute to strategic projects and share expertise within the team.

Stakeholder Management: Build strong relationships with internal and external stakeholders, including legal and compliance teams, and international partners. Ensure effective communication and service delivery.

Revenue Generation: Manage the profitability of the advisory team, monitor sales targets for wills and trusts, and ensure quality and compliance in all client-related documentation and processes. Promote safe custody of wills and ensure legal requirements are met.

Customer Service: Maintain high standards of client interaction, resolve complaints promptly, and foster positive relationships across all channels. Drive a professional service culture and ensure timely delivery of services.

Compliance: Follow all regulatory and internal policies, complete required training, and adhere to risk management standards.

Qualifications: Bachelor's degrees in Law and Taxation. Relevant FAIS and regulatory certifications, including FSCA-approved qualification, RE5 exam, and ongoing professional development.

Absa Bank Limited is committed to diversity and equal opportunity employment. We reserve the right to withdraw or modify the vacancy at our discretion.