Specialist: Legal & Advisory Trust

1087 Absa Trust Limited; South Africa; Hybrid; ZAR 550,000 - 750,000; Full time

Job summary

A leading financial services group is seeking a Specialist: Legal & Advisory Trust. The role involves providing fiduciary advisory services in estate planning and wealth management for high net-worth clients. Candidates should have a Bachelor's Degree in Law or Taxation and relevant qualifications. This position offers a hybrid work model, blending on-site and remote work.

Qualifications

• Bachelor's Degree in Law or Taxation required.
• FSCA-Approved Qualification and Regulatory Exam (RE5) essential.
• Ongoing professional development expected.

Responsibilities

• Assist clients with estate, retirement, and insurance planning.
• Build relationships with internal and external stakeholders.
• Manage profitability and meet sales targets.
• Handle client communications and resolve complaints.
• Adhere to legal and regulatory standards.

Skills

Estate planning

Wealth management

Compliance

Stakeholder management

Customer service

Education

Bachelor's Degree in Law or Taxation

FSCA-Approved Qualification

Regulatory Exam (RE5)

Job description

Specialist: Legal & Advisory Trust

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Location: Umhlanga | Type: Full-time | Remote: Hybrid | Posted: Yesterday | Application deadline: August 8, 2025

About Us

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

With over 100 years of rich history, Absa is a proud African group offering regional and international expertise. Join us to be part of our exciting growth journey and help shape our future.

Job Summary

Provide fiduciary end-to-end advisory services on estate planning, wealth management, trusts, and company formation and administration for high net-worth clients across various banking channels, aligned with Absa Trust's strategy. Train bankers and financial advisors to deliver comprehensive client value.

Key Responsibilities

1. Advisory Services: Assist clients with estate, retirement, and insurance planning; support in wealth structuring and drafting estate documents; provide legal, tax, and financial planning advice; deliver technical training; support strategic projects.
2. Stakeholder Management: Build relationships with internal and external stakeholders; ensure compliance and alignment with legal and tax standards; liaise with international partners.
3. Revenue Generation: Manage profitability and meet sales targets for wills, trusts, and estate planning products; oversee application processing, document filing, and client onboarding.
4. Customer Service: Handle client communications, resolve complaints within 24 hours, and maintain high service standards.
5. Compliance: Adhere to legal, regulatory, and internal policies; complete required training; ensure risk management practices.

Qualifications

Bachelor's Degree in Law or Taxation; FSCA-Approved Qualification; Regulatory Exam (RE5); ongoing professional development; integrity and good standing.

Additional Information

Absa is an equal opportunity employer. We reserve the right not to fill the position if suitable candidates are not found.

About Absa

Absa Group Limited is one of Africa’s largest financial services groups, listed on the Johannesburg Stock Exchange, with operations across the continent and beyond.