Specialist: Legal & Advisory Trust

Absa Group; Umhlanga Rocks; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution in South Africa is seeking a professional in fiduciary advisory services. The role involves providing comprehensive estate planning and wealth management strategies, managing stakeholder relationships, and ensuring customer satisfaction. The ideal candidate will hold a Bachelor’s degree in Law or Taxation and have experience in fiduciary advisory services. The position offers an opportunity to contribute to a dynamic team focused on delivering excellent client value.

Qualifications

• FAIS and regulatory compliance training required.
• Relevant experience in fiduciary advisory services.

Responsibilities

• Assist clients with estate, retirement, and insurance planning.
• Build relationships with stakeholders for service delivery.
• Manage profitability and meet sales targets in advisory services.
• Provide professional client interactions and resolve complaints.
• Ensure compliance with regulatory and internal policies.

Skills

Estate planning

Wealth management

Stakeholder management

Customer service

Education

Bachelor's degree in Law or Taxation

Job description

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

With over 100 years of rich history and positioned as a local bank with regional and international expertise, 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 fiduciary end-to-end advisory services on estate planning, wealth management, formation and administration of trusts and companies, including planning for complex, cross-border assets for clients across various banking channels, aligned with Absa Trust's strategy. This includes training Bankers and Financial Advisors to deliver comprehensive client value propositions.

Job Description

Advisory Services: Assist high net worth clients and Bankers/Financial Advisers with fiduciary matters such as estate, retirement, and insurance planning, using Wealth Planning techniques and structuring vehicles. Support drafting of estate planning documents and ensure compliance with legal and regulatory standards. Provide technical training and support to internal teams, and contribute to strategic projects as part of the Centre of Excellence.

Stakeholder Management: Build strong relationships with internal and external stakeholders, including legal, compliance, and international partners, ensuring aligned and timely service delivery.

Revenue Generation: Manage the profitability of the advisory team, meet sales targets for wills and trusts, and ensure quality and compliance in all estate planning and trust creation activities.

Customer Service: Provide professional client interactions via various channels, resolve complaints within 24 hours, and maintain high standards of client satisfaction and service quality.

Compliance: Adhere to all regulatory and internal policies, complete mandatory training, and ensure risk management practices are followed.

Qualifications and Experience: Bachelor's degrees in Law or Taxation preferred, with FAIS and regulatory compliance training, and relevant experience in fiduciary advisory services.

Absa Bank Limited is an equal opportunity employer. Preference will be given to candidates from designated groups to promote diversity. The bank reserves the right not to fill the position.