Trust Specialist

FNB South Africa; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution in Cape Town is seeking a Trust Specialist. The role involves providing professional service to customers, managing relationships with high net worth clients, and acquiring trust business to enhance asset value. Candidates must have over 5 years of trust administration experience and significant legal education. This position offers an opportunity to excel in a dynamic environment with a focus on client satisfaction and legislative expertise.

Qualifications

• 5+ years of trust administration experience is essential.
• Completed relevant degrees are required.
• Studying towards CFP and FPSA is advantageous.

Responsibilities

• Provide efficient and professional service to customers.
• Manage relationships with high net worth clients.
• Acquire Trust business to increase asset value.

Skills

Trust administration experience

Relationship management

Financial statement analysis

Education

LLB Degree

BCom Law

BCom Financial Planning

Job description

Job title: Trust Specialist

Job Location: Western Cape, Cape Town

Deadline: January 12, 2026

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Job Description

• To provide an efficient and professional service to customers

Responsibilities

Estate and Trust planning experience essential

Cultivate and manage relationships with high net worth client

Ability to accept Trusteeship

Analyse and interpret financial statements advantageous

Acquisition of Trust business, both internal and external to the FirstRand Group to increase the value of assets under administration.

Maintain expert knowledge on relevant legislative matters, industry best practices and provisions of proactive advice and solutions.

Cultivate and manage good working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.

Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.

Qualifications and experience required

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

End Date: December 17, 2025

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