Trust Specialist

Wesbank; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial institution is seeking an experienced Trust Specialist in Cape Town to provide exceptional service in trust administration. The ideal candidate will have over 5 years of experience and relevant qualifications like an LLB or BCom in Law or Financial Planning. This role involves managing relationships with high net worth clients and acquiring trust business, while excelling in a dynamic environment that encourages curiosity and innovation. Opportunities for professional growth and collaboration are available.

Benefits

Networking opportunities

Challenging working environment

Innovation opportunities

Professional growth as a fiduciary practitioner

Qualifications

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

Responsibilities

• Manage relationships with high net worth clients.
• Deliver exceptional service exceeding customer expectations.
• Acquire Trust business internally and externally.

Skills

Trust administration experience

Relationship management

Financial analysis

Trusteeship acceptance

Stakeholder relationship cultivation

Education

LLB Degree

BCom Law

BCom Financial Planning

CFP and FPSA studying

Job description

Trust Specialistlocations : Cape Towntime type : Full timeposted on : Posted Todaytime left to apply : End Date : December 17, (7 days left to apply)job requisition id : R

Job Description To provide an efficient and professional service to customers Hello Trust Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Fiduciary team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

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

Benefits

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate
• To grow your expertise as a fiduciary practitioner

We Can Be a Match If You Are

• An experienced professional
• Adaptable and curious
• Able to analyse complex data sets
• Thrive in collaborative

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via .