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Trust Specialist
FirstRand
·
4.0
Cape Town, Western Cape
Full-time

Job details

Pay information not provided
Full-time
Cape Town, Western Cape

Full job description

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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change
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
You will have access to:
  • 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
Are you interested to take the step? We look forward to engaging with you further. Apply now!
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. 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.
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Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
16/12/25
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.
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