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- shapiro shaik defries and associatesRandburg, Gauteng
- Client relationship management: 3 years (Required).
- Strong stakeholder engagement and relationship-building and networking skills.
- Land Bank CareersBethlehem, Free State
- Provide feedback to the line manager on progress and specific problem areas.
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- SanlamCape Town, Western Cape
- This is essentially a client service role that requires strong relationship building and team management skills.
- Customer Service - Level 7 - Optimisation.
- SanlamCape Town, Western Cape
- This is essentially a client service role that requires strong relationship building and team management skills.
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- CipherWaveJohannesburg, Gauteng
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- NedbankBloemfontein, Free State
- Demonstrate an understanding of risk parameters by managing client relationships according to credit principles.
- Relevant software and systems knowledge.
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- Clicks Group LimitedWoodmead, Gauteng
- The CRM & Loyalty Manager is responsible for developing and executing Sorbet’s customer relationship and loyalty strategy across all brands.
- MintelCape Town, Western Cape
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- BSZAS - SOUTH AFRICA SALESJohannesburg, Gauteng
- The incumbent in this role will be responsible for building sustainable relationships with existing customers and forming sustainable relationships with new…
- PERNOD RICARD SOUTH AFRICA PTY LTDDurban, KwaZulu-Natal
- Productive relationships with internal and external stakeholders maintained.
- Build relationships with customers and re-distributors.
- DLK GroupPinelands, Western Cape 7450
- Provide clear pipeline, relationship-health and account-performance reporting to leadership.
- DLK Group is seeking an experienced Client Engagement Manager to…
- Palo Alto NetworksSandton, Gauteng
- Cultivate relationships with our channel partners to bring channel-centric go-to-market approach for our customers.
- HoustCape Town, Western Cape
- Commercial Growth: Identify opportunities to grow partner relationships, improve performance and increase revenue.
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- DeloitteMidrand, Gauteng
- Experience developing and expanding senior client relationships.
- Developing business through alliance or ecosystem relationships.
- Skyray VenturesHome Based
- Strong interpersonal and relationship-building abilities.
- We are open to candidates with experience in *Appointment Setting, Triaging, SDR, BDR, Lead…
- First Technology Pty LtdMidrand, Gauteng
- Build strong, trusted relationships with key stakeholders and decision-makers.
- Ability to manage multiple customer relationships while maintaining a high level…
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Trust Specialist
FirstRand
·
4.0
Cape Town, Western Cape
Full-time
Trust Specialist
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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