Fiduciary Specialist II at FirstRand Group

Job Description

To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing

• Build and maintain an effective network and pipeline for further expansion of business within area of accountability  
• Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness 
• Drive, position and promote the Global Wealth Solution offering and FNB offering to clients 
• Ensure compliance to legislative and audit requirements and adherence
• Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting
• Achieve revenue growth and optimise opportunities for the bigger group through actively managing a client portfolio
• Acquire new clients through driving an increase in take on of corporate trustee growth, wills, Power of attorney estates
• Source and refer leads through client interactions
• Drive and promote corporate image and market penetration through writing and publishing articles and presenting at client functions
• Provide training, presentations to other business units to increase awareness of our offering and products, value propositions
• Drive and promote the Global Wealth Solution offering and specifically position FNB International Trustees value proposition and facilitate the on-boarding of offshore structures
• Share tax information as approved by Group Tax with clients and involve a Tax specialist where required
• Position the FNB Philanthropy offering to clients and facilitate the on-boarding process where required