Trustee Fiduciary Specialist at FNB South Africa

To provide a holistic, customised legacy planning solution / advice across jurisdictions to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.

   Responsibilities

• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
• Identify and implement on opportunities for revenue growth in order to deliver on targets
• Build and maintain an effective network and pipeline for further expansion of business within area of accountability
• Provide new appropriate business opportunities across the business to clients
• Provide subject matter expertise
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate
• Actively coach team through providing advice about subject matter, solutions, principles and processes, and personal progression with the aim to improve performance
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Compile reports that track progress and guide business to make informed decisions

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Qualifications and Experience

• Minimum Qualification: Relevant Diploma in Taxation
• Preferred Qualification:  Relevant Degree in Taxation or Certified Financial Planner.
• Experience: 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Minimum of 3 years estate planning experience with significant offshore exposure