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  • Posted: Jan 1, 1970
    Deadline: Not specified
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  • In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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    Trustee Fiduciary Specialist

    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

    Method of Application

    Interested and qualified? Go to FNB South Africa on www.linkedin.com to applyInterested and qualified candidates should apply using the Apply Now button below.
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