Permanent Fiduciary Specialist | FirstRand Vacancies
Job Description
FirstRand Vacancies – Fiduciary Specialist
Location: South Africa
Company: FirstRand
Job Type: Permanent
Job Sector: Finance
Fiduciary Specialist – FirstRand
Job Description
To deliver comprehensive, tailored legacy planning solutions and advice to clients, optimizing their tax position, safeguarding assets, and ensuring seamless wealth transfer to beneficiaries.
Key Responsibilities
- Deliver exceptional service and refine processes to exceed client expectations.
- Manage and grow a client portfolio, identifying opportunities to acquire new clients and achieve revenue targets through estate and business succession planning services.
- Maintain expert knowledge of local fiduciary products and provide subject matter expertise.
- Enhance corporate visibility, drive market penetration, and conduct training to increase product awareness across business units.
- Ensure adherence to legislative, audit, and procedural compliance.
- Foster collaborative relationships with teams to drive innovation and operational efficiency.
- Provide proactive, client-centric solutions to deliver superior service.
- Identify and capitalize on revenue growth opportunities to meet business targets.
- Develop and maintain a robust professional network to expand business reach.
- Continuously self-assess performance, seek feedback, and pursue relevant training.
Application Details
Applications close on 23/07/25.
FirstRand is committed to Employment Equity principles and encourages candidates with disabilities to voluntarily disclose this information, which will remain confidential unless legally required otherwise.
FNB #LI-AM1
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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