Job Description

• To provide an efficient and professional service to customers

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

End Date: December 17, 2025