Bank Windhoek is recruiting an Estate Specialist, in Windhoek, Namibia.
Description
- Responsible for the execution of Estates in line with the Bank’s policies, procedures and regulations of the Estate Act 66 of 1965
- Further responsible for financial management of estate accounts and interpretation of Wills according to the Wills Act 7/1953
Duties
- Administration of Estates:
- Execution of Estates in line with the Bank’s policies and procedures as well as the regulations of the Estate Act 66 of 1965
- Interpretation and application of the Wills Act 7/1953
- Customer Service:
- Ensure that clients/interested parties are handled in a professional manner, provided with accurate information about the Bank’s and the department’s products and services and correctly referred
- Sales Focus:
- Responsible for identifying selling/cross-selling opportunities related to estates and refer such opportunities and leads to the correct person, department or branch involved
Requisites
- Qualifications:
- Matric (Grade 12)
- Advanced Diploma in Deceased Estates or equivalent qualification
- Bachelor of Law or Similar Qualification will be an added advantage
- Experience/Knowledge & Skills:
- 5 Years estates and trust experience
- Knowledge of relevant legislation applicable to trust and estates
- Knowledge of Legal Ease Program
- Self-confidence and interpersonal skills
- Computer literate: (MS Word & Excel)
- Analytical and technical skills
- Product knowledge
- Accounting experience will be an advantage
- Core Competencies:
- Committed
- Energetic and willing
- Positive attitude towards system and system changes
- Leadership
- Time management
- Loyalty
- Communication both written and orally in English
- Teamwork
- Reliability
- Planning and organising skills
- Integrity, Empathy
- Accountability
Notes
- Only shortlisted applicants will be contacted