Fiduciary Manager (m/f)

Duties

• To lead, control, direct and develop the Fiduciary business in such a manner as to ensure maximum profits, whilst maintaining an efficient, technically sound customer service. Identify and develop new business to ensure future growth
• Develop a service culture, where the teams deliver exceptional client service through proactive, innovative and appropriate solutions
• Identify new business opportunities by marketing general power of Estate Business and Fiduciary (Wills, Trust and Estates) referrals
• Build and maintain strategic relationships with internal and external parties to support the growth and sales strategy
• Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders and team members on Wills, Trusts and Estates
• Maximize business cross sell opportunities and strengthen client relationships
• Translate strategies into actionable goals and execute relevant projects/initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
• Plan and implement a cycle of medium-term improvements to drive strategic objectives of profitability and quality client service
• Improve business decisions by providing accurate and reliable business information, analyzing trends and data
• Comply with governance in terms of legislative and audit requirements
• Manage own development to increase own competencies

Requisites

• A relevant Tertiary Qualification – BCom or LLB (preferable)
• An in-depth knowledge of the various laws and statutory requirements governing Trusts, Estate planning, Wills and the Administration of Estates
• General business, financial and accounting skills
• 3 – 5 years experience of which at least 1 at managerial level

Notes

• Only shortlisted applicants will be contacted