Fiduciary Specialist

FirstRand Bank Limited

📍 George Central, Western Cape, South Africa 💼 Full time 🕒 Posted July 04, 2026

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Job Description

Description
 To provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
Manage client portfolio and identify opportunities to expand customer base and acquire new clients. Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting
Provide subject matter expertise and maintain expert knowledge on specific local products
Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness
Ensure compliance to legislative and audit requirements and adherence to relevant processes
Build working relationships across te...
            

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Job Details

Location George Central, Western Cape
Job Type Full time
Category Financial Specialists
Posted Date July 04, 2026
Application Deadline August 13, 2026