Officer Relationship Trust
Officer Relationship Trust
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are seeking a highly skilled and trustworthy Officer Relationship Trust to join our esteemed financial institution in Johannesburg South Africa. In this pivotal role you will be responsible for managing and nurturing client relationships whilst ensuring the effective administration of trust accounts and estate planning services.
- Develop and maintain strong longlasting relationships with trust clients and their families
- Provide expert advice on trust structures estate planning and wealth management strategies
- Analyse and assess clients financial situations to recommend appropriate trust solutions
- Ensure compliance with all relevant trust laws regulations and internal policies
- Collaborate with legal and tax professionals to implement complex trust arrangements
- Monitor and review trust portfolios making informed investment decisions
- Prepare and present detailed financial reports and proposals to clients
- Identify and pursue new business opportunities to grow the trust portfolio
- Act as a key point of contact for highnetworth individuals and families
- Stay abreast of industry trends regulatory changes and best practices in trust management
Qualifications :
- Bachelors degree in Finance Business Administration or a related field
- Professional certifications in trust management or financial planning
Required Experience
- Minimum of 35 years experience in trust management or related financial services
- Indepth knowledge of trust laws regulations and financial markets
- Strong analytical skills with the ability to assess complex financial situations
- Excellent communication and interpersonal skills to build and maintain client relationships
- Proven track record in providing tailored trust and estate planning solutions
- Proficiency in financial software and tools used in trust management
- Attention to detail and ability to manage multiple client accounts simultaneously
- Strong problemsolving skills and ability to work under pressure
- Understanding of investment strategies and portfolio management principles
- Familiarity with South African financial regulations and tax laws
Additional Information :
Behavioural Competencies:
- Articulating Information
- Checking Things
- Conveying SelfConfidence
- Embracing Change
- Following Procedures
- Interacting with People
- Meeting Timescales
- Producing Output
- Resolving Conflict
- Team Working
- Thinking Positively
- Upholding Standards
Technical Competencies:
- Client Knowledge
- Client Servicing
- Customer Understanding Consumer Banking)
- Risk Awareness
- Risk Identification
Remote Work :
No
Employment Type :
Contract
Employment Type
Contract
