To secure new clients for the Company by interacting with key stakeholders within Standard Bank (i.e. SBFC and Liberty Financial Advisors) as well as Independent Financial Planners in order to assist with estate planning for their clients to grow the Fiduciary business. Provides a fiduciary service to targeted Personal Prestige Private Business and Commercial Banking clients including estate planning wills trust deeds business assurance.
Qualifications :
- Completed Matric
- Legal Degree
Experience
- 5-7 years
- Previous experience Sales and Service in the Fiduciary field client relationship roles and managing top tier stakeholders.
Additional Information :
Behavioral Competencies
- Articulating Information
- Convincing People
- Embracing Change
- Establishing Rapport
- Examining Information
Technical Competencies
- Data Management (Administration)
- Email Monitoring
- Records and Archive Management
- Travel Arrangements
- Written Communication
Remote Work :
No
Employment Type :
Full-time
To secure new clients for the Company by interacting with key stakeholders within Standard Bank (i.e. SBFC and Liberty Financial Advisors) as well as Independent Financial Planners in order to assist with estate planning for their clients to grow the Fiduciary business. Provides a fiduciary service ...
To secure new clients for the Company by interacting with key stakeholders within Standard Bank (i.e. SBFC and Liberty Financial Advisors) as well as Independent Financial Planners in order to assist with estate planning for their clients to grow the Fiduciary business. Provides a fiduciary service to targeted Personal Prestige Private Business and Commercial Banking clients including estate planning wills trust deeds business assurance.
Qualifications :
- Completed Matric
- Legal Degree
Experience
- 5-7 years
- Previous experience Sales and Service in the Fiduciary field client relationship roles and managing top tier stakeholders.
Additional Information :
Behavioral Competencies
- Articulating Information
- Convincing People
- Embracing Change
- Establishing Rapport
- Examining Information
Technical Competencies
- Data Management (Administration)
- Email Monitoring
- Records and Archive Management
- Travel Arrangements
- Written Communication
Remote Work :
No
Employment Type :
Full-time
View more
View less