Trust Specialist at FNB South Africa

Role Purpose

• To provide an efficient and professional service to customers.

Responsibilities

• Achieve total revenue targets by either growing of existing clients (optimizing revenue opportunities) or by acquiring new clients
• Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
• Control revenue and costs in the Trust and Investment department to achieve the company cost to income ratio as set per product line budget, in line with company standards
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
• Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
• Identify and source additional assets and build a book of assets under management
• Acquisition of Trust business, both internal and external to the FirstRand Group in order to increase the value of assets under management and the scale of Group
• Manage &amp and administer investment portfolio
• Comply with governance in terms of legislative and audit requirements
• Identify and source additional assets and build a book of assets under management
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing
• Manage own development to increase own competencies

Additional Requirements

• 5+ years Fiduciary Experience
•  Qualification: Law Degree, Finance
•  Must have a sales element
•  Must be able to build relationships
•  Attract new clients
•  Managerial exposure
•  Maintaining high Networth clients and complex clients

Qualifications and Experience

• Minimum Qualification: Relevant Degree or Diploma
• Experience: 2 to 3 years relevant experience
• Person must not be an unrehabilitated insolvent