Manager, Fiduciary
- Full-time
- Business Segment: Personal & Private Banking
Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
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
Behavioural 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