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
Please note:
All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.