Job title : Trust Specialist
Job Location : Western Cape, Cape Town
Deadline : January 12, 2026
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Job Description
- To provide an efficient and professional service to customers
Responsibilities:
- Estate and Trust planning experience essential
- Cultivate and manage relationships with high net worth client
- Ability to accept Trusteeship
- Analyse and interpret financial statements advantageous
- Acquisition of Trust business, both internal and external to the FirstRand Group to increase the value of assets under administration.
- Maintain expert knowledge on relevant legislative matters, industry best practices and provisions of proactive advice and solutions.
- Cultivate and manage good working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
Qualifications and experience required:
- 5+ trust administration experience
- Completed LLB Degree, BCom Law or BCom Financial Planning
- Studying towards CFP and FPSA advantageous
End Date: December 17, 2025
How to Apply for this Offer
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