Job Description

To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passingBuild and maintain an effective network and pipeline for further expansion of business within area of accountability  Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness Drive, position and promote the Global Wealth Solution offering and FNB offering to clients Ensure compliance to legislative and audit requirements and adherenceAchieve revenue target through advice charges to clients and advisors for estate plan and business succession plan draftingAchieve revenue growth and optimise opportunities for the bigger group through actively managing a client portfolioAcquire new clients through driving an increase in take on of corporate trustee growth, wills, Power of attorney estatesSource and refer leads through client interactionsDrive and promote corporate image and market penetration through writing and publishing articles and presenting at client functionsProvide training, presentations to other business units to increase awareness of our offering and products, value propositionsDrive and promote the Global Wealth Solution offering and specifically position FNB International Trustees value proposition and facilitate the on-boarding of offshore structuresShare tax information as approved by Group Tax with clients and involve a Tax specialist where requiredPosition the FNB Philanthropy offering to clients and facilitate the on-boarding process where requiredJob Details

Application Closing Date

26/06/24

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.