Manager, Fiduciary Services

Description

JOB OVERVIEW
Business Segment: Consumer & High Net Worth Clients
Location: ZA, FS, Bloemfontein, Nelson Mandela Drive 173
Job Type: Full-time
Job ID: 80235914_80295513
Date Posted: 5/22/2023

JOB DESCRIPTION

To secure new clients for the Company by interacting with Standard Bank and SBFC, Liberty and Independent Financial Planners. To provide first class service to our clients and as such increase the Company’s market share in the area of Will nominations, agency deceased estates, trusts and managed agency business. To simultaneously link this wherever possible to the promotion of banking and ancillary business within the Group. To market STL and its services throughout all levels of the distribution channels and utilise the synergies between ourselves and your allocated channel to motivate the securement of profitable Will Nominations, agency deceased estates, trusts, settlement trusts, and managed agency business. Manage relationships within channel at all levels. Foster a more visible presence with our partners. To drive the STL strategy. To retain a body of evidence of meetings, training and engagements

QUALIFICATIONS
Completed Matric
Trustee diploma/CAIB or a Commercial/Legal Degree
CFP is an added advantage.

Experience

3-4 years Sales
5-7 years Fiduciary
ADDITIONAL INFORMATION

Behavioural Competencies

Developing Relationships
Developing Expertise
Team Working
Understanding People
Exploring Possibilities

Technical Competencies

Effective Business Communication
Campaign Management
Presentation Skills
High Involvement engagement
Client Acceptance and Review

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 [email protected]