Fiduciary Specialist – FirstRand Bank Limited
Job Description
Job Overview
Join the team at FNB Private Banking and Advisory to deliver tailored legacy planning, business structuring, and comprehensive fiduciary solutions across various jurisdictions. The position involves interpreting intricate legal, tax, and regulatory systems to safeguard assets, maximize tax efficiency, and facilitate smooth wealth transfer to beneficiaries while partnering with internal and external stakeholders to execute strategies ethically and compliantly.
Key Responsibilities and Deliverables
The appointed individual will continuously enhance service delivery processes, manage client portfolios to spot expansion opportunities, and drive revenue targets through advice fees for estate and business succession plans. Responsibilities include offering subject matter expertise on local products, promoting corporate image, training other business units, maintaining legislative and audit compliance, and building cross-functional relationships to foster innovation. The role requires delivering proactive customer service, identifying revenue growth avenues, maintaining an effective business pipeline, and actively monitoring personal performance.
Requirements and Qualifications
Candidates must hold an LLB, BCom Financial Planning, or an equivalent qualification, alongside a Postgraduate Diploma in Financial Planning and a CFP® designation, with preference extended to those possessing a Postgraduate Diploma in Tax. A minimum of five years of relevant industry experience is required. Applicants should demonstrate adaptability, curiosity, strong data analysis capabilities, and a commitment to working collaboratively.
Additional Information
Appointments are aligned with the FirstRand Group Employment Equity plan, and candidates may voluntarily disclose disabilities to aid the bank’s recruitment and advancement initiatives for individuals with disabilities.
How to Apply
Applications must be submitted before 2026-11-04.
Submit your application through the employer’s application page: Apply now.
Closing date: 3 November 2026.
