Fiduciary Specialist

Job Description

To ensure the entire product offering is marketed through multiple channels to drive sales growth and profit in terms of the marketing plan

Hello Future Fiduciary Specialist

Welcome to FNB, where we believe help is at the heart of human greatness. Our vision is to be a great business helping to create a better world

As part of our Fiduciary team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
 

Are you someone who: 

• Has estate planning expertise and can administer complex fiduciary portfolios in line with legal, regulatory and policy requirements

• Can apply specialist fiduciary knoweldge to interpret trust deeds, wills, contracts and related legal instruments

• Can develop, market and sell Estate Plans, putting in recommendation as per the client’s interest and needs

• Source and grow clients by partnering with Relationship Managers, Wealth Managers other stakeholders to Grow Fiduciary Services business

• Identify new business opportunities by marketing general power of Estate Business and Offshore Fiduciary referrals

• Provide Training, Presentations to other business units to increase awareness of our offering and products, value propositions

• Manage end to end processes effectively and ensure legality checks are completed as per the company policy

• Drive fiduciary revenue  growth by increasing new trust registrations, amendments and corporate trustee services with a focus on securing and sustaining Trust Administration fees

• Has experience with administration of deceased estates processes and trusts administration.

• Deliver work in an accurate and efficient manner and is a team player.

• Deliver internal and external customer service excellence through adherence to quality service standards

• Achieve market share and revenue target by growing assets; liabilities and non-interest revenue from existing clients and by acquiring new clients 

• Attend to walk-in clients and support relationship management activities to ensure exceptional client experiences across Premium customer segments.

• Adapt quickly to changing business requirements and provide support wherever operational needs arise 

• Comply with relevant statutory, legislative, policy, governance and risk requirements while adhering to established processes and procedures.

• Compile reports that track progress and guide business to make informed decisions

• Deliver operational excellence by executing work according to defined quality, service and productivity standards.

You will be an ideal candidate if you: 

• Have a relevant Tertiary Qualification (for example BComm LLB, LLB, BComm Accounting with Law Subjects, Advanced Diploma in Estate and Trust Administration)

• Have 3-5 years in a similar environment ( fiduciary services, estate administration or banking, client service, sales support)

• Admission as a Legal Practitioner or enrollment with the Justice Training Centre will be an added advantage

• Able to work independently and solve for solutions

• Are agile and able to juggle ad hoc work requests

• Can plan ahead and collaborate with a team

• Adapt quickly to changing business requirements and provide support wherever operational needs arise 

• Have a sound understanding of banking products, processes, systems and customer service principles.

• Possess strong communication, relationship-building, problem-solving and organisational skills.

• Are able to work independently, manage competing priorities and maintain a high level of professionalism in a fast-paced environment.

• Are passionate about delivering exceptional customer experiences and contributing to the success of a high-performing team.

You will have access to: 

•  Opportunities to network and collaborate

•  Challenging Working

•  Opportunities to innovate

• We can be a match if you are: 

• Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside

• Curious – Believe in insight, creativity, and its power to unlock value

• Deeply Invested – Take initiative and be a leader in your own right

• Valuing differences – Be inclusive, gracious, decent, and humble

• Building Trust not Territory – Crete a culture of sharing 

• Courageous – We’ve built a culture of bravery by speaking our minds and encouraging others to do the same 

Are you interested to take the step? We look forward to engaging with you further. Apply now! Before closing date: 21 July 2026

#post

#FNB

#LI-MS1

*All applications must be done via the Group’s application portal.  To access the portal click on the link below:
Link: ……
All appointments will be made in line with FirstRand Groups 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.

 

Job Details

Application Closing Date

22/07/26

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.