Fiduciary Specialist D

FNB Namibia - windhoek, namibia

10 months ago

about us

FNB Fiduciary Namibia Pty LimitedReg No 91/125 is a subsidiary of FirstRand Namibia. Todeliver on our business philosophy, we need smart, talented and passionatepeople from diverse backgrounds who are committed to excellence. Preference shall be given to suitably qualifiedapplicants from the designated groups as defined in the Affirmative Action Act,29 of 1998.

purpose

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

experience and qualifications

  • Minimum Requirement : Relevant Degree/Diploma in Taxation and certified as a Financial Planner

FNB Fiduciary Namibia Pty LimitedReg No 91/125 is a subsidiary of FirstRand Namibia. Todeliver on our business philosophy, we need smart, talented and passionatepeople from diverse backgrounds who are committed to excellence. Preference shall be given to suitably qualifiedapplicants from the designated groups as defined in the Affirmative Action Act,29 of 1998.

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

  • Minimum Requirement : Relevant Degree/Diploma in Taxation and certified as a Financial Planner

  • Excellent time management skills

  • Control expenditure and identify process improvements to contain and reduce costs
  • Creates solutions to meet customer demands
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation
  • Manages risks in own area of responsibility
  • Compile reports that track progress and guide business to make informed decisions
  • Source and grow clients by partnering with Relationship Managers, Wealth Managers other stakeholders to attain Trust Services business
  • Drive an increase in income on Corporate Trustee growth by obtaining Trust Administration fees
  • Manage executer fees income from deceased estates
  • Manage Fiduciary areas to increase time base fees
  • Source and grow high net-worth clients by partnering with Relationship Manager, Wealth Managers and other internal stakeholders to attain Trust Services business
  • Identify new business opportunities by marketing general power of Estate Business and Offshore Fiduciary referrals
  • Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Market and sell Estate Plans, putting in recommendation as per the clients interest and needs
  • Ensure smooth estate administration to increase the VSI by identifying services products that the clients will require
  • 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

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