Sep 8, Standard Bank Officer, Relationship Trust Jobs in South Africa

Job Description

To manage client relationships and the technical administration of a full section of Trusts and Managed Agencies, with no management intervention. This includes working closely with the Trust Operations Team and other areas to ensure that all aspects of the administration process run smoothly and within procedures.

Qualifications

Completed Matric

Postgraduate – Accounting or Law

LLB / BCOM degree – Accounting or Law

CAIB

Experience

5 – 7 years

In-depth knowledge of trust laws, estate planning principles and financial concepts

Experience in trust administration with a Trust Company or firm of attorneys who have a dedicated trust/fiduciary services department.

Proven ability to interact with clients, addressing their inquiries, providing guidance and maintaining positive relationships.

Proficiency in reviewing legal documents, contracts and regulations relevant to trust administration

Experience in assessing and mitigating risks associated with trust administration, ensuring the security of trust assets and adherence to regulatory compliance.

Familiarity with the trust tax laws including income tax and capital gains tax and the implications is taxed in the trust or distributed to the beneficiaries.

Behavioral Competencies

Adopting Practical Approaches

Articulating Information

Checking Details

Documenting Facts

Examining Information

Technical Competencies

Account Opening & Maintenance

Banking Process & Procedures

Client Servicing

Expense Processing

Query Resolution

How to Apply

For more information and job application details, see; Standard Bank Officer, Relationship Trust Jobs in South Africa

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