Fiduciary Specialist

Carrick Wealth

  • Durban, KwaZulu-Natal
  • Permanent
  • Full-time
  • 1 month ago
Are you a skilled fiduciary specialist with a passion for providing top-notch estate planning, will drafting, trust, and administration services? We invite you to join our esteemed financial Private Wealth Management company in South Africa, where you will have the opportunity to leverage your expertise while working on a commission basis.Position: Fiduciary SpecialistLocation: South Africa, Hybrid (Johannesburg / Durban)Type: Commission-BasedResponsibilities
  • Deliver expert estate planning and will drafting services to clients.
  • Administer and manage trusts, ensuring compliance with legal requirements and client needs.
  • Provide personalised fiduciary advice to clients, enhancing their financial strategies.
  • Build and maintain strong client relationships to foster trust and satisfaction.
  • Collaborate with our financial Private Wealth Managery team to offer comprehensive solutions.
Requirements
  • Proven experience in estate planning, Will drafting, trust administration, and fiduciary services.
  • In-depth knowledge of South African fiduciary and estate planning laws.
  • Strong client management and communication skills.
  • Ability to work independently and efficiently manage multiple client portfolios.
  • Relevant qualifications and professional certifications in fiduciary services are advantageous. Minimum requirement a Law or commercial degree, registration with FISA.
What We Offer
  • Competitive commission-based compensation structure.
  • Supportive team environment with access to a broad client base.
  • Opportunities for professional growth and development.

Carrick Wealth