FNB | Trust Specialist

FNB | Trust Specialist

at College Court, , Bloemfontein, Free State, South Africa in FNB WI Fiduciary Operations BFN
Ends 17 Jan 2020

about us

Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

purpose

To provide an efficient and professional service to customers.

experience and qualifications

  • Degree or Diploma.
  • 2 to 3 years related experience.

additional requirements

There are no additional requirements associated with this vacancy.

responsibilities

  • Achieve total revenue targets by either growing of existing clients (optimising revenue opportunities) or by acquiring new clients
  • Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
  • Control revenue and costs in the Trust and Investment department to achieve the company cost to income ratio as set per product line budget, in line with company standards
  • Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
  • Identify and source additional assets and build a book of assets under management
  • Acquisition of Trust business, both internal and external to the First Rand Group in order to increase the value of assets under management and the scale of Group
  • Manage & and administer investment portfolio
  • Comply with governance in terms of legislative and audit requirements
  • Identify and source additional assets and build a book of assets under management
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing
  • Manage own development to increase own competencies
Apply now

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