Excellent opportunity for a FIDUCIARY SPECIALIST to join a New Retail Investment Business (LISP) and provide first class services and advice across the business. You will be responsible for providing bespoke advice on estate planning & administration, drafting of wills and trusts to all IFA, DFM’s and other brokers.
This is a very rare opportunity to join a brand NEW LISP business and get the opportunity to establish the Fiduciary service within the company.
This position is Johannesburg based and is paying R900k/annum CTC (neg)
This new Investment business will be launching shortly and aims to bring a fresh approach to the South African Investment arena. This INVESTMENT PLATFORM business is backed by one of the most successful Investment Management Organizations currently and will be servicing one of the top Asset & Wealth Management Groups Locally & Internationally. This position will give you the opportunity to be involved with developing the brand from scratch, while giving you the security of a highly successful Wealth Management group.
• Relevant Tertiary degree – BCom, CFP, BA LLB
• 5+ years Fiduciary specialist experience – key focus on estate planning
• Solid Trust and Estate Planning experience
• Dealing with professional and private client markets
If you qualify for this role, please email your CV directly to:
firstname.lastname@example.org or ash [at] acuityconsultants.co.za
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If you have not had a response to your application within 14 days please consider your application to be unsuccessful.