Fiduciary Specialist

PPS

Job Description,

To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services.

Key Accountabilities

Drive new business sales
Provide training and support to Distribution
To obtain buy-in and support from Distribution

Requirements,

Education

LLB or suitable Law Degree or Diploma in Trust and Estate Planning.
CFP would be an advantage.

Experience

At least 5 years’ experience in Fiduciary Services, with a key focus in trust and estate planning.
Dealing with and engaging with Distribution Channels.
Dealing with the professional and Private Client markets.

Duties and Responsibilities,

Knowledge And Skills

An in-depth knowledge of Fiduciary Services, including:
Wills drafting
Estate administration
Trust administration
Trust and Estate planning

Competencies

Strong interpersonal skills.
Ability to build strong relationships and to expand network of support.
Ability to engage and obtain support from Distribution.
Ability to provide training on Fiduciary Services to Distribution.
Resilience.
Ability to work without supervision.
Ability to drive regional sales.
Ability to co-ordinate and act as a liaison between client/broker or planner/product provider.