Recruitment Room Team

Fiduciary Specialist

Cape Town, Western Cape
3 weeks ago
Application deadline closed.
Deadline date:
Application deadline closed.

Job Description


Hire Resolve is seeking a highly skilled Fiduciary Specialist to join our client, a premier organization specializing in investment and wealth management. This exciting opportunity is perfect for an experienced professional eager to contribute to a dynamic team that provides bespoke financial planning, estate structuring, and tax optimization solutions to high-net-worth individuals, families, and institutions.

If you are passionate about delivering exceptional fiduciary services and are looking for a role that combines relationship management with technical expertise, this position is ideal for you.

Responsibilities

  • Advising on and forming new trusts.
  • Ensuring that all trusts comply with administrative and legal requirements (with the assistance of a Fiduciary Administrator).
  • Managing relationships with fiduciary clients.
  • Advising on and preparing draft wills.
  • Acting as executor in client estates (with assistance from the estate administration team).
  • Conducting periodic reviews of trust deeds and structures to ensure alignment with clients’ objectives, legal compliance, and tax efficiency.
  • Overseeing adherence to regulatory requirements such as anti-money laundering (AML) and tax transparency laws.
  • Educating clients on fiduciary structures, legal implications, and best practices to ensure informed decision-making.
  • Assisting clients with cross-border fiduciary structures, addressing jurisdictional complexities, and managing international estate issues.


Requirements

  • Essential: LLB degree or other relevant academic qualification.
  • Advantageous: Tax qualification.
  • Minimum 5 years of experience in the fiduciary industry.
  • FPSA designation or equivalent knowledge and experience.
  • Understanding of and experience in company administration will be advantageous.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to operate effectively in a high-net-worth professional environment.
  • Strong client service orientation.
  • Ability to prioritize tasks, work independently, and meet deadlines.
  • Proficient in relaying complex information in an understandable manner.
  • Adaptability to dynamic environments.
  • Initiative-driven with a positive team-oriented attitude.
  • Commitment to a long-term career in the fiduciary industry.

Benefits

  • Salary: Negotiable

Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
  • Please use “Fiduciary Specialist” as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.