Job Purpose
To administer a portfolio of trusts; mainly testamentary; for the purpose of generating fees and leads as part of a full range of fiduciary services; in order to make our bank the great place to bank for our clients.
Job Responsibilities
- Managed business risks
- Managed client relationships
- Managed financial and business results
- Managed Self
- Managed Transformation and Change
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
Bachelor of Arts: Law
Preferred Certifications
Type of Exposure
- Building and maintaining effective relationships with internal and external stakeholders
- Checking accuracy of reports and records
- Communicating internally
- Drafting reports
- Interacting with diverse people
- Interacting with external clients
- Managing conflict situations
- Managing customer expectations
Minimum Experience Level
2 – 5 years relevant experience
Technical / Professional Knowledge
- Administrative procedures and systems
- Banking knowledge
- Banking procedures
- Business principles
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- The bank policies and procedures
- The Bank’s vision and strategy
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- The bank culture
- Cluster Specific Operational Knowledge
Behavioural Competencies
- Applied Learning
- Building Trust
- Customer Focus
- Decision Making
- Work Standards
- Quality Orientation