Job Classification
Career Stream
FIDUCIARY
Leadership Pipeline
Manage Self: Technical
To administer deceased estates and to add value to the business by referring sales leads to the rest of the Bank Group so as to create holistic value proposition for our clients
Job Responsibilities
Managed business risks
Managed client relationships
Managed financial and business results
Managed Self
Managed Transformation and Change
People Specification
Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate
Preferred Qualification
National Diploma: Financial Management
Essential Certifications
Fiduciary Institute of South Africa (FISA)
Preferred Certifications
Type of Exposure
Building and maintaining effective relationships with internal and external stakeholders
Capturing data
Checking accuracy of reports and records
Communicating internally
Comparing two or more sets of information
Completing various administrative duties (e.g.; answering phones; making copies; filing)
Drafting reports
Interacting with diverse people
Interacting with external clients
Managing conflict situations
Managing customer expectations
Minimum Experience Level
3-5years in legal / banking environment
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
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Cluster Specific Operational Knowledge
Behavioural Competencies
Building Partnerships
Communication
Contributing to Team Success
Customer Focus
Work Standards
Managing Work (includes Time Management)
