Fiduciary Specialist

Job Description

Responsibilities

• Provide a holistic, customised legacy planning solution / advice to clients to optimise their tax position, asset protection and ensure a smooth transition of their assets to relevant heirs after their passing.
• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations.
• Manage client portfolio and identify opportunities to expand the customer base and acquire new clients.
• Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting.
• Provide subject‑matter expertise and maintain expert knowledge on specific local products.
• Drive and promote corporate image and market penetration, and provide training to other business units to increase product awareness.
• Ensure compliance with legislative and audit requirements and adherence t...