Job Summary

To provide defined end-to-end relationship management services with stakeholders in respect of Trusts, which include Inter vivos Trusts, Testamentary Trusts, Curatorships, Policy Trusts, Road Accident Fund Trusts and Medical Claims Trusts, to ensure the retention of existing clients, as well as to secure new sources of business and accumulation of assets under management from these sources.

Job Description

Accountability: Stakeholder Management and Customer Service

Build strong relationships with existing book of business sources (attorneys, private clients, insurance institutions, Road Accident Fund and the Department of Health).
Build and secure new relationships with business sources (attorneys, private clients, insurance institutions, Road Accident Fund and the Department of Health).
Build strong relationships with the stakeholders, Master of the High Court, Road Accident Fund, Department of Health, South African Revenue Services, and other relevant institutions.
Build strong relationships with various delivery channels (AIFA, IFAs, Wealth etc.).
Effectively communicate developments within areas of activity to all relevant stakeholders.
Liaise with various Business Unit Heads within Absa Group.
Liaise with Absa Trust Legal and Compliance to ensure alignment within Absa Trust in the areas of technical legal and compliance matters.
Deal (telephonically, electronically, written communication, correspondence, and face-to-face) with clients internally and externally on a professional basis to ensure a high customer service standard.
Resolve customer complaints within agreed timelines.

Accountability: Advisory Services

Provide technical training in the specialized area of Trust Services and ensure transfer of skills to the administrative staff.
Provide technical support to all relevant stakeholders.
To consult directly with clients regarding current and future client value propositions in respect of Trust Services.
To provide expert inputs as required in strategic projects / initiatives, forming a key part of the Trust Services offering.

Accountability: Generation of Assets Under Management / Administration

Ensure individual annual targets are met in line with the scorecards (new business, existing business and clients).

Accountability: Marketing and Awareness

Design marketing material and relating collateral in respect of Trusts Services in collaboration with Regional Managers and General Manager: Trust Services.
Plan and arrange marketing events and seminars in collaboration with the A&I marketing team, the Regional Managers and the General Manager: Trust Services.
Promote and drive the awareness of Trust Services offering in the industry or market by making use of all the promotional and marketing material relating to Trust Services and by presenting the concept to the selected clients at special events and seminars.

Accountability: Compliance

Adhere to ABSA compliance requirements and industry related legislations in order to maintain a high standard of service.
Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions.
Complete all compulsory compliance and legislation training within the required timeframes as prescribed by Absa Risk.
Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions etc.

Experience

3 years’ experience in the Fiduciary Industry or Legal Fraternity Equivalent.
3 years’ experience in the Sales and Marketing industry or equivalent.
3 years’ experience in Business Development in Trusts, which include Road Accident Fund Trusts and Medical Claims Trusts.
Additional: One year experience in managing people.

Qualifications

Education

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