To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services.

Key Accountabilities

• Drive new business sales
• Provide training and support to Distribution
• To obtain buy-in and support from Distribution

Education

• LLB or suitable Law Degree or Diploma in Trust and Estate Planning.
• CFP would be an advantage.

Experience

• At least 5 years’ experience in Fiduciary Services, with a key focus in trust and estate planning.
• Dealing with and engaging with Distribution Channels.
• Dealing with the professional and Private Client markets.

Duties and Responsibilities

Knowledge and Skills

• An in-depth knowledge of Fiduciary Services, including:
• Wills drafting
• Estate administra...