Responsible for profitability of the Estate department in KZN branch.
Attain financial targets for the Estate department.
Ongoing control and management of risk in areas of responsibility.
Quality and control of the Estate department.
Marketing/networking and building lasting relationships with intermediaries.
Responsible for estate volume targets.
Assist in determining strategy to increase volumes.
Implement projects to support strategy.
Manage outputs of the Estate department.
Utilise the estate system capability.
Passion for Clients:
Client strategy that supports Sanlam’s strategy with focus on all market segments.
Strive to build and maintain good business relationships with all Sanlam Distribution channels.
Responsibilities + Skills
Knowledge of wills, trusts and estate administration processes, including offshore fiduciary services.Up to date with current legislation that has an influence on area of responsibility.Knowledge of budgeting and forecasts.Knowledge of management processes.Knowledge of electronic estate and banking systems.Knowledge of financial principles.
Grade 12Legal / Economic Degree or Management Diploma will be an advantage.
5 years experience in estate administration.5 years experience in business and peoples processes within a fiduciary environment.Management experience with specific focus on managing production, financial targets, staff and providing statistics within a fiduciary environment will be an advantageKnowledge