Standard Bank Senior Estate Planning Officer - Wills & Trust Jobs in Nigeria
Standard Bank Senior Estate Planning Officer - Wills & Trust Jobs in Nigeria
Job Purpose The Senior Estate Planning Officer Wills and Trusts (SEPOWT) has the responsibility of ensuring that the customer service experience of clients is constantly improved while dealing all client requests from enquires, onboarding, management and administration of their Wills as well as deceased estates.
The scope of work also covers enquires from Trust clients – Private Trust and Stanbic IBTC Education Trust (SET).
Key Responsibilites
Raise the level of understanding of the business thereby creating awareness about the company and its Will service and Trust offerings.
To Grow Trust Client base to 105% of the budget by end of each year - Pitch for business generating proposals, making presentations and following through to ensure client acquisition as we focus on scaling both Wills and SET
Review of client Wills ( individual / group scheme) and Trusts to ensure validity and capturing of client information on the database; collection of relevant KYC documents while ensuring confidentiality at all times and attention to detail.
Timely capture of client’s information ensuring same is valid, KYC complete and prompt notification of status of the Wills sent to client and reports to management of Wills in custody
Ensure that all fees from clients due the company are collected as at when due and transferred to the income account
Timely receipt of fees for Will service ensuring they are accurate
Reconciliation of Simple Will Collection Account and ensuring that SET client subscriptions are appropriately acknowledged and forwarded to the Asset Management team for processing
Timely reconciliation of the collection accounts to ensure there are no outstanding items for both Wills and SET accounts
Review and Liaison with Legal to ensure HNI client wishes are properly captured in their draft Wills and final draft while Trust deeds for Trusts duly capture the clients wishes
Feed back from client interaction and the Legal team
Educate clients about other products / services within the Group which they may find beneficial – develop a Cross sell culture as we remain the end to end financial services provider
Sales report showing collaboration achieved
Be innovative and develop ideas to move the company forward
Ideas generated and implemented
Handle
Deceased Estate Administration – Simple and Comprehensive Wills to ensure timely
Interactions at the Probate registry / PFAs/ Banks and Fund Managers to obtain grants and thereafter funds from these institutions for onward distribution to the beneficiaries in a timely manner
Process School fees payments for deceased estates and notify appropriate parties when effected
Speed and accuracy in dealing transactions
Qualifications
An LLB and BL degree from a university and Law School
Must possess a full understanding about Trust and Estate Planning Services of a Corporate Trustee
Excellent Microsoft Office Suite skills.
3-4 years preferable in a Trust company. A sponsored individual with the SEC is a great advantage.
Must possess a full understanding of Trust Services.
Strong Analytical/Numeric skills.
3-4 years Knowledge of Trust structures, estate planning options and their administration for both onshore and offshore jurisdictions to ensure clients estate planning objectives are achieved.
3-4 years Knowledge of product enhancement and communication to ensure awareness is created around the service offerings with a view to ensuring increased subscription of the service.
3-4 years Knowledge of the management and administration of client’s portfolios- banking, investment while ensuring that the relationship with the client is adequately managed to ensure referral business.
How to Apply
For more information and job application details, see; Standard Bank Senior Estate Planning Officer - Wills & Trust Jobs in Nigeria
Find Latest Jobs in Nigeria Today - Recruitment in Nigeria Job - Nigerian Jobs - in Nigeria - Job Vacancies in Nigeria
Search our career portal & find the latest Nigerian job positions, career opportunities & jobs in Nigeria.
Jobs in Nigeria - banking jobs in Nigeria, IT jobs in Nigeria, accounting jobs in Nigeria, NGO jobs in Nigeria, business administration in Nigeria, ICT jobs in Nigeria, UN jobs in Nigeria, procurement jobs in Nigeria, education jobs in Nigeria, hospital jobs in Nigeria, human resources jobs in Nigeria, engineering jobs in Nigeria, teaching jobs in Nigeria, and other careers in Nigeria.
Oil and Gas job vacancies in Nigeria, MTN jobs in Nigeria, job vacancies in Nigeria for fresh graduates.
Federal government jobs in Nigeria, job vacancies in Nigeria Federal Civil Service.
Find your dream job from 1000s of vacancies in Nigeria posted and updated daily - click here!
Click here to post comments
Join in and write your own page! It's easy to do. How? Simply click here to return to Best Africa Jobs.
