Agent: Deceased Client Support (Pipeline)
Date: 30 Jun 2026
Location: Cape Town, WC, ZA
Company: Capitec Bank Ltd
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This advert is purposed at attracting talent for future dated opportunities.
We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:
1. To see what life at Capitec is all about and complete a short assessment, please click here!
2. Once you have completed the above finalize your application by clicking apply below.
Purpose Statement
To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.
Experience
Minimum/Ideal:
- 2-3 years’ experience in deceased estates, laiasing with Executors, beneficiaries and the Master of the High Court
- Client service experience and/or function relevant experience
Qualifications (Minimum)
- Grade 12 National Certificate / Vocational
Qualifications (Ideal or Preferred)
- Certification in Law
- Bachelor's Degree in Labour Law
Knowledge
Minimum/Ideal:
- Comprehensive understanding of client interaction and relationship management practices and principles
- Understanding of client management information, systems and tools.
- Understanding of conflict management principles
Skills
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Analytical Skills
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Attention to Detail
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Change Management Skills
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Interpersonal & Relationship management Skills
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Problem solving skills
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Project Management Skills (Methodolgy Specific)
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.