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Head Of Executors: Cape Town



Cape Town, ZA

Date:  13-Jan-2021

Job Classification

Requisition number: 106509- Melissa Cloete

Closing Date: 20 January 2021


Job Family

Sales And Services

Career Stream


Leadership Pipeline

Manage Others

FAIS Affected

Job Purpose

To manage, organise, control and plan the activities of the Estates Department.

Job Responsibilities

  • Build and maintain relationships across intermediaries to source agency estates.
  • Contact heirs of estates to determine need and offer wills facility.
  • Meet transformation targets during staff recruitment, retention and training and use preferred suppliers.
  • Analyse deviations from divisional EE and transformation plans and ensure recommended corrective action is appropriate and implemented.
  • Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
  • Develop and implement action plans to address issues raised in culture surveys.
  • Create a client service culture.
  • Support implementation of business optimisation improvement.
  • Encourage team to generate innovative ideas and share knowledge.
  • Manage, monitor and address deadwood in the team.
  • Monitor estates to ensure they are closed within the target period.
  • Monitor action targets for estates to ensure agreed actions are completed.
  • Manage, track and monitor complaints and address service delivery issues.
  • Manage, track and monitor overdue liquidation and distribution accounts.
  • Implement performance agreements, ensure a clear vision, agree on goals and objectives, provide regular feedback on performance, recognise and reward achievement and take appropriate corrective action where required.
  • Create an environment of teamwork and encourage participation in decision-making processes.
  • Stay abreast in field of expertise and deliver on stakeholder expectations by identifying current and future training and development needs.
  • Follow the recruitment process when recruiting talent.
  • Conduct career conversations, use talent grid principles and develop talent retention programmes.
  • nderstand and embrace the Nedbank vision and values, leading by example.
  • Manage new employee on-boarding process per the on-boarding check-list.
  • Prepare an annual action plan in support of the roll-out budget.
  • Prepare and execute a marketing plan in support of the business strategy.
  • Measure delivery and performance against the annual budget and act where necessary.
  • Track and monitor team delivery against targets.
  • Implement plans and projections in order to achieve budget.
  • Closely monitor and address shortcomings with individuals.
  • Monitor and manage office errors to keep them within an acceptable level.
  • Track and monitor internal audit findings and ensure appropriate action is taken.
  • Implement governance and compliance standards and adhere to best practice.
  • Manage team risk through completion of team stats, monitoring work in progress, addressing exceptions monthly and sharing monthly stats.

People Specification

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

Certificate in Financial Planning (CFP).

Essential Certifications

    Preferred Certifications

    Association of Trust Companies.

    Type of Exposure

    • Trust companies (Banking); Law firm with Estates exposure
    • Managing a team of people
    • Investigating and reviewing processes to improve client satisfaction
    • Coaching and mentoring of others
    • Providing constructive feedback to employees
    • Communicating job requirements and performance standards to others
    • Conducting performance feedback meetings
    • Conducting performance appraisal interviews
    • Assuming a key leadership role

    Minimum Experience Level

    5-10 years relative experience.

    Technical / Professional Knowledge

    • Business terms and definitions
    • Change management
    • Client service management
    • Financial Accounting Principles
    • Principles of project management
    • Relevant regulatory knowledge
    • Service level agreements
    • Staff resource planning
    • Estate Administration
    • Trust Administration

    Behavioural Competencies

    • Aligning Performance for Success
    • Customer Focus
    • Decision Making
    • Influencing
    • Planning and Organizing
    • Driving for Results


    Please contact the Nedbank Recruiting Team at +27 860 555 566


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