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Position

Senior Trust Practitioner

Details

Location: 

Cape Town, ZA

Date:  25 Mar 2026
Reference:  144647

Job Classification

Requisition - 144647 - Melissa Cloete

Business Unit - Nedbank Private and Wealth; Nedgroup Trust 

Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town

Closing Date - 30 March 2026

Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups

Job Family

Sales and Services

Career Stream

Fiduciary

Leadership Pipeline

Manage Self: Technical

Job Purpose

The role is based at our Cape Town offices and would require you to be in office 3 days a week.

You will take on the role of professional nominee, to provide specialist trust services and in support of other business development activities within Nedgroup Trust.

Job Responsibilities

  • Act as professional trustee and manage relationships with all stakeholders on a book of trust clients, consisting of
    testamentary, inter vivos and special trusts.
  • General risk management and governance of the Trust;
  • Compliance with all relevant legislation;
  • Protection of Trust assets and the interests of beneficiaries;
  • Providing expertise as a professional trustee;
  • Building professional relationships with various stakeholders;
  • Co-ordination of administration, bookkeeping, compliance and legal functions;
  • Conducting trustee meetings;
  • Drafting of resolutions;
  • Liaison between all stakeholders, ie. settlors, beneficiaries, co-trustees, investment managers, accounting andtax consultants and all other third parties.

Essential Qualifications - NQF Level

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

Preferred Qualification

  • Advanced Diploma in Estate and Trust Administration
  • Law Degree (advantageous)

Essential Certifications

    Preferred Certifications

    Fiduciary Institute of South Africa.

    Minimum Experience Level

    3-5 years in a Banking/ Financial Services environment

    Technical / Professional Knowledge

    • Microsoft Office
    • Administrative procedures and systems
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Banking knowledge
    • Banking procedures
    • Cluster Specific Operational Knowledge
    • Business principles
    • Business terms and definitions
    • Governance, Risk and Controls

    Behavioural Competencies

    • Customer Focus
    • Work Standards
    • Collaborating
    • Communication
    • Managing Work
    • Building Partnerships

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

     

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