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Nedbank Recruiting

Job Classification

6 month contract role - Cape Town based

Job Family
Sales and Services
Career Stream
Fiduciary
Leadership Pipeline
Manage Self: Technical
FAIS Affected
Job Purpose

To take on the role of professional nominee on approximately 200 high asset value trusts (market value of assets in excess of R5 million) and to provide specialist trust services to high net worth clients 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 (Testamentary, Inter vivos and special trusts).

Duties will include:

  • General Risk Management and Governance of the Trusts
  • Compliance with all relevant regulations
  • Protection of Trust Assets, and interests of all 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 resolutions
People Specification
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
Essential Certifications
    Preferred Certifications
    Type of Exposure
    • Working with a group to identify alternative solutions to a problem
    • Checking accuracy of reports and rec
    • Sharing information in different ways to increase stakeholders understanding
    • Building and maintaining effective cross-functional relationships with internal and external stakeholders
    • Comparing two or more sets of information
    • Interacting with external clients
    • Tracking cost against a budget
    • Working in a fast-paced and changing environment
    • Working in a team
    • Working with spread sheets
    Minimum Experience Level

    Minimum one years' working experience in a similar role.

    Consideration will be given to Candidate Attorneys and Fiduciary Associates.

     

    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

    Apply now »