Senior Trust Practitioner – Nedbank 157 views0 applications

Senior Trust Practitioner – Nedbank

Location: Cape Town How to help your staff access UIF support - NEDBANK

6 month contract role

 

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
  • Post Graduate Diploma in Financial Planning
  • Law Degree
Essential Certifications
Preferred Certifications

FPSA

CFP

Admitted Attorney

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 five years’ working experience in a similar role.

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

How to apply

Click here to apply

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