Senior Advice Specialist Fiduciary

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Job Classification

Job Requisition: 143529 -Melissa Cloete
Location: Clocktower Campus V&A Waterfront Cape Town
Cluster: Personal and Private Banking Private and Wealth National Fiduciary
Closing Date: 30 January 2026
EE Statement: Preference will be given to applicants from Underrepresented Groups

Career Stream

Fiduciary

FAIS Affected

FAIS Affected - Yes

Job Purpose

To provide globally integrated specialist fiduciary advice as part of holistic Wealth and Financial planning to support Wealth Managers Financial Planners International and Portfolio Management Specialists Private Bankers and Structured lenders in Wealth Management Distribution that enables clients across Private and Wealth to connect their financial decisions to their life goals and aspirations.

Job Responsibilities

Provision of day-to-day fiduciary advisory technical support to wealth managers financial planners/advisers international and portfolio management specialists wealth bankers structured lenders and other areas of our business eg Nedgroup Trust (Pty) Ltd in support of acquisitions servicing and retention of clients and risk mitigation.
Design build and ultimately embed estate planning capabilities structurally in the advice process by scaling the provision of these services across client segments and in so doing enable retention cross-sell upsell and/or increase margins and mitigation of risks.
Contribute towards the Centre of Excellence (CoE) work: Improve quality of advice (beyond investment/product suitability) as subject matter experts (SMEs) scale the provision of advice working closely with the broader adviser enablement team to solve for the digitalization of the advice process to include inter alia fiduciary and risk planning:
- Training: Upskill client facing employees through regular training sessions to improve the quality of fiduciary related advice and to deliver the identified scalable client segment estate planning solutions.
- Communications and webinars: Producing internal and external communications (legislative changes thought leadership etc).
- Advice planning processes and supporting material: Design processes house views
  guidance docs etc.

Job Responsibilities Continue

Provide fiduciary advisory technical expertise directly to primarily ultra-high-net-worth clients (R100 m absolute balances) high-net-worth (R10 R100 m absolute balances) and private
wealth clients. To do so you must be able to:
- Prepare detailed estate planning reports including inter alia reviewing and advising on the South African and international estate and tax planning consequences relevant to any existing South African and international estate planning tools and assets; analyse clients unique needs and circumstances; make appropriate recommendations with respect to South African and international estate and tax planning tools and techniques that can be used to meet clients unique needs.
- Provide South African and international wealth structuring advice which includes inter alia:
  - Consultation in connection with and taking instructions for the drafting of wills (dealing with South African and international assets) and where applicable facilitating the drafting of wills in foreign jurisdictions to deal with international
    assets.
  - Drafting South African trust deeds i.e. inter vivos and charitable trusts and other philanthropic structures in South Africa in accordance with relevant legislation regulations and best practice.
  - Review of existing South African and international trust structures and provision of recommendations to ensure the viability thereof in accordance with relevant legislation case law regulations and best practice.
  - Facilitating the establishment (or transfer) of new international trusts investment/property holding companies and any other relevant international structures.
  - Comprehensively explaining the estate and tax planning considerations of the different legal ownership options (local and international wealth structures).
  - Provision of exchange control advice.
Actively participate in Advice meetings by:
- Providing updates with respect to legislative and regulatory developments and case law impacting fiduciary-related matters.
- Contributing towards ensuring the document library (templates) is kept up to date e.g. estate planning reports trust deed templates and loan agreements.
- Creating house views on fiduciary-related matters.
Ensure national compliance and risk management processes and procedures are in place and ensure adherence therewith.

Essential Qualifications - NQF Level

Advanced Diplomas/National 1st Degrees

Preferred Qualification

Law Degree (Preference) Postgraduate Diploma in Financial Planning Tax qualification - Higher Diploma

Preferred Certifications

Registered tax practitioner and FAIS

Minimum Experience Level

7 - 10 years working experience in the wealth management or private wealth environment advising on estate and tax planning legal ownership options and wealth structuring local and international trust and other fiduciary advisory services.

Technical / Professional Knowledge

Relevant Software and system Knowledge
Occupational assessment report writing
Relevant regulatory knowledge
Principles of project management
Knowledge of commercial property market & property finance
Data analysis
Research methodology
Principles of Financial Management

Behavioural Competencies

Technical/Professional Knowledge and Skills
Advancing Sales Discussions
High-Impact Communication
Influencing
Decision Making
Coaching

Please contact the Nedbank Recruiting Team at

Required Experience:

Senior IC

Job Classification Job Requisition: 143529 -Melissa CloeteLocation: Clocktower Campus V&A Waterfront Cape TownCluster: Personal and Private Banking Private and Wealth National FiduciaryClosing Date: 30 January 2026EE Statement: Preference will be given to applicants from Underrepresented GroupsCar...

Job Classification

Job Requisition: 143529 -Melissa Cloete
Location: Clocktower Campus V&A Waterfront Cape Town
Cluster: Personal and Private Banking Private and Wealth National Fiduciary
Closing Date: 30 January 2026
EE Statement: Preference will be given to applicants from Underrepresented Groups

Career Stream

Fiduciary

FAIS Affected

FAIS Affected - Yes

Job Purpose

Job Responsibilities

Provision of day-to-day fiduciary advisory technical support to wealth managers financial planners/advisers international and portfolio management specialists wealth bankers structured lenders and other areas of our business eg Nedgroup Trust (Pty) Ltd in support of acquisitions servicing and retention of clients and risk mitigation.
Design build and ultimately embed estate planning capabilities structurally in the advice process by scaling the provision of these services across client segments and in so doing enable retention cross-sell upsell and/or increase margins and mitigation of risks.
Contribute towards the Centre of Excellence (CoE) work: Improve quality of advice (beyond investment/product suitability) as subject matter experts (SMEs) scale the provision of advice working closely with the broader adviser enablement team to solve for the digitalization of the advice process to include inter alia fiduciary and risk planning:
- Training: Upskill client facing employees through regular training sessions to improve the quality of fiduciary related advice and to deliver the identified scalable client segment estate planning solutions.
- Communications and webinars: Producing internal and external communications (legislative changes thought leadership etc).
- Advice planning processes and supporting material: Design processes house views
  guidance docs etc.

Job Responsibilities Continue

Provide fiduciary advisory technical expertise directly to primarily ultra-high-net-worth clients (R100 m absolute balances) high-net-worth (R10 R100 m absolute balances) and private
wealth clients. To do so you must be able to:
- Prepare detailed estate planning reports including inter alia reviewing and advising on the South African and international estate and tax planning consequences relevant to any existing South African and international estate planning tools and assets; analyse clients unique needs and circumstances; make appropriate recommendations with respect to South African and international estate and tax planning tools and techniques that can be used to meet clients unique needs.
- Provide South African and international wealth structuring advice which includes inter alia:
  - Consultation in connection with and taking instructions for the drafting of wills (dealing with South African and international assets) and where applicable facilitating the drafting of wills in foreign jurisdictions to deal with international
    assets.
  - Drafting South African trust deeds i.e. inter vivos and charitable trusts and other philanthropic structures in South Africa in accordance with relevant legislation regulations and best practice.
  - Review of existing South African and international trust structures and provision of recommendations to ensure the viability thereof in accordance with relevant legislation case law regulations and best practice.
  - Facilitating the establishment (or transfer) of new international trusts investment/property holding companies and any other relevant international structures.
  - Comprehensively explaining the estate and tax planning considerations of the different legal ownership options (local and international wealth structures).
  - Provision of exchange control advice.
Actively participate in Advice meetings by:
- Providing updates with respect to legislative and regulatory developments and case law impacting fiduciary-related matters.
- Contributing towards ensuring the document library (templates) is kept up to date e.g. estate planning reports trust deed templates and loan agreements.
- Creating house views on fiduciary-related matters.
Ensure national compliance and risk management processes and procedures are in place and ensure adherence therewith.

Essential Qualifications - NQF Level

Advanced Diplomas/National 1st Degrees

Preferred Qualification

Law Degree (Preference) Postgraduate Diploma in Financial Planning Tax qualification - Higher Diploma

Preferred Certifications

Registered tax practitioner and FAIS

Minimum Experience Level

Technical / Professional Knowledge

Relevant Software and system Knowledge
Occupational assessment report writing
Relevant regulatory knowledge
Principles of project management
Knowledge of commercial property market & property finance
Data analysis
Research methodology
Principles of Financial Management

Behavioural Competencies

Technical/Professional Knowledge and Skills
Advancing Sales Discussions
High-Impact Communication
Influencing
Decision Making
Coaching

Please contact the Nedbank Recruiting Team at

Required Experience:

Senior IC

Key Skills

Computer Hardware
Mac Os
Manufacturing & Controls
Root cause Analysis
Windows
Customer Support
Remote Access Software
Operating Systems
Encryption
Remedy
Chemistry
Cerner

Apply Now

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Senior Advice Specialist Fiduciary

Cape Town - South Africa

Job Summary

Job Classification

Career Stream

FAIS Affected

Job Purpose

Job Responsibilities

Job Responsibilities Continue

Essential Qualifications - NQF Level

Preferred Qualification

Preferred Certifications

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

Job Classification

Career Stream

FAIS Affected

Job Purpose

Job Responsibilities

Job Responsibilities Continue

Essential Qualifications - NQF Level

Preferred Qualification

Preferred Certifications

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

Key Skills

About Company

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