Senior Trust Practitioner
Johannesburg - South Africa
Job Summary
RequisitionMelissa Cloete
Business Unit - Nedbank Private and Wealth; Nedgroup Trust
Location - Nedbank Clocktower Campus V&A Waterfront Cape Town
Work Arrangement - Hybrid 3 days in office
Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups
The role is based at our Cape Town of Johannesburg 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.
- 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 and tax consultants and all other third parties.
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Advanced Diploma in Estate and Trust Administration
- Law Degree (advantageous)
3-5 years as a Senior Trust Practitioner within a legal / banking environment
- 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
- Customer Focus
- Work Standards
- Collaborating
- Communication
- Managing Work
- Building Partnerships
Please contact the Nedbank Recruiting Team at
Required Experience:
Senior IC
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