To take on the role of professional nominee of 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 the Group

Job Description
• Act as professional trustee and manage relationships with all stakeholders on a book trust clients. Consisting of testamentary,inter vivos and 3rd party trusts. Duties will include the following:
o General risk management and governance of the Trust
o Compliance with all relevant legislation
o Protection of Trust assets
o Providing of expertise as professional trustee
o Co-ordination of administration, bookkeeping, compliance and legal functions
o Conducting trustee meetings
o Drafting of resolutions
o Liaison between all stakeholders, ie. Investment managers, beneficiaries, trustees, settlors, SARS, accounting and tax consultants and all other third parties
• Managed Internal Processes
• Managed Stakeholder Relationships
• Managed Transformation and Innovation
• Managed Self and Team
• Managed Financial and Business Results

Qualifications
• Law Degree; or Commerce Degree majoring in Finance preferably
• Higher Diploma in Tax or HDIP Tax will be an advantage
• Postgraduate Diploma in Financial Planning will be an advantage
• Admitted legal practitioner
• Registered tax practitioner - SAIT
• CFP®
• FPSA
• STEP
• FAIS

Experience
• Minimum five years' working experience in a similar role within the private wealth environment

Behavioural Competencies
• Customer Focus
• Driving for Results
• Building Trust
• Coaching
• Planning and Organizing
• Delegating Responsibility