Senior Trust Practitioner

2 weeks ago

Cape Town, Western Cape, South Africa Nedbank Full time

Job Classification

  • Job Family
  • Sales and Services


 Career Stream
  • Fiduciary
  • Leadership Pipeline
  • Manage Self: Technical
  • FAIS Affected
    Job Purpose
  • To deliver Trust services through individual professional contribution, influence, effort and selfmanagement in line with the Nedbank and Nedgroup Trust business strategy. To administer a portfolio of Trusts, of varying nature and complexity for the purpose of generating fees and contributing to the Client Value Proposition of Money Experts that do good as part of a full range of fiduciary services, to make Nedbank the great place to bank for our clients.

Responsibilities:

  • Meet Income Financial Targets consistently, i.e., also be responsible for the financial viability analysis of each client, and that valid, accurate and complete fees are taken each month.
  • Ensure Costs are contained, and efficiencies implemented to reduce cost to business.
  • Meet all agreed client service and satisfaction objectives, measured through Client Surveys undertaken from timetotime.
  • Monitor own monthly work output to ensure any deadlines set by external parties or internal deadlines or commitments are met. Including regulatory deadlines per client are met.
  • Ensure the client objectives and requirements are executed with care, skill and diligence as a Fiduciary representative of the trust and the Business.
  • Manage client accounts to ensure all liabilities are paid timeously, insurances are paid, assets are managed in line with the objective of the trust instrument.
  • Complaints: ensure all complaints are logged onto channel and responded within the defined SLA
  • Ensure key client information on systems meets internal control requirements
  • Planning clients with foresight to ensure unplanned for events can be dealt with mínimal disruption to client service delivery.

Job Responsibilities Continue

  • Build trusting and sound working relationships built with team members, managers, peers and crossfunctional departments to deliver results to the common client.
  • Proactively build relations and networks to understand the bigger picture and deliver breakthrough results and experience for clients.
Comply with risk standards defined, ensure self-monitoring and appropriate corrective action taken when risk matters are raised.

  • Understand and live the Nedbank Vision, Values and Goals and ascribe to the People Promise and the NEDBANK WAY.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
  • Performance against targets set for regulatory compliance, risk management/risk appetite, internal audit, Market conduct and culture program and other business process obligations.
  • Practice regular training to ensure knowledge about Laws, regulations and compliance is kept up to date and relevant.
  • Ensure that there is sufficient representation and attendance at Stakeholder & Industry discussions e.g. FISA membership, BASA discussions, etc.

People Specification

  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees


 Preferred Qualification
  • Fiduciary
Post Graduate Diploma

  • Bachelor's degree in law, Accounting or Tax


 Essential Certifications
  • Preferred Certifications
  • Fiduciary
Institute of South Africa.
  • Minimum Experience Level 58 years' experience in the fiduciary business, with most exposure to Trusts.
    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
- **_Please contact the Nedbank Recruiting Team at _

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