Head Fiduciary

5 days ago

Johannesburg, South Africa The Recruitment Council Full time

Job Title: Head: Fiduciary
Location: Sandton, Johannesburg

Overview:
An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary division as a market leader.

Responsibilities:

Strategic Leadership and Business Growth

  • Develop and implement the fiduciary business plan with clear objectives and measurable success indicators.
  • Standardize fiduciary offerings across regions and establish competitive market positioning.
  • Drive the development of marketing strategies and initiatives to promote services.
  • Foster partnerships with stakeholders to capitalize on business growth opportunities.

Client and Advisor Support

  • Provide expert fiduciary services, including estate planning, will drafting, and trust structuring.
  • Collaborate with advisors and portfolio managers to identify and support new business opportunities.
  • Deliver presentations to clients, intermediaries, and internal teams to promote fiduciary value.

Operational Management

  • Oversee financial management, including budgeting, tax efficiency, and cash flow control.
  • Design efficient workflows and establish technology infrastructure to support service delivery.
  • Ensure compliance with regulatory requirements and implement robust risk management measures.

Team Leadership

  • Recruit, manage, and mentor a high-performing fiduciary team.
  • Conduct training on legislative updates, sales techniques, and best practices.
  • Promote a collaborative and supportive work environment to achieve business objectives.

Key Performance Indicators:

  • Achievement of sales and financial targets.
  • Establishment of the fiduciary division as a leading brand in the high-net-worth sector.
  • Effective risk and compliance management.
  • Positive feedback from stakeholders and partners.

Required Qualifications and Skills:

  • Relevant tertiary qualification (e.g., BCom Law, LLB, BProc).
  • CFP designation (advantageous).
  • 510 years of experience in fiduciary services with a focus on estate planning.
  • Strong knowledge of FAIS and fiduciary regulatory frameworks.
  • Proven skills in relationship management, sales, risk management, and team leadership.

Personal Attributes:

  • Results-driven with a proactive and innovative approach.
  • Exceptional communication, negotiation, and presentation skills.
  • Integrity, resourcefulness, and adaptability in a dynamic environment.

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