Head of Fiduciary

1 month ago

Johannesburg, South Africa The Recruitment Council Full time

Job Title: Head: Fiduciary
Division: Financial Advisory Services

Overview:
An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions tailored to high-net-worth clients. The ideal candidate will demonstrate a blend of technical expertise, leadership, and relationship management skills to establish the fiduciary offering as a trusted and respected service.

Key Responsibilities:
1. Fiduciary Development and Strategy:

  • Develop and implement a strategic business plan for the fiduciary function.
  • Establish standardized service offerings and process flows.
  • Build strong relationships with service providers, intermediaries, and business partners.
  • Draft agreements for legal review and oversee the adoption of supporting technology.
  • Create and execute a marketing strategy to promote fiduciary services.

2. Technical Expertise:

  • Provide expert estate planning services, including drafting wills and trust deeds.
  • Advise on tax-efficient estate and company structuring.
  • Facilitate both local and offshore trust/company structuring.
  • Review and amend legal documents to ensure accuracy and relevance.

3. Financial and Risk Management:

  • Oversee budgeting, cash flow management, and risk assessments.
  • Ensure compliance with financial regulations and draft regulatory manuals.
  • Identify and mitigate potential business risks.

4. Collaboration and Client Engagement:

  • Partner with internal teams to identify and capitalize on new business opportunities.
  • Support marketing efforts to promote fiduciary services to clients and stakeholders.
  • Conduct presentations to educate clients and internal teams on fiduciary offerings.

5. Leadership and Team Development:

  • Recruit, develop, and manage a high-performing fiduciary team.
  • Provide training on legislative changes and industry best practices.
  • Foster a culture of teamwork and professional growth.

Performance Measures:

  • Achievement of sales and growth targets.
  • Positive feedback from stakeholders and clients.
  • Effective risk and compliance management.
  • Establishment of the fiduciary division as a trusted service for high-net-worth clients.

Qualifications and Skills:

  • Relevant tertiary qualification (e.g., BCom Law, LLB, or equivalent).
  • CFP certification (advantageous).
  • 510 years of experience in fiduciary services, with a focus on estate planning.
  • Knowledge of fiduciary regulations and financial advisory legislation.
  • Proven expertise in working with high-net-worth clients and intermediary networks.
  • Strong skills in risk management, sales, and negotiation.
  • Effective presentation, relationship management, and people leadership skills.

Personal Attributes:

  • Results-oriented and motivated to achieve goals.
  • Adaptable to change and open to innovation.
  • Team-oriented with a focus on collaboration and integrity.
  • Strong problem-solving and time management abilities.

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