Trust Officer Vacancy At Nedbank
4 days ago
Nedbank is recruiting and accepting applications for Trust Officer vacancy.
Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.
Responsibilities- Adhere to company policies and procedures through appropriate investment of trust assets and overall trust administration.
- Keep up-to-date with legislation and regulation by reading up on the industry-related information.
- Ensure risks are minimised by following a checking and verification process.
- Ensure that there is no financial and reputational risk to the company by adhering to the internal knowledge base.
- Administer the client's trust in a professional manner in terms of the will or trust deed.
- Manage clients and beneficiary needs and their expectations by taking the appropriate action and delivering the required service in a timeous manner.
- Assist colleagues in trust-related problem solving by giving them advice on any specific query.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g., staff surveys).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes, systems, and policies and support implementation of new processes, policies, and systems.
- Generate an income stream through fee-taking in a timely manner in order to meet company's financial goals.
- Identify new business opportunities/leads by getting to know our clients better.
- Provide an oversight of daily administration activities by checking and verifying data.
- Keep abreast of legislation and other industry changes that impact on the role by reading the relevant newsletters, websites, and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in the field of expertise by identifying training courses and career progression for self through input and feedback from managers.
- 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.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing with the team.
NQF Level Matric / Grade 12 / National Senior Certificate.
Preferred QualificationDiploma / Higher Diploma in Banking.
NQF5 and upwards recognised by FISA and SA Banking Industry.
Associated Financial Planner / Certified Financial Planner (FPI), LLB Degree.
Preferred CertificationsFiduciary Institute of South Africa or Financial Planning Institute.
Note: Incomplete applications will not be accepted.
#J-18808-Ljbffr-
Trust Officer vacancy at Nedbank
1 week ago
Cape Town, Western Cape, South Africa Ajtechnicaldr Full timeNedbank is recruiting and accepting applications for Trust Officer vacancy.Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.ResponsibilitiesAdhere to company policies and procedures...
-
Trust Practitioner
3 weeks ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob title : Trust PractitionerJob Location : Western Cape, Cape TownDeadline : March 14, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo deliver Trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy. ...
-
Trust Officer Position at Ajtechnicaldr
4 days ago
Cape Town, Western Cape, South Africa Ajtechnicaldr Full timeJob DescriptionNedbank is seeking a Trust Officer to administer a portfolio of trusts, primarily testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services.Key ResponsibilitiesAdminister trust assets in accordance with company policies and procedures.Stay up-to-date with legislation and industry developments...
-
Trust Officer
5 days ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeOur client, a boutique fiduciary services company, is seeking a Trust Officer / Fiduciary Specialist to join their team. The purpose of the role is to manage the administration of existing Trust clients in accordance with the requirements set out by the Trust Property Act and the company's Practice Manual, as well as identify and report possible issues and...
-
Financial Services Advisor
1 day ago
Cape Town, Western Cape, South Africa Nedbank Full timeNedbank is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing knowledgeable client service that fosters mutual trust and confidence.Key Responsibilities:Provide complete solution to clients by networking and collaborating with internal stakeholders.Identify and...
-
Client Solutions Specialist
1 day ago
Cape Town, Western Cape, South Africa Nedbank Full timeWe are seeking a highly skilled Client Solutions Specialist to join our team at Nedbank. As a Client Solutions Specialist, you will be responsible for delivering exceptional client service and solutions that foster mutual trust and confidence.Key Qualifications:Advanced Diplomas / National 1st Degrees.As a Wealth Management Liaison at Nedbank, you will have...
-
Equity Research Analyst
5 days ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob ID Closing Date: 19 MarchJob Family: Investment BankingFAIS Affected: YesJob Purpose: To research and evaluate investment opportunities to generate recommendations for Nedbank High-net worth clients to optimise risk-adjusted investment outcomes.The research and analysis will focus on but is not limited to JSE listed banks and telecommunications, and...
-
Trust Officer Assistant
2 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeA client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure...
-
Trust Compliance Officer
3 days ago
Cape Town, Western Cape, South Africa Kontak Recruitment Full timeJob Description:Company Overview: Kontak Recruitment is a specialist recruitment agency, dedicated to delivering top talent in niche fields. Our expertise lies in placing candidates in key roles within these industries.Role Summary: We are currently seeking a detail-oriented and organized Trust Compliance Administrator to manage and oversee compliance for...
-
Business Manager Commercial Banking
6 days ago
Cape Town, Western Cape, South Africa NedBank Full timeBusiness Manager Mid: NCBRequisition: 138625Role: Business Manager: NCBLocation: Cape Town - PlattekloofClosing Date: 02 April 2025Job Family:Sales and ServiceCareer Stream:Relationship ManagementLeadership Pipeline:Manage Self: Professional (MSP)FAIS Affected: YesJob Purpose: To grow commercial bank revenue through the management and cross sell to existing...
-
Client Advisor
3 days ago
Cape Town, Western Cape, South Africa Nedbank Namibia Full timeEducate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for...
-
Trust Accountant and Office Supervisor
1 day ago
Cape Town, Western Cape, South Africa Black Pen Recruitment Full timeAs a Bookkeeper and Office Manager, you will be responsible for maintaining the accuracy of financial records, processing payments, and handling VAT calculations. You will also oversee day-to-day office operations, including supplies procurement, equipment maintenance, and vendor management.Minimum 5 years of bookkeeping and office management experience,...
-
Financial Services Specialist
3 days ago
Cape Town, Western Cape, South Africa Nedbank Namibia Full timeElevate client satisfaction by delivering exceptional sales and service experiences that meet their evolving needs. As a Financial Services Specialist at Nedbank Namibia, you will play a pivotal role in building lasting relationships with clients, understanding their goals, and providing tailored solutions to drive business growth and success.Key...
-
Business Manager Mid: NCB
2 weeks ago
Cape Town, Western Cape, South Africa Nedbank Namibia Full timeTo grow commercial bank revenue through the management and cross sell to existing portfolio; as well as the acquisition of new to bank high revenue commercial customers in order to create and increase revenue and maximize economic profit to achieve the banks strategic objectives and create shareholder value.Job ResponsibilitiesAcquire new commercial clients...
-
Asset Management: Data Capture Clerk
1 week ago
Cape Town, Western Cape, South Africa Nedbank Full timeLocationNedgroup Investments is looking for a Data Capture Clerk - 12 Month Contract to join our Client Services team based at the Nedbank Clocktower, V & A Waterfront, Cape Town.Job FamilyAdministration, Operations and FacilitiesCareer StreamClient ServicesLeadership PipelineManage Self: OperationalJob PurposeTo obtain, capture, verify or process data...
-
Manager: Credit
1 day ago
Cape Town, Western Cape, South Africa Nedbank Full timeRequisition and Specialist Recruiter DetailsClosing Date - 20 March 2025Cluster and LocationTotal Business Banking and Retail - Credit Value Management - GautengCredit ManagementManage Self: ProfessionalManager: Credit x 2Job PurposeThe Credit Manager's objective is to assess and evaluate the lending application for Commercial clients, to minimise...
-
Asset Management: Data Capture Clerk
2 weeks ago
Cape Town, Western Cape, South Africa Nedbank Full timeAsset Management: Data Capture Clerk - 12 Month ContractLocation: Cape Town, ZADate: 17 Mar 2025Reference: 138391LocationNedgroup Investments is looking for a Data Capture Clerk - 12 Month Contract to join our Client Services team based at the Nedbank Clocktower, V & A Waterfront, Cape Town.Job FamilyAdministration, Operations and FacilitiesClient...
-
Commercial Banking Revenue Growth Manager
6 days ago
Cape Town, Western Cape, South Africa NedBank Full timeJob DescriptionThe role of the Commercial Banking Revenue Growth Manager is to drive commercial bank revenue growth through effective management and cross-selling to existing portfolio clients, as well as acquiring new high-revenue commercial customers. This involves staying up-to-date with market trends and developments, applying specialized industry and...
-
Manager: Credit
1 week ago
Cape Town, Western Cape, South Africa NedBank Full timeRequisition and Specialist Recruiter DetailsREQ 137042 - Twanette CoetserClosing Date - 20 March 2025Cluster and LocationTotal Business Banking and Retail - Credit Value Management - GautengPlattekloof, Western CapeCareer Stream Credit Management Leadership Pipeline Manage Self: ProfessionalManager: Credit x 2Job PurposeThe Credit Manager's objective is to...
-
Trust Administrator
7 days ago
Cape Town, Western Cape, South Africa Kontak Recruitment Full timeJob Description">Manage and maintain accurate and up-to-date trust client files, including contact details.Ensure compliance with all regulatory and statutory requirements locally and internationally.Draft essential documents such as trustee resolutions and meeting minutes.Effectively liaise with third parties, such as SARS, the Master of the High Court,...