Head of Trust

2 weeks ago

Centurion, South Africa Momentum Life Full time

**Introduction**

Momentum Trust is a division of Momentum, a financial services company with our head offices in Centurion, Gauteng. Momentum has positioned itself to be at the forefront of delivering tools and solutions that will help individuals, families and businesses achieve their financial goals. We are driven by integrity, accountability and excellence and are continuously investing in building up a knowledge base that will enable us to effect a significant improvement in the future financial wellness of our clients.

**Role Purpose**

To develop and implement Momentum Trust's overall strategy to provide Trustee and Trust Administration Services to the market segments in which Momentum Trust has a presence. The Head of Trusts will be responsible for the development of the Operational Plans through which the Trustee and Trust Administration Service will be implemented. As a member of the management team of Momentum Trust, the Head of Trusts will be responsible for overseeing the Trust Department within Momentum Trust, including monitoring performance against targets and for ensuring that adequate risk controls are in place.The Head of Trusts will represent Momentum Trust to major customers and professional institutions.

**Requirements**:
**Experience and Qualifications**

**Qualifications**:

- Legal and/or accounting degree
- Relevant post-graduate qualification will be advantageous
- Professional Admission and / or membership of industry bodies (FPI, STEP & FISA) will be advantageous

**Experience**:

- At least 8 - 10 years' experience in a fiduciary business (trust company or professional practice) at a senior level, which covers:

- Establishment and registration of various types of trusts
- Taking up appointment as trustee on trusts and chairing trustee meetings
- Advice on the role and management of Trusts in estate planning, and providing insight and support to trustees and beneficiaries regarding the administration of their trusts and other estate planning structures
- Auditing Trust Deeds and advising on best practice
- Drafting of documents (agreements and resolutions) associated with the administration of trusts and estate planning structures
- People and project management.

**Additional Requirements**:

- Strategic thinker;
- Deadline driven;
- Strong service orientation;
- Quality conscious;
- Solid administrative skills;
- Good interpersonal skills;
- Bilingual - Fluency in English and Afrikaans;
- Excellent verbal and written communication skills.

**Duties & Responsibilities**
- Development of Strategy and operational plans;
- Implementation of strategy;
- Achievement of performance objectives set for the Trust Department;
- Management and oversight of Trust Department, including the preparation of management reports;
- Marketing and Client Liaison / engagement with financial advisers;
- Advice on Trust and Trust related matters;
- Momentum Trust nominee on Trusts.

**Competencies**
- Deciding & Initiating Action;
- Adhering to Principles and Values;
- Presenting and Communicating Information;
- Delivering Results & Meeting Customer Expectations;
- Adapting and Responding to change.

  • Head: Programmes

    Found in: beBee jobs ZA - 2 weeks ago

    Centurion, Gauteng, South Africa Development Bank of Southern Africa Full time

    Development Bank of Southern Africa's job vacancy, Career and RecruitmentJob title : Head: Programmes – Centurion jobs in GautengJob Location : Gauteng, CenturionDeadline : May 17, 2024Quick Recommended LinksJobs by LocationJob by industries The Head: Programmes will be responsible for: 1.Strategic development and contributionDevelop the Programme...

  • Head: Programmes

    Found in: beBee S ZA - 2 weeks ago

    Gauteng, Centurion, South Africa Development Bank of Southern Africa Full time

    Development Bank of Southern Africa’s job vacancy, Career and Recruitment Job title : Head: Programmes – Centurion jobs in Gauteng Job Location : Gauteng, Centurion Deadline : May 17, 2024 Quick Recommended Links Jobs by Location Job by industries The Head: Programmes will be responsible for:  1.Strategic development and contribution Develop the...

  • Head: Human Capital Technology

    Found in: Talent ZA C2 - 2 weeks ago

    Centurion, South Africa ARCS Full time

    Exciting Job Opportunity: Head of Human Capital TechnologyAre you ready to lead and shape the future of Human Capital Technology? We are seeking a dynamic individual to take on the role of Head of Human Capital Technology. In this pivotal position, you will provide strategic direction and oversee the Digital Enablement Strategy and processes, driving...

  • Head: Human Capital Technology

    Found in: Whatjobs ZA C2 - 7 days ago

    Centurion, South Africa ARCS Full time

    Requirements: Degree in Business, Information Technology, Computer Science, Engineering, or a related field. Postgraduate degree in Business, Information Technology, Computer Science, Engineering, or a related field (advantageous). Bring over 7 years of experience in a similar role, showcasing your expertise in designing, building, and managing digital...

  • Head: Human Capital Technology

    Found in: Adzuna ZA B C2 - 2 weeks ago

    Centurion, South Africa Adzuna ZA B C2 Full time

    Requirements:Degree in Business, Information Technology, Computer Science, Engineering, or a related field.Postgraduate degree in Business, Information Technology, Computer Science, Engineering, or a related field (advantageous).Bring over 7 years of experience in a similar role, showcasing your expertise in designing, building, and managing digital...

  • Head: Human Capital Technology

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Centurion, South Africa ARCS Full time

    Requirements:Degree in Business, Information Technology, Computer Science, Engineering, or a related field.Postgraduate degree in Business, Information Technology, Computer Science, Engineering, or a related field (advantageous).Bring over 7 years of experience in a similar role, showcasing your expertise in designing, building, and managing digital...

  • Regulatory Compliance Specialist

    Found in: Talent ZA C2 - 5 days ago

    Centurion, South Africa ARCS Full time

    Company Overview: A leading financial services group is dedicated to helping individuals and businesses achieve their financial goals and life aspirations, providing practical financial solutions to communities and businesses alike.Role Purpose: The Regulatory Compliance Specialist is tasked with assisting in implementing and maintaining processes and...

  • Exploration Geologist

    5 days ago

    Centurion, South Africa De Beers Group of Companies Full time

    Company Description - We have an exciting opportunity for an Exploration Geologist. The purpose of this role is to gather geological information so as to increase the confidence in the relevant mineralization in order to ensure quality data are handed over to the rest of the value chain and therefore increase Kumba’s Mineral Endowment in the...

  • CEO: Asset Management

    3 days ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...