Senior Fiduciary Professional
2 weeks ago
**The Role:** As Head Fiduciary, you will lead our team in delivering top-tier estate planning, fiduciary, and trust services to our clients. You will drive business growth, enhance client retention, and establish our fiduciary division as a market leader.
**Responsibilities:**
- Strategic Leadership and Business Growth: Develop and implement a comprehensive business plan with clear objectives and measurable success indicators, standardize fiduciary offerings across regions, and establish competitive market positioning.
- 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, and 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.
**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.
**Estimated Salary:** R1,200,000 per annum (dependent on experience)
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