Senior Fiduciary Director
3 weeks ago
About the Role
The Recruitment Council is seeking a seasoned Senior Fiduciary Director to lead and grow a high-performing team in Sandton, Johannesburg. This role involves 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.
Based on industry standards and considering the location, the estimated salary for this position is R2 500 000 - R3 500 000 per annum.
Key Responsibilities
- Develop and implement a comprehensive 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.
Required Qualifications and Skills
- Relevant tertiary qualification (e.g., BCom Law, LLB, BProc).
- CFP designation (advantageous).
- Minimum 10 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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