Nedbank Vacancies Cape Town – Senior Trust Practitioner

Website Nedbank

Job Description:

To take on the role of professional nominee on a book of high net worth trusts and to provide specialist trust services to high net worth clients and in support of other business development activities within Nedgroup Trust.

Job Responsibilities:

  • General risk management and governance of the Trust
  • Liaison between all stakeholders, ie. Investment managers, beneficiaries, trustees, settlors, SARS, accounting and tax consultants and all other third parties.
  • Compliance with all relevant legislation
  • Providing of expertise as professional trustee;
  • Drafting of resolutions;
  • Co-ordination of administration, bookkeeping, compliance and legal functions;
  • Conducting trustee meetings;
  • Protection of Trust assets

Job Requirements:

  • Sharing information in different ways to increase stakeholders understanding
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Comparing two or more sets of information
  • Tracking cost against a budget
  • Working in a fast-paced and changing environment
  • Working with a group to identify alternative solutions to a problem
  • Interacting with external clients
  • Checking accuracy of reports and rec

Qualification & Experience:

  • Admitted Legal Practitioner
  • FAIS
  • Postgraduate Diploma in Financial Planning will be an advantage
  • STEP
  • Law Degree
  • FPSA
  • Registered Tax Practitioner (SAIT)
  • Advanced Diplomas/National 1st Degrees
  • CFP
  • Higher Diploma in Tax or HDIP Tax will be an advantage
  • Matric / Grade 12 / National Senior Certificate

Job Details:

Company: Nedbank

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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