Nedbank Vacancies Cape Town – Senior Trust Practitioner

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