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Senior Trust Practitioner

Nedbank Private WealthCape Town, Western Cape, South Africa

9 hours ago

Job description

Job Information

Job Requisition :
TA Specialist : Refilwe Falatsi
Closing Date : 27 August 2025
Location : Clocktower Campus V&A Waterfront Cape Town
Cluster : Personal and Private Banking Private and Wealth Nedbank Trust Trust Services
Please Note : Preference will be given to applicants from Underrepresented Groups
12 month contract

Job Family

Sales and Services

Career Stream

Fiduciary

Job Purpose

To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients

Job Responsibilities

Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.

Receive all relevant documents from the heirs and send them to the relevant authorities for processing.

Engage our internal clients (NFP; PFA) by keeping them up to date with regular progress report.

Responding to client queries and complaints within 48 hours.

Escalating complaints to Management.

Foster professional relationships with beneficiaries; intermediaries and others.

Finalise estates within a reasonable time to ensure client satisfaction.

Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.

Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.

Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and / or maintained within specified time frames.

Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.

Ensure that internal control procedures are adhered to for instance : Making sure that all estates assets are insured against loss - Cash reconciliation statements are checked for correctness by management before any cash distribution - Get equity mandates from the heirs before liquidating any assets.

Take control of the deceased assets and ensuring that they are allocated to the lawful heirs.

Update stats and have monthly meetings with Management to identify possible risks.

Generate revenue by taking executors fees.

Refering sales leads relating to stockbroking; investments; short term insurance; trusts; tax; Wills; property sales to various departments in the group.

Finalise estates within the shortest possible time to maximise profits by making use of statistics and progress reports.

People Specification

Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas / National 1st Degrees

Preferred Qualification

LLB / Post Graduate Diploma in Financial Planning.

Essential Certifications

Fiduciary Institute of South Africa (FISA)

Preferred Certifications

Fiduciary Institute of South Africa.

Fiduciary Practioner of SA

Trust and Estate Practitioner

CFP

Minimum Experience Level

5 - 7 years in trust administration or fiduciary services.

Proven experience managing complex trust structures of HNW clients including :

Testamentary and inter vivos trust

Offshore trusts

Experience working with beneficiaries trustees and legal advisors.

Technical / Professional Knowledge

Microsoft Office

Administrative procedures and systems

Relevant regulatory knowledge

Relevant software and systems knowledge

Banking knowledge

Banking procedures

Cluster Specific Operational Knowledge

Business principles

Business terms and definitions

Governance Risk and Controls

Behavioural Competencies

Customer Focus

Work Standards

Collaborating

Communication

Managing Work

Building Partnerships

Please contact the Nedbank Recruiting Team at

Required Experience :

Senior IC

Key Skills

Children Activity,Accomodation,Building Services,Corporate Partnerships,Core Banking,E-Commerce

Employment Type : Full Time

Experience : years

Vacancy : #J-18808-Ljbffr

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Senior Practitioner • Cape Town, Western Cape, South Africa

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