Senior Trust Practitioner

<p><img id="Picture_x0020_1" src="https://rmkcdn.successfactors.com/dd82a348/461743ac-ca78-42fa-8634-a.png" style="height:255.0px;width:600.0px"></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:18.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Classification</b></H2> </div><div><p><strong>Requisition</strong> - 145839- Melissa Cloete</p> <p><strong>Business Unit </strong>- Nedbank Private and Wealth; Nedgroup Trust </p> <p><strong>Location</strong> - Nedbank Clocktower Campus, V&amp;A Waterfront, Cape Town</p> <p><strong>Work Arrangement</strong> - Hybrid, 3 days in office</p> <p><strong>Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups</strong></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Job Family</H2> </div><div>Sales and Services</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Career Stream</H2> </div><div>Fiduciary</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Leadership Pipeline</H2> </div><div>Manage Self: Technical</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Purpose</b></H2> </div><div><p><strong>The role is based at our Cape Town of Johannesburg offices and would require you to be in office 3 days a week.</strong></p> <p>You will take on the role of professional nominee, to provide specialist trust services and in support of other business development activities within Nedgroup Trust.</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities</b></H2> </div><div><ul> <li>Act as professional trustee and manage relationships with all stakeholders on a book of trust clients, consisting of<br>testamentary, inter vivos and special trusts.</li> <li>General risk management and governance of the Trust;</li> <li>Compliance with all relevant legislation;</li> <li>Protection of Trust assets and the interests of beneficiaries;</li> <li>Providing expertise as a professional trustee;</li> <li>Building professional relationships with various stakeholders;</li> <li>Co-ordination of administration, bookkeeping, compliance and legal functions;</li> <li>Conducting trustee meetings;</li> <li>Drafting of resolutions;</li> <li>Liaison between all stakeholders, ie. settlors, beneficiaries, co-trustees, investment managers, accounting and tax consultants and all other third parties.</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Essential Qualifications - NQF Level</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Matric / Grade 12 / National Senior Certificate </li><li>Advanced Diplomas/National 1st Degrees </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Preferred Qualification</H2> </div><div><ul> <li>Advanced Diploma in Estate and Trust Administration</li> <li>Law Degree (advantageous)</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Minimum Experience Level</H2> </div><div><p>3-5 years as a Senior Trust Practitioner within a legal / banking environment</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Technical / Professional Knowledge</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Microsoft Office </li><li>Administrative procedures and systems </li><li>Relevant regulatory knowledge </li><li>Relevant software and systems knowledge </li><li>Banking knowledge </li><li>Banking procedures </li><li>Cluster Specific Operational Knowledge </li><li>Business principles </li><li>Business terms and definitions </li><li>Governance, Risk and Controls </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Behavioural Competencies</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Customer Focus </li><li>Work Standards </li><li>Collaborating </li><li>Communication </li><li>Managing Work </li><li>Building Partnerships </li></ul></div></div><p style="line-height:18.9px"><img alt="" height="228" src="https://rmkcdn.successfactors.com/dd82a348/61ad7a3f-eb85-4980-a04c-e.jpg" style="height:75.0px;width:600.0px" width="245"></p> <p style="line-height:18.9px">---------------------------------------------------------------------------------------</p> <p style="line-height:18.9px"><span style="color:#006341"><em><b>Please contact the Nedbank Recruiting Team at +27 860 555 566 </b></em></span></p>