South Africa Job Openings

Nedbank

Trust Practitioner

Cape Town

October 17, 2024

Job Classification

Job Requisition - 136244
Closing Date - 25 October 2024
Location - Cape Town
Cluster - Nedbank Wealth - Wealth Management SA Business Unit
Please Note: Preference will be given to applicants from Underrepresented Groups

Job Family

Sales and Services

Career Stream

Fiduciary

Leadership Pipeline

Manage Self: Technical

FAIS Affected

Job Purpose

To deliver Trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy.
To administer a portfolio of trusts, of varying nature and complexity for the purpose of generating fees and contributing to the Client Value Proposition of Money Experts that do good” as part of a full range of fiduciary services, to make Nedbank the great place to bank for our clients.

Job Responsibilities

Meet Income Financial Targets consistently, i.e., also be responsible for the financial viability analysis of each client, and that valid, accurate and complete fees are taken each month
Ensure Costs are contained, and efficiencies implemented to reduce cost to business
Meet all agreed client service and satisfaction objectives, measured through Client Surveys undertaken from time-to-time
Respond to clients within 24 hours of initial client contact; [whether through emails, telephonic or other means]
Monitor own monthly work output to ensure any deadlines set by external parties or internal deadlines or commitments are met. Including regulatory deadlines per client are met
Ensure the client objectives and requirements are executed with care, skill and diligence as a Fiduciary representative of the trust and the Business
Manage client accounts to ensure all liabilities are paid timeously, insurances are paid, assets are managed in line with the objective of the trust instrument
Complaints: ensure all complaints are logged onto channel and responded within the defined SLA
Ensure key client information on systems meets internal control requirements
Planning clients with foresight to ensure unplanned for events can be dealt with minimal disruption to client service delivery
Build trusting and sound working relationships built with team members, managers, peers and cross-functional departments to deliver results to the common client
Proactively build relations and networks to understand the bigger picture and deliver breakthrough results and experience for clients. Comply with risk standards defined, ensure self-monitoring and appropriate corrective action taken when risk matters are raised
Understand and live the Nedbank Vision, Values and Goals and ascribe to the People Promise and the NEDBANK WAY
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
Performance against targets set for regulatory compliance, risk management/risk appetite, internal audit, Market conduct and culture program and other business process obligations
Practice regular training to ensure knowledge about Laws, regulations and compliance is kept up to date and relevant
Ensure that there is sufficient representation and attendance at Stakeholder & Industry discussions e.g. FISA membership, BASA discussions, etc.

People Specification

Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Fiduciary post-graduate diploma
Bachelor’s degree in law, Accounting or Tax

Essential Certifications

Preferred Certifications

Fiduciary Institue of South Africa or Financial Planning Institue.

Minimum Experience Level

At least 5-8 years’ experience in the fiduciary business especially Trusts

Technical / Professional Knowledge

Administrative procedures and systems
Business writing skills
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
Applied Learning
Work Standards
Earning Trust
Decision Making
Quality Orientation

Please contact the Nedbank Recruiting Team at +27 860 555 566

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