Senior Trust Practitioner 133971

To deliver Trust services through individual professional contribution influence effort and 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.

Job Responsibilities Continue

• 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 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
• Advanced Diplomas / National 1st Degrees

Preferred Qualification

• Fiduciary Post Graduate Diploma
• Bachelors degree in law Accounting or Tax

Essential Certifications

Fiduciary Institute of South Africa.

Minimum Experience Level

5-8 years experience in the fiduciary business with most exposure to Trusts.

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
• Customer Focus
• Work Standards
• Communication
• Managing Work
• Building Partnerships

Please contact the Nedbank Recruiting Team at

Required Experience: Senior IC

Key Skills: Children Activity, Accommodation, Building Services, Corporate Partnerships, Core Banking, E-Commerce