Senior Trust Practitioner - JHB

Nedbank; Johannesburg; On-site; ZAR 550,000 - 900,000; Full time

Job summary

Nedbank Private and Wealth, Nedgroup Trust, is seeking a skilled professional trustee to lead trust administration and governance for a diverse client book in a hybrid work setup. The role focuses on fiduciary duties, regulatory compliance, and stakeholder coordination within Nedbank’s trusted wealth platform.

The ideal candidate will bring 3–5 years of Senior Trust Practitioner experience, strong regulatory knowledge, and proven ability to manage complex trust relationships with beneficiaries,

Qualifications

• Matric/Grade 12 or equivalent required.
• Advanced Diplomas/National 1st Degrees preferred.
• Advanced Diploma in Estate and Trust Administration is desirable; Law Degree advantageous.

Responsibilities

• Act as professional trustee and manage relationships with all stakeholders on a book of trust clients, including testamentary, inter vivos and special trusts.
• General risk management and governance of the Trust.
• Compliance with all relevant legislation.
• Protection of Trust assets and the interests of beneficiaries.
• Providing expertise as a professional trustee.
• Building professional relationships with various stakeholders.
• Coordination of administration, bookkeeping, compliance and legal functions.
• Drafting of resolutions.
• Liaison between all stakeholders (settlers, beneficiaries, co-trustees, investment managers, accounting and tax consultants and third parties).

Skills

Microsoft Office

Regulatory knowledge

Banking knowledge

Governance, Risk and Controls

Customer Focus

Communication

Managing Work

Building Partnerships

Liaison with stakeholders

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Advanced Diploma in Estate and Trust Administration

Job description

Business Unit - Nedbank Private and Wealth; Nedgroup Trust

Work Arrangement - Hybrid, 3 days in office

Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups

Job Family

Sales and Services

Manage Self: Technical

Job Purpose

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.

Job Responsibilities

• Act as professional trustee and manage relationships with all stakeholders on a book of trust clients, consisting of
  testamentary, inter vivos and special trusts.
• General risk management and governance of the Trust;
• Compliance with all relevant legislation;
• Protection of Trust assets and the interests of beneficiaries;
• Providing expertise as a professional trustee;
• Building professional relationships with various stakeholders;
• Co-ordination of administration, bookkeeping, compliance and legal functions;
• Drafting of resolutions;
• Liaison between all stakeholders, ie. settlors, beneficiaries, co-trustees, investment managers, accounting and tax consultants and all other third parties.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Advanced Diploma in Estate and Trust Administration
• Law Degree (advantageous)

Minimum Experience Level

• 3-5 years as a Senior Trust Practitioner within a legal / banking environment

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

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).