Trust Practitioner

Nedbank; Cape Town; Hybrid; ZAR 480,000 - 640,000; Full time

Job summary

Nedbank Private and Wealth – Nedgroup Trust is seeking a skilled professional to administer a portfolio of trusts, predominantly testamentary, to generate fiduciary fees and expand client leads.

The role requires 2–5 years of relevant experience, solid regulatory knowledge, and strong client relationship skills. Hybrid work arrangement with a preference for candidates in the Cape Town area.

Qualifications

• Matric/NSC or equivalent required.
• Diploma or higher diploma in Banking preferred.
• LLB or other recognised law/business degrees valued.
• NQF5+ recognised by FISA and SA Banking Industry.
• Fiduciary certification with relevant regulatory bodies preferred.

Responsibilities

• Adhere to policies and administer trust assets and administration.
• Keep up-to-date with applicable legislation and industry developments.
• Minimise risk by following verification processes.
• Ensure compliance with internal knowledge base and governance.
• Administer client trusts per will/trust deed.
• Manage client and beneficiary needs and expectations with timely service.
• Assist colleagues with trust-related queries and problem solving.
• Contribute to Nedbank transformation and CSR initiatives.
• Identify opportunities to improve processes, policies, systems.

Skills

Trust administration

Regulatory knowledge

Client relationship

Data accuracy

Financial services

Decision making

Education

Matric / NSC

Diploma/Higher Diploma in Banking

LLB Degree

NQF5 & above (FISA & SA Banking Industry)

Fiduciary certification (FISA)

Tools

Fiduciary software systems

Job description

Requisition - 143970 - Melissa Cloete
Business Unit - Nedbank Private and Wealth - Nedgroup Trust
Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town

Work Arrangement - Hybrid (3 days in office)
Closing Date - 22 September 2026

Please note that we reserve the right to close this vacancy before the advertised closing date. We encourage interested candidates to apply as soon as possible.

Employment Equity - Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales and Services

Manage Self: Technical

Job Purpose

To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.

Job Responsibilities

• Adhere to company policies and procedures through appropriate investment of trust assets and overall trust administration.
• Keep up-to-date with legislation and regulation by reading up on the industry-related information.
• Ensure risks are minimised by following a checking and verification process.
• Ensure that there is no financial and reputational risk to the company by adhering to the internal knowledge base.
• Administer the client's trust in a professional manner in terms of the will or trust deed.
• Manage clients and beneficiary needs and their expectations by taking the appropriate action and delivering the required service in a timeous manner.
• Assist colleagues in trust-related problem solving by giving them advice on any specific query.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Generate an income stream through fee-taking in a timely manner in order to meet company's financial goals.
• Identify new business opportunities/leads by getting to know our clients better.
• Provide an oversight of daily administration activities by checking and verifying data.
• 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 sharing knowledge with team

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Diploma/Higher Diploma in Banking.
• NQF5 and upwards recognised by FISA and SA Banking Industry.
• LLB Degree.

Preferred Certifications

Fiduciary Institue of South Africa or Financial Planning Institue.

Minimum Experience Level

2 - 5 years relevant experience administering a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services

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
• Customer Focus
• Work Standards
• Earning Trust
• Decision Making
• Quality Orientation

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