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Senior Trust Practitioner - JHB

Job Description - Senior Trust Practitioner - JHB



Job Classification

Requisition - 147657- Melissa Cloete


Business Unit - Nedbank Private and Wealth; Nedgroup Trust 


Location - Nedbank Rivonia Campus, 135 Rivonia Road, Sandton


Work Arrangement - Hybrid, 3 days in office


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

Job Family

Sales and Services

Career Stream

Fiduciary

Leadership Pipeline

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;

  • Conducting trustee meetings;

  • 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

Behavioural Competencies

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


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


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About the Company

Nedbank Private Wealth

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