Job Title: Head: Fiduciary Location: Sandton, Johannesburg Overview: An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary division as a market leader.

Responsibilities:

Strategic Leadership and Business Growth Develop and implement the fiduciary business plan with clear objectives and measurable success indicators. Standardize fiduciary offerings across regions and establish competitive market positioning. Drive the development of marketing strategies and initiatives to promote services. Foster partnerships with stakeholders to capitalize on business growth opportunities. Client and Advisor Support Provide expert fiduciary services, including estate planning, will drafting, and trust structuring. Collaborate with advisors and portfolio managers to identify and support new business opportunities. Deliver presentations to clients, intermediaries, and internal teams to promote fiduciary value. Operational Management Oversee financial management, including budgeting, tax efficiency, and cash flow control. Design efficient workflows and establish technology infrastructure to support service delivery. Ensure compliance with regulatory requirements and implement robust risk management measures. Team Leadership Recruit, manage, and mentor a high-performing fiduciary team. Conduct training on legislative updates, sales techniques, and best practices. Promote a collaborative and supportive work environment to achieve business objectives. Key Performance Indicators: Achievement of sales and financial targets. Establishment of the fiduciary division as a leading brand in the high-net-worth sector. Effective risk and compliance management. Positive feedback from stakeholders and partners. Required Qualifications and Skills: Relevant tertiary qualification (e.g., BCom Law, LLB, BProc). CFP designation (advantageous). 510 years of experience in fiduciary services with a focus on estate planning. Strong knowledge of FAIS and fiduciary regulatory frameworks. Proven skills in relationship management, sales, risk management, and team leadership. Personal Attributes: Results-driven with a proactive and innovative approach. Exceptional communication, negotiation, and presentation skills. Integrity, resourcefulness, and adaptability in a dynamic environment.
Head Fiduciary position available in Gauteng, Johannesburg. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-01-31 at 13:41:35 in the Tourism Hospitality category