Fiduciary Partner | Sandton
Our client is seeking an experienced, dynamic, and strategic Fiduciary Partner to join their team. In this role, you will implement and administer estate planning solutions for high-net-worth clients, provide expert guidance on local and offshore trust structures, act as a professional representative trustee, and assist with deceased estate reporting.
If you excel at client relationship management, complex legal/fiduciary drafting, and risk-managed advice, this is an exceptional career opportunity.
Key Responsibilities:
If you excel at client relationship management, complex legal/fiduciary drafting, and risk-managed advice, this is an exceptional career opportunity.
Key Responsibilities:
- Protect institutional integrity by delivering consistent, professional client service and building long-lasting relationships.
- Partner with Wealth Advisors on business development initiatives, proposals, and client onboarding.
- Provide expert advice on fiduciary, tax, estate planning, and local/offshore structuring matters.
- Schedule and conduct professional client consultations and annual trustee meetings.
- Accurately draft fiduciary documentation, including Wills, trust deeds, reports, resolutions, agreements, and estate reporting documents.
- Perform estate duty and relevant fiduciary calculations.
- Oversee trust administration and ensure full compliance with governing legislation, local regulations (Master of the High Court, SARS, FICA, FAIS, POPIA, FATCA, exchange control), and corporate governance.
- Liaise with deceased estate teams, heirs, and advisors on progress and administration.
- Identify cross-selling and business growth opportunities while ensuring practice commerciality.
- Mentor and guide junior team members on technical and operational best practices.
- Collaborate with internal forums to assess advice risk, contribute to house views, and present solutions.
- Write articles, present updates, and stay ahead of market trends and legislative changes.
- Education: BA/BComm LLB or equivalent legal qualification.
- Advantageous: Formal tax qualification, CFP designation, or deep knowledge of trust and estate taxes.
- Experience: Preferably an admitted attorney with 10+ years of post-articles experience in the fiduciary industry.
- Systems: Proficient in Microsoft Office packages with a strong capability to adopt technical software platforms.
- Languages: Bi-lingual skills (English and Afrikaans) preferred.
- Technical Expertise: Comprehensive knowledge of estate planning, trust administration, deceased estates, and local/international fiduciary compliance.
- Communication & Negotiation: Exceptional written/verbal skills with strong drafting ability and diplomatic relationship management.
- Work Ethic & Mindset: Highly self-motivated, proactive, detail-oriented, and capable of prioritizing under pressure.
- Integrity: High standards of ethics, confidentiality, and personal accountability.
