Head Fiduciary

SUMMARY:
Lead the Future of Fiduciary Services as a Head Fiduciary!

POSITION INFO:

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).
• 5–10 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.