Head of Fiduciary

SUMMARY:
Lead the Future of Fiduciary Services: Head of Fiduciary | Sandton

POSITION INFO:

Job Title: Head: Fiduciary
Division: Financial Advisory Services

Overview:
An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions tailored to high-net-worth clients. The ideal candidate will demonstrate a blend of technical expertise, leadership, and relationship management skills to establish the fiduciary offering as a trusted and respected service.

Key Responsibilities:
1. Fiduciary Development and Strategy:

• Develop and implement a strategic business plan for the fiduciary function.
• Establish standardized service offerings and process flows.
• Build strong relationships with service providers, intermediaries, and business partners.
• Draft agreements for legal review and oversee the adoption of supporting technology.
• Create and execute a marketing strategy to promote fiduciary services.

2. Technical Expertise:

• Provide expert estate planning services, including drafting wills and trust deeds.
• Advise on tax-efficient estate and company structuring.
• Facilitate both local and offshore trust/company structuring.
• Review and amend legal documents to ensure accuracy and relevance.

3. Financial and Risk Management:

• Oversee budgeting, cash flow management, and risk assessments.
• Ensure compliance with financial regulations and draft regulatory manuals.
• Identify and mitigate potential business risks.

4. Collaboration and Client Engagement:

• Partner with internal teams to identify and capitalize on new business opportunities.
• Support marketing efforts to promote fiduciary services to clients and stakeholders.
• Conduct presentations to educate clients and internal teams on fiduciary offerings.

5. Leadership and Team Development:

• Recruit, develop, and manage a high-performing fiduciary team.
• Provide training on legislative changes and industry best practices.
• Foster a culture of teamwork and professional growth.

Performance Measures:

• Achievement of sales and growth targets.
• Positive feedback from stakeholders and clients.
• Effective risk and compliance management.
• Establishment of the fiduciary division as a trusted service for high-net-worth clients.

Qualifications and Skills:

• Relevant tertiary qualification (e.g., BCom Law, LLB, or equivalent).
• CFP certification (advantageous).
• 5–10 years of experience in fiduciary services, with a focus on estate planning.
• Knowledge of fiduciary regulations and financial advisory legislation.
• Proven expertise in working with high-net-worth clients and intermediary networks.
• Strong skills in risk management, sales, and negotiation.
• Effective presentation, relationship management, and people leadership skills.

Personal Attributes:

• Results-oriented and motivated to achieve goals.
• Adaptable to change and open to innovation.
• Team-oriented with a focus on collaboration and integrity.
• Strong problem-solving and time management abilities.