Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, Baker Street 33
To implement the Beneficiary Care and Trust tactics and frameworks, taking full accountability for the management and performance of the division, while optimally solving for client needs and achieving Beneficiary Care and Trusts revenue targets and strategic objectives. To ensure that Beneficiary Care and Trusts is a profitable and sustainable entity which operates within defined risk parameters and adheres to regulatory and legislative requirements.
Qualifications
Experience Required
- 10 - 15 years of deep understanding of trust law, fiduciary responsibilities, and estate planning.
- Familiarity with regulatory requirements and compliance related to trusts, property controls, Pension Funds, and Income Tax.
- Capability to develop and implement strategic plans for beneficiary care and trust management.
- Ability to maintain compliance with legal and financial standards.
Additional Information
- Articulating Information
- Leading a Large Team
- Empowering Individuals
- Impressing People
- Making Decisions
- Providing Insights
- Taking Action
- Upholding Standards
- Business Acumen (Audit)
- Compliance
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