Fiduciary Partner
Sandton, Johannesburg
Salary: R800,000 – R1,200,000 PA
A leading wealth and fiduciary services group is seeking an experienced Fiduciary Partner to deliver estate‑planning solutions for high‑net‑worth clients.
This senior role involves advising on offshore structuring, local trusts, and deceased‑estate reporting, while ensuring compliance with governance and technical standards.
Key Responsibilities
Implement and administer estate‑planning solutions, including offshore structuring and local trusts.
Act as representative trustee and oversee trust administration with full compliance.
Draft fiduciary documents: wills, trust deeds, resolutions, fiduciary reports, and estate reporting.
Conduct client consultations and annual trustee meetings, ensuring timely reporting.
Collaborate with Wealth Advisors on business development and proposals.
Provide professional advice on fiduciary, tax, and estate matters.
Liaise with deceased estates teams, heirs, and advisors to ensure smooth administration.
Mentor colleagues, contribute to technical forums, and share fiduciary expertise.
Requirements
BA / BCom LLB or other legal qualification.
Tax qualification advantageous; strong knowledge of taxes affecting estate planning and trusts essential.
CFP designation advantageous.
Admitted attorney with at least 10 years’ post‑articles experience in the fiduciary industry.
Proven expertise in estate planning, trust administration, and fiduciary compliance.
Personal Attributes
High level of technical knowledge and professional integrity.
Strong client‑relationship and advisory skills.
Strategic thinker with commercial awareness and leadership capability.
Collaborative, detail‑oriented, and committed to best practice.
📩 Apply today to join a respected fiduciary team and play a pivotal role in shaping estate‑planning solutions for high‑net‑worth clients.
Email: Christine@cbpro.co.za / 084 627 3603 / www.cbpro.co.za