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

• 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.

Requirements

• 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.