Fiduciary Manager jobs

Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature of Wills, trust documents and all issu...

Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administrationResponsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature of Wills, trust documents and all issue...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding signature of Wills, trust documents and all ...

Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration. Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding signature of Wills, trust documents and all...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Who are we? The Retail Affluent cluster is responsible for Sanlam s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Support Manager Operations - TygervalleyFull job descriptionWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including co...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Who are we? The Retail Affluent cluster is responsible for Sanlam s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments Experience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level Experience in providing tailored wealth management...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary a...

Purpose of the role: The role requires a deep understanding of financial regulations, risk management methodologies, and developing and implementing effective risk mitigation strategies. In your role as Risk Manager, you will have the responsibility of recognising, evaluating, and alleviating risks spanning every facet of our business. This encompasses legal and regulatory compliance, along with ...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investmentsExperience:3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management levelExperience in providing tailored wealth management so...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investmentsExperience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management levelExperience in providing tailored wealth management s...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insuran...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insuran...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insuran...

Join this asset manager as a Trust Manager in Cape Town. The successful candidate will be responsible for providing trust administration, accounting and taxation services to the company's stakeholders by managing a team of Trust Administrators and Tax Administrators in line with the company's business strategy.Job Responsibilities:Compile an annual work plan with each team member; taking into acc...

SpecOur Client a Listed JSE Insurance & Investment Firm is on the hunt for a Top Treasury ManagerThe main purpose of this role is to manage and oversee the day-to-day activities of the treasury operations team and ensure that all operations run smoothly.Responsibilities and work outputsDaily cash management:Execution of intra-group transfersEnd of day detailed balance reviewsAggregation of bank a...