Head Of Trust at Momentum Metropolitan Holdings Limited

Role Purpose    

• To develop and implement Momentum Trust's overall strategy to provide Trustee and Trust Administration Services to the market segments in which Momentum Trust has a presence. The Head of Trusts will be responsible for the development of the Operational Plans through which the Trustee and Trust Administration Service will be implemented. As a member of the management team of Momentum Trust, the Head of Trusts will be responsible for overseeing the Trust Department within Momentum Trust, including monitoring performance against targets and for ensuring that adequate risk controls are in place.The Head of Trusts will represent Momentum Trust to major customers and professional institutions.

Requirements    
Experience and Qualifications

Qualifications:

• Legal and/or accounting degree
• Relevant post-graduate qualification will be advantageous
• Professional Admission and / or membership of industry bodies (FPI, STEP & FISA) will be advantageous

Experience:

• At least 8 – 10 years' experience in a fiduciary business (trust company or professional practice) at a senior level, which covers:
• Establishment and registration of various types of trusts
• Taking up appointment as trustee on trusts and chairing trustee meetings
• Advice on the role and management of Trusts in estate planning, and providing insight and support to trustees and beneficiaries regarding the administration of their trusts and other estate planning structures
• Auditing Trust Deeds and advising on best practice
• Drafting of documents (agreements and resolutions) associated with the administration of trusts and estate planning structures
• People and project management.

Additional Requirements:

• Strategic thinker;
• Deadline driven;
• Strong service orientation;
• Quality conscious;
• Solid administrative skills;
• Good interpersonal skills;
• Bilingual - Fluency in English and Afrikaans;
• Excellent verbal and written communication skills.

Duties & Responsibilities    

• Development of Strategy and operational plans;
• Implementation of strategy;
• Achievement of performance objectives set for the Trust Department;
• Management and oversight of Trust Department, including the preparation of management reports;
• Marketing and Client Liaison / engagement with financial advisers;
• Advice on Trust and Trust related matters;
• Momentum Trust nominee on Trusts.

Competencies    

• Deciding & Initiating Action;
• Adhering to Principles and Values;
• Presenting and Communicating Information;
• Applying Expertise & Technology;
• Delivering Results & Meeting Customer Expectations;
• Adapting and Responding to change.

Closing Date    
2023/03/05