Fiduciary Specialist / Partner (High-Net-Worth Individuals)

SUMMARY:
Fiduciary Specialist / Partner (High-Net-Worth Individuals)

POSITION INFO:
About the Client Our client is a premier, highly respected wealth management and fiduciary group known for delivering bespoke financial, estate planning, and trust solutions to high-net-worth (HNW) individuals and families . They are seeking an experienced Fiduciary Specialist to manage client relationships, craft estate plans, oversee trust governance, and drive practice growth . Role Purpose & Key Responsibilities Client Advisory & Estate Planning: Design and implement local and offshore estate planning solutions, evaluate existing structures, and deliver expert tax and fiduciary advice to HNW clients and Wealth Advisors . Trust & Fiduciary Governance: Act as a representative trustee, oversee trust administration, conduct file reviews, and ensure full compliance with house views, local legislation, and risk management policies . Deceased Estate Reporting: Prepare documentation, conduct reporting meetings, and collaborate with deceased estate teams, heirs, and advisors . Document Drafting & Calculations: Draft trust deeds, wills, fiduciary reports, agreements, and estate reporting documents while accurately performing estate duty calculations . Business Development & Mentorship: Assist Wealth Advisors with client proposals, identify cross-selling opportunities, mentor junior team members, and contribute to thought leadership (articles, presentations, and market updates) . Key Requirements Qualifications: BA \/ BComm LLB or equivalent legal qualification . A tax qualification or CFP designation is highly advantageous . Experience: Preferably an admitted attorney with 10+ years post-articles experience within the fiduciary industry . Technical Knowledge: Deep expertise in estate planning, local and international trust governance, deceased estate administration, and compliance (Master of the High Court, SARS, FICA, FAIS, POPIA, FATCA, Exchange Control) . Languages & Skills: Bi-lingual (English and Afrikaans preferred), with strong drafting, relationship-building, and communication skills . Proficient in Microsoft Office and client management systems . Key Competencies & Personal Attributes High integrity, dynamic, and solution-driven with a strong commitment to client confidentiality . Strong practice management skills (debtors, FICA compliance, and process optimization) . Ability to work independently and collaboratively in a fast-paced, high-pressure environment .