Senior Fiduciary Partner | High-Net-Worth Estate Planning

SUMMARY:
Senior Fiduciary Partner | High-Net-Worth Estate Planning

POSITION INFO:

Position Type: Permanent

Reporting To: Managing Director

Our client, a premier wealth management and fiduciary group, is seeking an experienced Fiduciary Partner to manage, structure, and administer complex estate planning solutions for high-net-worth (HNW) individuals.

Key Responsibilities

• Client Engagement & Advisory: Deliver strategic fiduciary and tax advice to high-net-worth clients and wealth advisors. Lead annual trustee meetings, propose tailored estate planning solutions, and build long-term client relationships.

• Drafting & Technical Oversight: Accurately draft Wills, trust deeds, fiduciary reports, resolutions, and deceased estate documents. Perform estate duty calculations and oversee local and offshore trust structures.

• Trust & Deceased Estate Administration: Assume responsibility as a representative trustee. Coordinate with heirs, advisors, and internal teams regarding the progress and reporting of deceased estates.

• Compliance & Governance: Ensure all advice, structures, and practice management align with local legislation, tax standards, data security, and compliance frameworks (SARS, Master of the High Court, FICA, POPIA, FATCA, Exchange Control).

• Business Development & Thought Leadership: Support wealth advisors with proposals, identify cross-selling opportunities, mentor junior staff, and contribute to fiduciary market insights and presentations.

Requirements & Qualifications

• Education: BA/BComm LLB or equivalent legal qualification. A tax qualification or CFP is highly advantageous.

• Experience: Admitted Attorney with at least 10 years post-articles experience within the fiduciary industry.

• Technical Expertise: In-depth knowledge of estate planning for HNW clients, tax implications, local/offshore trusts, and deceased estate governance.

• Skills: Excellent drafting abilities, strategic problem-solving skills, and dynamic client-relationship capabilities. Bi-lingual capability (English and Afrikaans) is preferred.