Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, 33 Baker Street
Job Type: Full-time
Job Ref ID: 80107757A-0001
Date Posted: 8/26/2025
Job Description
To manage client relationships and the technical administration of a full section of Trusts and Managed Agencies. This involves having an understanding of The Trust Property Control Act and the Trust Income Tax Act, Including Section 7C. This includes working closely with the Trust Operations Team and other areas to ensure that all aspects of the administration process run smoothly and within procedures. This is aligned to the specific requirements of the Standard Trust Limited.
Qualifications
Completed Matric
Diploma - Finance and Accounting, Legal
Experience
3-4 years In-depth knowledge of trust laws, estate planning principles and financial concepts. Experience in trust administration with a Trust Company or firm of attorneys who have a dedicated trust/fiduciary services department. Proven ability to interact with clients, addressing their inquiries, providing guidance and maintaining positive relationships. Proficiency in reviewing legal documents, contracts and regulations relevant to trust administration.
1-2 years Experience in assessing and mitigating risks associated with trust administration, ensuring the security of trust assets and adherence to regulatory compliance. Familiarity with the trust tax laws including income tax and capital gains tax and the implications is taxed in the trust or distributed to the beneficiaries.
Additional Information
Behavioral Competencies
Adopting Practical Approaches
Conveying Self-Confidence
Developing Expertise
Documenting Facts
Establishing Rapport
Technical Competencies
Banking Process & Procedures
Client Knowledge
Cross and Up-Selling
Customer Reception and Channellin
Customer Understanding (Consumer Banking)
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
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