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To lead, direct and actively manage a Fiduciary business. Attend to challenges and ensuring the business creates value for its clients and shareholders
Direct and support a management team in overseeing a fiduciary business unit through financial, operational, HR, regulatory and risk practices.
Analyse, model and scenario plan the business to seek efficiencies and revenue generation.
Partake in divisional committee meetings and feedback on progress within the business on financials and business plans identifying key issues for resolutions.
Make decisions on transactions and the adequacy of financial viability of the various businesses.
Review and analyse the key drivers of client, financial and human capital.
Developing strategic plans for reorganising the business.
Interact with multiple internal and external stakeholders, negotiating service level agreements for the business.
Optimise reporting and utilise data to support an improvement strategy to build a sustainable business.
Support the segmentation plan for clients with an entrepreneurial mindset and ability to rapidly problem solve.
Improving client tracking tools and developing KPI's and metrics to identify and quantify quality and operational performance improvement opportunities.
Identifying and resolving root causes of client issues while understanding the importance of urgency and accuracy of redesigning processes and developing solutions to achieve client goals.
Essential Qualifications - NQF Level
Advanced Diplomas/National 1st Degrees
Professional Qualifications/Honour’s Degree
A relevant business degree preferably linked to a registered certification e.g. CA(SA) / BCom / LLB / MBA, etc.
Fiduciary Institute of South Africa (FISA)
Type of Exposure
Developing a functional/divisional strategy
Developing a divisional strategy plan
Managing complex boardroom dynamics and exhibiting a strong boardroom presence
Managing multiple functions
Formulating and implementing communication strategies to cascade functional strategies
Conducting benchmarking exercises to investigate improvement opportunities
Executing major organisational change
Networking and building relationships
Making financial decisions
Managing business risks
Minimum Experience Level
A strong history of at least 10 years of Senior Management experience focussed on problem solving and risk based financial focus. Fiduciary (Trust, Wills and Estates) knowledge is NON-NEGOTIABLE.
4 - 5 years' experience in managing business transformation and leading projects.
Exceptional analytical skills and self-reliance to translate complex data into meaningful insights.
Understanding of operational due diligence, restructurion and performance improvement.
Demonstrated aptitude for quantitative and qualitative analysis with a deep understanding of financial statements and operational performance metrics.
Ability to motivate, mentor and manage a management team with a view to grow skills and business acumen.
Technical / Professional Knowledge
Business administration and management
Client service management
Financial Accounting Principles
Governance, Risk and Controls
Principles of project management
Relevant regulatory knowledge
Establishing Strategic Direction
Operational Decision Making
Note: Never pay for any training, certificate, assessment, or testing to the recruiter.
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