Manager: Fiduciary Compliance at Sanlam Group

Purpose of this role

• To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax. 
• To attend to complex accounting issues.
• To hold office as trustee on complex trusts.
• To hold office as executor and oversee the completion of estates.
• To liaise with high net-worth clients.
• To manage and oversee management accounts and budgets relating to the compliance function.
• To provide support to the Head of Fiduciary and Tax.
• To contribute to publications and marketing.
• To promote the Fiduciary and Tax business offering.
• To manage a team and operation functionality of the Fiduciary and Tax Department
• To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
• This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department

What will you do?

• Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team.
• Set and maintain high standards of behavior and industry compliance.
• Implement checks and controls to ensure a high standard of work.
• Ensure that staff perform optimally while adhering to the values and policies of the business.
• Travel from time to time.

What will make you successful in this role?

• Ability to implement controls to maintain high standards and mitigate risks.
• Strong numeracy and budget management skills.
• Strong interpersonal skills to motivate and develop a diverse team.
• Excellent verbal and written communication skills.
• Computer literacy.
• Strong organisational skills to meet deadlines.
• Provide support to the Head of Fiduciary and Tax.

Qualification and Experience

• Chartered Accountant (CA) SA qualification is essential.
• At least 10 years’ proven previous experience in a private wealth or trust company environment, working with high net worth matters.
• Extensive and current knowledge of investments, accounting and tax relating to trusts, companies, CC’s and estates.
• Robust knowledge of trusteeships and executorships.
• Strong numeracy is essential.
• Previous experience managing budgets.
• Strong leadership and interpersonal skills with the ability to motivate and develop a diverse team.
• Organisational skills to meet deadlines.
• Excellent verbal and written communication skills.
• Computer literacy.

Knowledge and Skills

• Advanced understanding of fiduciary duties, estate planning, and tax legislation within wealth management.
• Strong grasp of financial reporting standards and compliance frameworks.
• Proficiency in accounting software and financial modeling.
• Risk management and internal control systems.
• Strategic planning and operational oversight.
• Client relationship management, especially with high-net-worth individuals.
• Budgeting and financial forecasting.
• Legal and regulatory knowledge relevant to trusts and estates.

Personal Qualities

• Strong integrity
• Ability to lead
• Excellent analytical thinking
• Strong attention to detail
• Ability to manage pressure
• Excellent communication skills, both verbal and written
• Strong sense of accountability
• Ability to collaborate