Fiduciary Partner

About the role

As a Fiduciary Partner you will lead estate‑planning solutions for high‑net‑worth clients, overseeing offshore structuring, local trusts and acting as a professional trustee. You will ensure compliance with the firm’s technical house view and operational standards while supporting the reporting of deceased estates.

Key responsibilities

• Interact with clients to maintain the reputational integrity of the fiduciary business and build lasting relationships.
• Assist wealth advisors in business development, including drafting proposals for prospective clients.
• Provide professional advice on fiduciary, tax and related matters, evaluating and updating estate‑planning structures as needed.
• Conduct client consultations and annual trustee meetings, delivering timely reports and documentation.
• Draft fiduciary documents such as wills, trust deeds, resolutions and estate‑reporting papers in line with brand guidelines.
• Perform estate‑duty calculations and other fiduciary financial assessments.
• Coordinate with the deceased‑estates team, heirs and advisors to manage estate administration.
• Ensure all advice, proposals and transactions comply with local legislation, good‑governance practices and data‑security requirements.
• Identify process improvements, support implementation of new policies and participate in ad‑hoc projects.

Required profile

• Professional experience in fiduciary services, trust administration or high‑net‑worth estate planning.
• Strong knowledge of local fiduciary legislation, FICA compliance and estate‑duty regulations.
• Excellent client‑service orientation with the ability to build trust and maintain confidentiality.
• Detail‑oriented mindset with strong analytical and reporting skills.

Required skills

• FICA compliance knowledge
• Estate‑duty calculation expertise
• Trust deed and fiduciary document drafting