Careers

At Overseas Trust and Pension, we believe in building a team of talented individuals who share our passion for protecting, preserving and enhancing client wealth.

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If you’re driven, innovative, and eager to be part of our growing company, explore our current job opportunities and discover why Overseas Trust and Pension is a great place to work.

To learn more about career opportunities, feel free to reach out to us via email at recruitment@trustandpension.com.

Current Vacancies

Business Development Assistant

This role provides essential administrative and operational support to the International Business Consultants (IBCs), enabling them to deliver an efficient and professional service to financial advisers (IFAs) and partner firms. The role is responsible for coordinating meetings, managing CRM data, preparing reports and presentations, supporting case management, facilitating IFA training, and handling day-to-day business development administration. 

Location

South Africa

Department

Business Development

Vacancy

Permanent
Apply Now

Senior Investment Monitoring Officer

The Senior Investment Monitoring Officer oversees the monitoring and governance of investment arrangements across pension and trust structures, ensuring alignment with regulatory requirements, governance standards, and internal investment frameworks.

Location

South Africa

Department

Operations

Vacancy

Permanent
Apply Now

Knowledge, Experience & Expertise

Leaders in International Wealth Management

Our highly respected team has a wealth of knowledge, experience, and expertise and are recognised thought leaders in the field.

Meet the team
Knowledge, experience & expertise

What Our Team Says

Explore firsthand insights from our team members about their experiences working with us.
I joined Overseas Trust and Pension as a junior member of the finance team in 2021 and have since been given the opportunity to take on more responsibility and grow in my role not once but twice. The company’s emphasis on continuous learning and growth has allowed me to gain new skills and advance in my career. I’m grateful for the supportive and inclusive work environment that encourages us to bring our best selves to work every day.
The main attraction for me joining Overseas Trust and Pension (OTAP) was the positive environment and that the role aligned to my previous job, with the addition of the opportunity for growth. I am fortunate to have a very accepting and motivating team and manager, and I have enjoyed every moment since joining OTAP.
Overseas Trust and Pension (OTAP) have been incredibly supportive with my studies and have helped me achieve my ACCA qualification. The flexibility they offer is of great importance to me as a mother with young children and I really value their attitude towards a healthy work/life balance.
I was attracted to Overseas Trust and Pension (OTAP) primarily for the flexibility that they offer, which has accommodated me as a working mother to continue progressing within my career, along with the bonus of spending quality time with my young family. Being a privately owned Company gives you the opportunity to help influence and shape future decisions of the Company, which provides job satisfaction.

    Employee Benefits

    We value our employees and offer a range of benefits to support their well-being and career growth.

    • Competitive Salary
    • Benefits include paid holiday, health care and pension
    • Discretionary Bonus Scheme
    • Health and Wellness Programs
    • Professional Development Opportunities
    • Flexible Work Hours
    • Sports and Social Events
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