At a Glance
- Tasks: Lead a team managing corporate trusts and escrow services while ensuring compliance and outstanding client service.
- Company: Join Apex Group, a leader in corporate trust solutions with a focus on innovation.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Other info: Opportunity for career growth in a supportive and collaborative culture.
- Why this job: Make a real impact in the financial sector while developing your leadership skills.
- Qualifications: 10+ years in corporate trusts or escrow services with strong organisational and communication skills.
The predicted salary is between 70000 - 90000 € per year.
The Apex Group is seeking a Senior Manager, Corporate Trusts & Escrow Services to lead a small team and directly manage a portfolio of corporate structures, escrows, commercial trusts, and process agent appointments.
Role Purpose
The role requires an agile individual with the ability to prioritise workflows, meet transactional timelines, and collaborate across departments to deliver outstanding service and contribute to strengthening our market reputation.
Accountabilities & Main Responsibilities
- Management
- Manage, coach and develop team members to enable them to maximise their contribution to the business.
- Co‑ordinate client work with team members, determining priorities and forward planning.
- Monitor transaction execution and documentation to ensure flawless service delivery and compliance with operational risk parameters.
- Set clear, realistic objectives for the team and assess team and individual performance by regular reviews and annual appraisals.
- Transactional
- Directly manage a portfolio of clients including the take‑on of new transactions in accordance with established procedures and Company policies, including evaluating, commenting on and approving the form of documents, specifically trust deeds, escrow agreements and notices and circulars.
- Co‑ordinating and ensuring the carrying‑out of all client due diligence (KYC) and ensuring that all appointments comply with reporting requirements under FATCA, CRS and AEOI.
- Ensuring that the team’s day‑to‑day administration is carried out within the framework of the relevant governing trust deed or agreement and, where appropriate, regulatory legislation.
- Approving tax returns and VAT calculations ensuring that payments of tax are effected as and when due and reviewing annual accounts prepared by operators / accountants prior to audit.
- Considering proposals affecting the rights, protections and remedies of beneficiaries by interpretation and application of provisions of trust deeds, liaising with the issuer/operator and trustee’s solicitors, as appropriate.
- Oversee the timely completion of annual reviews, accurate client billing, and strict adherence to internal controls.
- Developing a strong working relationship with clients, law firms, investment banks and other industry professionals.
- Additional Responsibilities
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly.
- Ensure that all compliance and mandatory training is completed within required timescales.
- Act in accordance with all legal and regulatory requirements affecting the Company and ensure that actions comply with both departmental procedures and this job description.
- Ensure personal development records are kept up‑to‑date on relevant systems and annual/semi‑annual appraisals are held and documented in a timely manner.
Skills / Experience Required
- 10+ years relevant experience in corporate trusts, escrow services, or corporate administration.
- Understanding of the operational mechanisms of escrows, commercial trusts, and process agent appointments.
- Good organisational skills with a proven capability to manage shifting priorities under deal‑driven pressure.
- Solid working knowledge of UK KYC/AML regulations, corporate governance, and client asset protection principles.
- Articulate verbal and written communication skills, with a proven ability to engage confidently with internal teams, senior leadership, and external stakeholders.
Corporate Trust Manager employer: Apex Group Ltd
The Apex Group is an exceptional employer that fosters a collaborative and dynamic work environment, perfect for those looking to thrive in the Corporate Trust Manager role. With a strong emphasis on employee development, we offer comprehensive training and growth opportunities, ensuring our team members can maximise their potential while contributing to our esteemed reputation in the industry. Located in a vibrant area, we provide a supportive culture that values innovation and teamwork, making it an ideal place for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Trust Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the corporate trust and escrow services space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience in managing corporate structures and compliance. This will help you showcase how you can contribute to their team effectively.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in corporate trusts and escrow services clearly and confidently. Highlight specific achievements that demonstrate your ability to manage priorities and deliver outstanding service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s get you that Corporate Trust Manager role!
We think you need these skills to ace Corporate Trust Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Trust Manager role. Highlight your experience in corporate trusts and escrow services, and don’t forget to showcase your organisational skills and ability to manage shifting priorities.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to managing teams and client portfolios, and how you’ve contributed to outstanding service in previous roles.
Showcase Your Communication Skills:Since this role requires strong verbal and written communication skills, make sure your application reflects that. Use clear and concise language, and if possible, include examples of how you've effectively engaged with stakeholders in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Apex Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of corporate trusts, escrow services, and KYC/AML regulations. The interviewers will likely ask you specific questions about these areas, so being well-versed will show that you're the right fit for the role.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your leadership style and experiences. Share examples of how you've coached and developed team members in the past, and how you prioritise workflows to meet deadlines.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you've had to navigate complex transactions or compliance issues. Be ready to explain how you approached these challenges and what the outcomes were, as this will highlight your ability to handle the pressures of the role.
✨Build Rapport with Interviewers
Engage with your interviewers by asking insightful questions about the company culture and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
