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- Tasks: Manage a portfolio of trusts and ensure compliance with high-quality service.
- Company: Leading recruitment agency in Edinburgh with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: 3-5 years of experience in trust accounting and strong compliance knowledge.
- Other info: Opportunity to mentor junior team members and drive process improvements.
The predicted salary is between 36000 - 60000 £ per year.
A leading recruitment agency in Edinburgh is looking for a Wealth & Trust Manager to manage a portfolio of trusts. The successful candidate will deliver high-quality service across all administrative, compliance, and accounting requirements while ensuring client affairs are handled with professionalism.
This role requires:
- 3-5 years of relevant experience
- Strong technical knowledge of trust accounting processes
The candidate will also support junior team members and contribute to process improvements.
Trust & Wealth Manager: Client-Focused, Compliance Expert in Edinburgh employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Wealth Manager: Client-Focused, Compliance Expert in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth and trust sector. Attend industry events or webinars to meet potential employers and show them what you've got.
✨Tip Number 2
Prepare for interviews by brushing up on your compliance knowledge. Be ready to discuss how you’ve handled client affairs in the past and how you can bring that professionalism to their team.
✨Tip Number 3
Showcase your experience with trust accounting processes. Bring examples of how you've improved processes in previous roles, as this will highlight your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find the right opportunities and connect with top employers looking for someone just like you.
We think you need these skills to ace Trust & Wealth Manager: Client-Focused, Compliance Expert in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust accounting and compliance. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can deliver high-quality service. Let us know what makes you the perfect fit for our team.
Showcase Your Team Spirit: Since this role involves supporting junior team members, share examples of how you've mentored or collaborated with others in the past. We love seeing candidates who value teamwork as much as we do!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Scott
✨Know Your Trust Accounting Inside Out
Make sure you brush up on your technical knowledge of trust accounting processes. Be ready to discuss specific examples from your past experience where you've successfully managed compliance and administrative tasks. This will show that you’re not just familiar with the concepts, but that you can apply them effectively.
✨Showcase Your Client-Focused Approach
Prepare to share stories that highlight your commitment to delivering high-quality service. Think about times when you went above and beyond for a client or resolved a tricky situation. This will demonstrate your professionalism and ability to handle client affairs with care.
✨Be Ready to Discuss Team Dynamics
Since this role involves supporting junior team members, be prepared to talk about your experience in mentoring or leading others. Share how you’ve contributed to team success and any process improvements you’ve implemented. This shows you’re a team player who values collaboration.
✨Research the Company Culture
Take some time to understand the company’s values and culture. This will help you tailor your responses to align with what they’re looking for in a candidate. Plus, it’ll give you a chance to ask insightful questions during the interview, which always leaves a good impression.
