Corporate Trust Transaction Manager (ideally with Legal background)
Corporate Trust Transaction Manager (ideally with Legal background)

Corporate Trust Transaction Manager (ideally with Legal background)

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead revenue generation and manage client onboarding in Corporate Trust services.
  • Company: Join a top-tier Investment Trust company known for independent governance and transactional support.
  • Benefits: Enjoy hybrid working options and a range of corporate perks.
  • Why this job: Be part of a progressive team, innovate new business lines, and enhance brand reputation.
  • Qualifications: 2+ years in Corporate Trust transaction management; legal background preferred but not essential.
  • Other info: Ideal for driven individuals eager to learn and grow in a dynamic environment.

The predicted salary is between 43200 - 72000 £ per year.

This highly reputable and market leading Investment Trust company who provide independent governance and transactional support services are keen to make an addition to their progressive team. Leading revenue generation through the effective marketing of the Company’s Corporate Trust services the role will be an integral member of the Corporate Trust team (specifically in its Trust Solutions team), managing the full range of client onboarding activities and post-issue, transaction management matters. Those with a legal / paralegal background together with a Corporate Trust or related capital markets / structured finance transaction management experience could prove particularly well suited. Role & Responsibilities: To lead revenue generation through the effective marketing of the Company’s Corporate Trust services and innovating around new lines of business, and as part of the Corporate Trust team to manage the full range of client onboarding activities and post-issue matters. Work alongside the Corporate Trust Directors, the Marketing team and other business units to drive new business generation and brand promotion. Also working closely with the treasury team in relation to money market funds management. Pro-actively market services to potential clients, existing clients and other referrers of business with a view to generating new business and additional revenue. Develop and maintain excellent relationships with lawyers, issuers, arrangers, originators, lenders, professional advisers and other providers of new business referrals, meeting with those contacts on a regular basis and acting as an ambassador for the Company, promoting awareness of our services to enhance brand reputation and attract new business. Think innovatively to recommend new lines of business and solve for the right client outcome. Manage all aspects of transactions, from securing the new deals through to closing and throughout their life. Day-to-day duties will include: Contributing to decisions as to whether to take on new business. Working up fee proposals. KYC checks and on-boarding duties. Involvement in fee discussions, new business document review, negotiation and execution Working on the full range of post-issue matters, including amendments, waivers, restructurings and defaults. Supervising junior members of the team if required. Liaising with trust management, trust support and trust administration to support the handover and on-going requirements of closed transactions. Contribute fully to the development of this critical business and ensure administration processes are efficient and effective, including thorough record-keeping and provision for client access. Background Experience: Essential – A track record in Corporate Trust transaction management (2 yrs +). Management of a suite of third party / supplier/partner relationships. Business development experience with demonstrable results (beneficial, not essential – but eagerness to develop business development skills is essential). Law degree and/or legal background would be ideal. Driven, commercial and highly entrepreneurial. Excellent relationship-building ability. Independent thinker, intellectually curious. Resilience, willingness to listen, learn and incorporate feedback. Ambition to take on a managerial role if the opportunity arises. Readiness to work with limited initial resources to build out a service line and products. Confident public speaker, articulate. Apply now if you are enthusiastic, pragmatic and know your way around a Trust deed and are keen to learn and work in a highly varied role, with like-minded outgoing colleagues. Good flexibility in terms of hybrid working and benefits are on offer too. Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted

Corporate Trust Transaction Manager (ideally with Legal background) employer: Meredith Brown Associates Ltd

Join a highly reputable and market-leading Investment Trust company that values innovation and collaboration within its progressive Corporate Trust team. With a strong focus on employee growth, we offer excellent benefits, including flexible hybrid working arrangements, and the opportunity to work alongside experienced professionals in a dynamic environment. Our commitment to fostering relationships and driving new business ensures that you will play a vital role in shaping the future of our Corporate Trust services while enjoying a supportive and entrepreneurial work culture.
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Contact Detail:

Meredith Brown Associates Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Corporate Trust Transaction Manager (ideally with Legal background)

✨Tip Number 1

Network with professionals in the Corporate Trust and legal sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building these relationships can lead to valuable referrals and insights into the role.

✨Tip Number 2

Stay updated on the latest trends and regulations in Corporate Trust services. This knowledge will not only enhance your conversations with potential clients but also demonstrate your commitment to the field during interviews.

✨Tip Number 3

Prepare to discuss specific examples of your experience in transaction management and client onboarding. Highlight any innovative solutions you've implemented in past roles that led to successful outcomes.

✨Tip Number 4

Showcase your entrepreneurial spirit by thinking about new business lines or services that could benefit the company. Presenting these ideas during your interview can set you apart as a proactive candidate.

We think you need these skills to ace Corporate Trust Transaction Manager (ideally with Legal background)

Corporate Trust Transaction Management
Legal Knowledge
Client Onboarding
Business Development
Relationship Management
Negotiation Skills
Fee Proposal Development
KYC Checks
Post-Issue Transaction Management
Problem-Solving Skills
Communication Skills
Public Speaking
Record-Keeping
Team Leadership
Entrepreneurial Mindset

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your relevant experience in Corporate Trust transaction management and any legal background you possess.

Tailor Your CV: Customize your CV to emphasize your experience in managing client onboarding activities, transaction management, and business development. Use specific examples that demonstrate your ability to build relationships and generate revenue.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Discuss how your skills align with the company's needs, particularly in marketing Corporate Trust services and innovating new business lines.

Highlight Soft Skills: In your application, emphasize your relationship-building abilities, resilience, and entrepreneurial spirit. These traits are essential for the role and will help you stand out as a candidate who can thrive in a dynamic environment.

How to prepare for a job interview at Meredith Brown Associates Ltd

✨Showcase Your Legal Background

Since a legal background is ideal for this role, make sure to highlight your relevant education and experience during the interview. Discuss specific instances where your legal knowledge has contributed to successful transaction management or client onboarding.

✨Demonstrate Business Development Skills

Even if you don't have extensive business development experience, express your eagerness to learn and grow in this area. Share examples of how you've successfully built relationships in the past and how you plan to apply those skills to generate new business for the company.

✨Prepare for Transaction Management Scenarios

Be ready to discuss your approach to managing transactions from start to finish. Prepare examples that illustrate your problem-solving skills, ability to handle amendments or restructurings, and how you ensure efficient record-keeping throughout the process.

✨Exhibit Relationship-Building Abilities

This role requires excellent relationship-building skills. Prepare to talk about how you've developed and maintained professional relationships in previous roles. Highlight any experiences where you acted as an ambassador for your company and promoted its services effectively.

Corporate Trust Transaction Manager (ideally with Legal background)
Meredith Brown Associates Ltd
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  • Corporate Trust Transaction Manager (ideally with Legal background)

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-01-11

  • M

    Meredith Brown Associates Ltd

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