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- Tasks: Assist in managing fiduciary accounts and build client relationships.
- Company: Join a leading wealth management firm with a focus on collaboration.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for coaching and career advancement.
- Why this job: Make a real impact by helping clients manage their trusts and foundations.
- Qualifications: Strong relationship-building skills and a passion for client service.
The predicted salary is between 40000 - 50000 £ per year.
What is the Opportunity?
You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business. You will be designated a list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time. You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.
What will you do?
- Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group.
- Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM).
- Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management.
- Analysis of client requests with reference to the Fiduciaries where appropriate for technical input.
- Assist the Fiduciaries with fee reviews as appropriate in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business plan and undertake regular reviews of work in progress (WIP) and debtors to ensure recoverability.
- Signing client communications in accordance with policies and procedures.
- Ensure compliance with our and procedures and assist the Fiduciaries in ensuring all Audit points are addressed.
- Undertake where necessary or appropriate, coaching and mentoring roles.
What do you need to succeed?
Must have:
- You naturally build relationships across teams, clients, and partners and enjoy connecting with people.
Associate / Senior Trust Officer, Fiduciary Management | Mitcham, UK employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate / Senior Trust Officer, Fiduciary Management | Mitcham, UK
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the fiduciary management space. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews like a pro! Research the company and its culture, and think about how your skills align with their needs. We recommend practising common interview questions and even role-playing with a friend. Confidence is everything when you’re in front of potential employers!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from the interview to remind them of your conversation. It keeps you fresh in their minds!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and tips to help you stand out. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Associate/Senior Trust Officer role!
We think you need these skills to ace Associate / Senior Trust Officer, Fiduciary Management | Mitcham, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate / Senior Trust Officer role. Highlight relevant experience in fiduciary management and any client relationship skills you possess. We want to see how your background aligns with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about fiduciary services and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Teamwork Skills: Since this role involves working closely with various teams, make sure to highlight your teamwork abilities. Share examples of how you've successfully collaborated in the past. We value strong relationships at StudySmarter!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do!
How to prepare for a job interview at Royal Bank of Canada
✨Know Your Fiduciary Stuff
Make sure you brush up on fiduciary management principles and the specific services offered by the company. Understanding trusts, companies, and foundations will show that you're serious about the role and can engage in meaningful conversations.
✨Showcase Your Relationship Skills
Since this role involves building relationships with clients and teams, prepare examples of how you've successfully managed client interactions in the past. Think about times when you’ve gone above and beyond to strengthen those connections.
✨Be Ready for Technical Questions
Expect questions that dive into your analytical skills and technical knowledge. Brush up on common scenarios you might face in fiduciary management and be prepared to discuss how you would handle them.
✨Demonstrate Your Team Spirit
This position requires collaboration with various teams. Be ready to share experiences where you worked effectively within a team, highlighting your ability to support others and contribute to shared goals.