At a Glance
- Tasks: Lead a dynamic team managing offshore trusts and ensure top-notch client service.
- Company: Join a forward-thinking firm focused on trust management and client satisfaction.
- Benefits: Competitive salary, professional development, and opportunities for travel.
- Other info: Exciting role with potential for career growth and process improvement initiatives.
- Why this job: Make a real impact in trust management while developing your leadership skills.
- Qualifications: 5+ years in trusts, strong communication, and team management skills required.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for an experienced Trust Manager to lead a team of Trust and Senior Trust Officers managing a portfolio of trusts, predominantly holding offshore bonds. The role will focus on leading, organising and motivating a newly formed team, driving high-quality service delivery, effective risk management and continuous process improvement. The Trust Manager will also be expected to proactively engage with intermediaries and stakeholders to support the development of new business streams.
This position requires strong technical expertise across trust administration, offshore bonds, legal, tax and accounting matters, combined with proven people management skills, commercial awareness and a client-focused mindset.
Key Accountabilities- Prompt, efficient administration of a team of Trust professionals to ensure high quality client service, accurate reporting, tax compliance and risk management.
- Demonstrate excellent client relationship/communication skills as they will need to communicate with intermediaries, clients, internal departments and external stakeholders during the execution of their duties.
- Travel and attend face to face meetings with clients and third parties as required.
- Be a team player and actively identify and implement business initiatives for process improvement.
- 5+ years’ experience working in trusts.
- Knowledge of offshore bonds and STEP or similar qualification ideal.
- Self-driven with the ability to work independently.
- Excellent team management skills.
- Excellent client relationship/communication skills.
- Strong administration and organisational skills.
- Ability to identify and mitigate areas of risk.
- Understanding of the importance of consistently excellent service delivery.
- Ability to prioritise and deliver multi tasks to deadline.
- Time management and interpersonal skills.
- Act with integrity.
- Act with due skill, care and diligence.
- Be open and cooperative with the FCA, the PRA and other regulators.
- Pay due regard to the interests of customers and treat them fairly.
- Observe proper standards of market conduct.
- Deliver good outcomes for retail customers.
Locations
Trust Manager in Cheshire, Warrington employer: ZEDRA Group
As a Trust Manager at our esteemed firm, you will be part of a dynamic and supportive work culture that prioritises professional growth and development. We offer competitive benefits, including opportunities for continuous learning and advancement within the trust administration sector, all while working in a collaborative environment that values integrity and client satisfaction. Located in a vibrant area, our company fosters strong relationships with clients and stakeholders, ensuring that your contributions are recognised and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and finance sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge about offshore bonds and trust administration. We recommend practising common interview questions and scenarios that might come up, so you can demonstrate your skills confidently.
✨Tip Number 3
Showcase your people management skills! Be ready to discuss how you've led teams in the past and improved processes. Use specific examples to highlight your ability to motivate and drive high-quality service delivery.
✨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 company.
We think you need these skills to ace Trust Manager in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust Manager role. Highlight your experience in trust administration and offshore bonds, and don’t forget to showcase your people management skills. We want to see how you can lead a team and drive high-quality service delivery!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific examples of how you've improved processes or managed risks in previous roles. We love a good story that shows your client-focused mindset!
Showcase Your Communication Skills:Since this role involves a lot of interaction with clients and stakeholders, make sure to highlight your excellent communication skills. Whether it's in your CV or cover letter, let us know how you've successfully engaged with others in your past roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the Trust Manager position. Don’t miss out on this opportunity!
How to prepare for a job interview at ZEDRA Group
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration, offshore bonds, and relevant legal and tax matters. Being able to discuss these topics confidently will show that you have the technical expertise needed for the role.
✨Showcase Your People Skills
As a Trust Manager, you'll be leading a team, so it's crucial to demonstrate your people management skills. Prepare examples of how you've motivated teams in the past and how you handle client relationships effectively.
✨Be Ready to Discuss Process Improvements
Think about specific initiatives you've implemented in previous roles that improved service delivery or risk management. This will highlight your proactive approach and ability to drive continuous improvement within a team.
✨Engage with Stakeholders
Prepare to talk about your experience working with intermediaries and stakeholders. Show that you understand the importance of building strong relationships and how this can lead to new business opportunities.
