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- Tasks: Lead a dynamic team managing offshore trusts and ensure top-notch client service.
- Company: Join a reputable firm focused on trust management and client satisfaction.
- Benefits: Competitive salary, professional development, and opportunities for travel.
- Why this job: Make a real impact by driving high-quality service and improving processes.
- Qualifications: 5+ years in trusts, strong communication skills, and a client-focused mindset.
- Other info: Exciting role with excellent career growth and a collaborative team environment.
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.
Skills and Qualifications
- 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.
Code of Conduct rules requirements
- 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.
Trust Manager in Knutsford employer: ZEDRA Group
Contact Detail:
ZEDRA Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager in Knutsford
✨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. Be ready to discuss how your experience aligns with the role and how you can drive high-quality service delivery.
✨Tip Number 3
Showcase your people management skills! During interviews, share examples of how you've motivated teams and improved processes. This will highlight your leadership abilities and client-focused mindset.
✨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 Knutsford
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, offshore bonds, and any relevant qualifications like STEP. We want to see how your skills match what we're looking for!
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 your people management skills and how you can drive high-quality service delivery. Let us know what makes you tick!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. We want to see examples of how you've effectively engaged with clients and stakeholders in the past.
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 shows us you’re keen on joining the StudySmarter family!
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. Be prepared to share these examples during the interview to highlight your proactive approach.
✨Engage with Stakeholders
Since the role involves engaging with intermediaries and stakeholders, practice how you would communicate with them. Consider potential questions they might have and how you can address their needs while promoting new business streams.