Summary and Overview
Increase your chances of an interview by reading the following overview of this role before making an application.
- Client Service Director
- Jersey
- Permanent
- Full time
- Competitive Salary & Benefits
You'll support the development of the Equiom Group business by providing and promoting a first class personal service to existing and prospective clients, working closely with Co-Directors and the wider management team to ensure business growth and that the regulatory, compliance, corporate governance, and internal administration needs of the business are met.
Your New Role
This list of duties is not exhaustive and may change from time to time according to business needs :
Financial Performance :
Budgeting & Target Setting - Play an active role in agreeing fee scales, budgets, targets etc.EBITDA - Achievement of the EBITDA Target, through delivery of the following :Cash Collection - Achieve and exceed targets of your Client Services teamRevenue - Achieve and exceed targets of your Client Services teamInvoicing - Achieve and exceed targets of your Client Services teamRecovery - Achieve and exceed targets of your Client Services teamSales – Contribute to the achievement of sales targets through cross selling and up selling existing client base and supporting New Business initiatives of Solutions / Business Development teamTime Utilisation (personal) - Achieve and exceed personal utilisation target (50%)Ensure your Client Services Team is achieving and exceeding utilisation targets.Strategic Initiatives :
Significant contribution to strategic direction of the Group and tactical development of local and international initiativesIdentifying opportunities to enhance revenue and mitigate lossesManaging key client relationships, professional advisors, and intermediariesThere may be a requirement to act as personal and corporate directorActing as Authorised A SignatoryAct as Relationship lead for a portfolio of client casesManage your Client Service team, assisting with their development, training, performance management, and setting of their annual objectivesBusiness development : working with your client team preparing proposals for new businessBusiness travel, attending conferences, representing and promoting Equiom and meeting with and enhancing existing client relationshipsIdentify opportunities for jurisdictional expansion and startup opportunities, where applicableOperational :
Compliance - Ensure compliance with regulatory and internal control standards / procedures within your Client Services teamEfficiency - Ensure efficiency within your team by working closely with the technical team to continually develop systems and procedures to optimise employee resources locally in conjunction with the wider groupBanking - Identify efficiencies through our core bank relationship and implement a control straight through processing modelInvestment – With assistance from Enhance Investments, manage third party investment management relationships ensuring consistent monitoring of investment performance and riskWork closely with Group Human Resources department in matters pertaining to employees, recruitment, training, performance, morale etc.Play an active role in the sourcing of new employees and support the management of the local headcount to an optimal levelLead by example ensuring demonstration of core values daily.Work closely with Group Compliance and Risk Department in relation to risk management, money laundering, and regulatory mattersClient Service :
Ensure Group service standards are delivered consistently across all jurisdictions and business linesUnderstand and apply local legislation relating to the conduct of trust / fiduciary business to ensure that the business complies with regulatory requirementsManage operational risks in accordance with local proceduresAct as point of reference on complaints and problem casesEnsure compliance with company standards, policies, and proceduresWhat will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for :
Hold a professional qualification and a member of STEP or ICSA qualified or equivalent qualification in a relevant field such as accountancy or operational managementHave extensive working knowledge of Private Client and Family Office Services and support operations of the sameHave detailed knowledge of portfolio management, and oversight of external investment portfoliosStrong leadership and interpersonal skillsPersonal attributes which would be seen in the ideal applicant include :
Gains the confidence and trust of others through honesty, integrity, and sincerityCreates a working environment where people are motivated to do their best and to help the business achieve their objectivesHolds self and others accountable for meeting commitmentsEffectively builds formal and informal relationship networks inside and outside of EquiomApplies knowledge of business and the marketplace to advance the business goalsBuilds strong and effective teams that apply their diverse skills and perspectives to achieve common goalsSecures and deploys resources effectively and efficientlyProvides direction, delegation and removes obstacles to get the work doneMakes good quality and timely decisions that keep the business moving forwardKnows the most effective and efficient process to get things done with focus on continuous improvementEquiom Group
For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients, and funds to navigate the twists and turns to achieve their ambitions.
We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.
We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.
What should you do now?
If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.
Equal Opportunities
Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.
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