Client Director

Our client is seeking a Client Director to join their team. 

You will work with your fellow Directors to drive the client service delivery and team performance of the client handling teams, whilst working with the broader senior leadership team to drive the vision, mission and values of the business.

In addition, you will play a key role in growing the client base by developing existing and new client and intermediary relationships. You will work closely with the BD and Marketing team on delivery of the Business Development strategy, as well as providing mentoring and development to our administration teams to ensure opportunities to develop existing client relationships or win new business are identified and handled appropriately.

Key Result Areas

  • Provide excellent levels of client service in line with standards, procedures and guidelines.
  • Act as the highest authority on technical client specific matters.
  • Responsible for delivering agreed new business targets.
  • Maintain and develop the profile, reputation and the brand externally.
  • Identify new business opportunities, manage intermediary relationships and build the new business pipeline.
  • Be a role model and ambassador internally and externally, attending conferences, networking events and other relevant opportunities.
  • Contribute to the overall strategy, structure and prosperity of your function.
  • Oversee resourcing, retention, and development in your function.

Requirements

  • Recognised Professional Qualification – e.g. Accountancy, Chartered Secretary, STEP , Banking, Securities or other relevant Table 4 qualification.
  • 15 years’ relevant finance industry experience with a minimum of 8 years working at senior level within an offshore financial services organisation.
  • Comprehensive understanding of company financial management with the ability to understand and comment on complex financial information.
  • Comprehensive and detailed understanding of company law and current industry legislation, regulation and working practices.
  • A detailed understanding of corporate governance, compliance and risk management.
  • Experience of managing and leading people, driving high performance
  • Proven private client BD experience working with family office structures.
  • A decision maker who gives the highest commitment to service excellent and corporate governance standards and can prioritise and deal with conflicting and demanding deadlines.
  • Personal authority and gravitas to commands respect and inspire confidence.
  • Excellent leadership skills, approachable and accessible with the ability to inspire, motivate and develop others, and manage underperformance quickly and fairly.
  • Ability to scrutinise and understand complex documentation.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 29 Nov 2024
Closing Date: 
Thu, 27 Feb 2025
Reference: 
12311

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