Client Services Director - Fund Services

at  JTC Group

ESSENTIAL REQUIREMENTS

• Master or professional certification in finance, accounting, audit or law with at least 10 years relevant experience in similar in house positions or within a corporate and fund services provider in Alternative Asset classes.
• The role requires both to be hands-on and have the strategic thinking needed to challenge and improve processes to contribute to the funds growth.
• Proven experience in managing a team and working within the trust and company environment at a higher senior level.
• High level of technicality, ability to take responsibility and initiatives, create solutions, display assertiveness and decisiveness, undertake crisis management, work under pressure and respect deadlines.
• Eager to learn and ability to work independently in a fast-paced and rapidly changing environment.
• Responsible, accountable and able to get on with others as a team player.
• High level of English both verbal and written, other languages will be advantageous.
• Proven ability to establish and develop excellent relationships with clients.
• Entrepreneurial mind set, driven, self-motivated and focused on achieving results.

PURPOSE OF JOB

In order to continue to provide personalized quality services to a growing number of corporate customers in Real Estate and Private Equity, we seek for a Client Services Director (M/F).

MAIN RESPONSIBILITIES AND DUTIES

• Overall responsibility for a varied portfolio of alternative clients through appropriate allocation of clients ensuring service excellence.
• Fulfil the function as one of the “Authorised Managers” of the regulated entity (subject to approval by the regulator).
• Fulfil the function of “Client Director” or “Senior Client Director” on appropriate client entities.
• Act as an “A” signatory (subject to approval by the Board).
• Experience in managing client onboarding and company secretarial and domiciliation teams.
• Active participation with the wider Senior Management team towards the overall management of the division in all aspects such as financial performance and risk management.
• Manage performance against agreed targets and budgets, ensuring the division’s budgetary and performance targets are achieved and the division’s KPIs are maintained.
• Advise and remain responsible for the complex aspects of a client’s portfolio and maintain knowledge of all the division’s clients, in order to nurture close working relationships with other associate directors, directors and employees of the Group; including Depositary and AIFM teams.
• Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care.
• Liaise with professional advisors and experts to deliver excellent standards of service within statutory regulations and deadlines.
• Manage relationships with internal and external stakeholders and other services providers including CSSF.
• Assist with any formal regulatory reviews undertaken by the CSSF and analyse changes or updates to any relevant CSSF circulars.
• Review the oversight deliverables together with the team leaders.
• Ensure appropriate corporate governance in accordance with regulatory requirements while aligning to the Group’s overall aims, business plan and long-term strategy.
• Continuously implement policies’ changes and improvement and allocate responsibilities to the entity to ensure clients are served at a high level of quality standards and within set deadlines.
• Ensure appropriate contacts are made to discuss and solve the material issues arising.
• Be involved in process improvements through automation across all platforms and systems.
• Deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance.
• Work closely with the Depositary and AIFM teams.
• Inspire and motivate the division and the wider Group to sustain the Group’s unique stakeholder culture.
• Develop, coach and mentor the senior management team including being involved in performance evaluations and regular discussions on strengths and areas for development.
• Assist with any necessary staff resourcing and organisation.
• Attend and lead client meetings and liaise with professional advisors to ensure the Group delivers both an efficient and value-add service within set deadlines.
• Adhere to Risk & Compliance procedures in relation to regulatory requirements and AML legislation.
• Be responsible for managing the risks associated with own portfolio of clients as well as those of the Group as a whole.
• Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the division in this respect.
• Attend board/divisional meetings and contribute to board papers/reports as appropriate.
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Deputise in the absence of Senior Director / Group Director.
• Ensure that the spirit of JTC is engendered and shared within the Group.
• Adhere to the JTC core values and expected behaviours.
• Any other duties as deemed necessary or defined by Local or Group Management.