Client Services Director – Business Development

ROLE OVERVIEW

PURPOSE OF JOB

Oversee the effective management of a globally based team in line with the outcomes of the Christmas tree model, ensuring a professional and comprehensive full range of services for an extensive and diverse portfolio of clients in the funds industry.

MAIN RESPONSIBILITIES AND DUTIES

• Grow the Mauritius client base by active business development and sales strategies.
• Overall service delivery responsibility for a varied portfolio of clients through appropriate planning and allocation of clients within the team to ensure service excellence.
• 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 regulatory bodies.
• Assist with any formal regulatory reviews undertaken by the relevant regulator and analyse changes or updates to any relevant 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.
• Translate into practice policy changes and improvements and supervise the team in order to deliver within our quality standards and set deadlines.
• Ensure appropriate contacts are made to discuss and solve any 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.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.
• Overall responsibility for the People agenda for the full global team including resourcing, team structure, performance and employee wellness and engagement.
• Fulfil the function of “Client Director” or “Senior Client Director” on appropriate client entities.
• Act as an “A” signatory (subject to approval by appropriate Board and Committee).
• Attend and lead client meetings and liaise with professional advisors to ensure the Group delivers both a 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 Management and/or Group Board.

ESSENTIAL REQUIREMENTS

• A qualified CA (preferred) with proven experience working within the financial services sector, specifically the area of fund accounting, for a minimum period of 10 years.
• Proven management and leadership experience developed from previous roles with Director experience (preferred).
• Detailed knowledge of the Mauritius fund landscape and a strong network in Mauritius.
• Business development experience (minimum 5 years).
• Experience working with the Mauritius financial regulator.
• Relevant experience and understanding in alternative asset classes would be an advantage (Investment Trusts, Hedge, Private Equity, Real Estate et al) with a particular focus on funds.
• Experience working closely with senior management.
• A high level of technical ability is expected.
• Excellent communication skills.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.