Manager – Trustee and Client Relationship

ROLE OVERVIEW

PURPOSE OF JOB

Responsible for the delivery / oversight of divisional projects to include client focused, commercial and risk orientated matters from time to time.

MAIN RESPONSIBILITIES AND DUTIES

  • Support the divisional Directors to identify potential project initiatives, focusing on commercial, risk management or client orientated matters.
  • Manage and monitor risk management initiatives.
  • Monitor and co-ordinate client on-boarding.
  • Work with relevant business owners to develop a project plan.
  • Proactively oversee, manage and deliver divisional projects, including those of a commercial, risk and client service nature.
  • Take a commercial approach towards undertaking divisional projects, maximising and measuring the return on investment.
  • Where client facing resources are employed in project delivery, ensure appropriate co-ordination of those resources towards successful project delivery.
  • Deploy appropriate project management framework and reporting tools in order to manage delivery and ensure appropriate reporting to senior management.
  • Where project initiatives are identified, generate training needs and plan and deliver appropriate training support within the division.
  • Where problems occur, identify shortcomings and work to devise potential solutions during project execution.
  • Any other duties as deemed necessary or defined by Division Head.
  • Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
  • Point of liaison with internal stakeholders such as Legal, Compliance, Operations.
  • Adhere to JTC core values and expected behaviours.

ESSENTIAL REQUIREMENTS

  • Project Management skills.
  • General knowledge of employee incentive vehicles.
  • Experience dealing with customer due diligence.
  • Adhering to internal deadlines.
  • Strong communication skills.

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