Senior Manager – Private Client

ROLE OVERVIEW

PURPOSE OF JOB

Oversee the effective management of a team/division, ensuring a professional and comprehensive administration service is provided to existing and prospective clients and in line with strategic objectives set by the Group Board.

MAIN RESPONSIBILITIES AND DUTIES

• Proactively oversee and manage the operation of the team/division, ensuring a professional service is provided to clients and intermediaries.
• Through effective analysis and management of the team/division and their resulting performance, ensure any knowledge gained is factored into the planning and formulating of the team’s/division’s own strategy, resources and procedures and ultimately the divisions annual business plan.
• Create and ensure alignment of team/division’s strategy to overall strategic objectives and KPIs set by the Group.
• Oversee the administration, timely billing, fee collection, management of debtors and population of income to target relative to the clients within the team’s portfolio.
• Fulfil the function of “Manager” on appropriate client entities.
• Responsible for maintaining a good standard of corporate governance within the team, ensuring any legal, tax or statutory requirements are adhered to.
• Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the team’s/division’s portfolio of clients and where possible introduce prospective new business to the Group.
• React to new business enquiries within an acceptable timeframe, effectively managing and accurately pricing enquires, ensuring the resources and services provided by the Group are fully explained and promoted.
• Attend and participate at client meetings, either on or off site. This may from time to time require travel out of the Channel Islands for a number of days.
• Develop, enhance and retain existing client base, advisers, intermediaries and other introducers of work, providing a value-added service and a high standard of client care.
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation
• Oversee the administration and review of complex client structures, remain aware of risk exposure to both the client and the Group, including fulfilment of responsibilities under the review procedures.
• Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the team/division in this respect.
• Ensure manager/assistant manager is training, developing, motivating and monitoring the progress of the team/s, ensuring individual team members adherence to their contractual obligations and competencies.
• Directly coaching and mentoring Managers and Assistant Managers within the division/team.
• Attend and conduct where necessary monthly team/division meetings ensuring the appropriate employees remain appraised of any developments or changes within the Group.
• Conduct annual appraisals and interim reviews for senior members of the team, setting SMART objectives.
• Attend interviews for new recruits and play an active part in the selection.
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Develop self, and ensure knowledge in relevant field at all times.
• Deputise in the absence of Associate Director / Director.
• Develop an ability to inspire and motivate the team and the wider Group to sustain the Group’s unique stakeholder culture and adherence to the core competencies.
• 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

• Experience managing and mentoring people.
• A strong team player who can motivate a team and lead by example.
• Articulate with professional verbal and written communication skills.
• Strong organisational and team management skills.
• Attention to detail & problem-solving skills.
• Relevant experience in a relevant client-facing role.
• Professionally qualified (ICSA/ACCA or equivalent).