Senior Manager – Trustee and Client Relationships

ROLE OVERVIEWPURPOSE OF JOB

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

This person will be responsible for building a complex portfolio of current and new high value, blue chip clients, covering the spectrum of the business unit’s service lines in pension plans, companies and associated structures. The Senior Manager will act as a daily point of contact for these clients and will support the wider team in developing existing and potential relationships by delivering the efficient and timely administration of documents, instructions and other associated paperwork. This person will liaise with other teams within the division and throughout JTC on a regular basis regarding client issues.

 The Senior Manager will oversee administration, ensuring that targets are met in line with approved Service Level Agreements.

MAIN RESPONSIBILITIES AND DUTIES

• Proactively oversee and assist with managing the operation of the team/division, ensuring a professional service is provided to clients and intermediaries.
• Arranging and following JTC’s new business take on process to include due diligence analysis at plan take-on.
• 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.
• Arrange client meetings, engagement and maintain strong client relationships.
• Fulfil the function of “Client Services Director” 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 and introducer meetings, either on or off site. This may from time to time require travel out of the Isle of Man 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.
• Adhere to relevant codes of conduct (AML/CFT/CPF) and relevant anti money laundering legislation.
• As the team expands 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. In time this will also include 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.
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Develop self and always ensure knowledge in relevant field.
• 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

• Pensions and Trust knowledge.
• Client service delivery experience.
• Experience managing teams, meeting deadlines.
• Client portfolio management experience.
• Knowledge of local regulations.
• Relevant financial qualification / experience.