Purpose of the role:
Our client is looking for an Assistant Manager to provide crucial support to their Private Client team and Senior Manager, overseeing complex portfolios, maintaining daily interactions with clients and intermediaries, and working closely with the team Manager to proactively develop innovative solutions that meet client needs and foster long-term relationships.
Responsibilities:
- Monitor Administrators time recovery on a weekly basis, both in terms of quantitatively and qualitatively as to likely billing/recoverability (eg fixed fees - quantum and scope; possible client fee resistance)
- Assist your Manager to identify the training needs of your team and ensuring that they attend relevant training to assist with their development
- Assist with Manager with relevant appraisals within your department and mentoring the Administrators within your department
- Assist your Manager with the general departmental co-ordination and allocation of client work to deal with major client tasks arising from time to time
- Provide regular feedback to your Manager regarding the team’s performance
- Between yourself and your Manager, you will ensure that debt recovery is undertaken on a regular basis by each member of your team
Skills required:
- Knowledge of compliance requirements and the regulatory framework
- You should be educated with the relevant professional qualifications and be a member of a relevant professional body
- 9 years’ minimum experience of Finance Industry Business, with at least 3 to 5 years management experience and have corporate experience
- Comprehensive knowledge of offshore fiduciary services, financial market and finances in general
- A proven track record in handling complex offshore fiduciary issues and client relationship management