Purpose of Role Summary:
Responsible for the delivery / oversight of divisional projects to include client focused, commercial and risk orientated matters from time to time.
Key Responsibilities:
- Proactively oversee and assist with managing 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.
- 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.
Key Competences / Skills / Experience / Behaviours Required
- Project management skills.
- Client management experience.
- Experience of employee incentive plans.
- Experience dealing with customer due diligence.
- Adhering to internal deadlines.
- Strong communication skills.
- Relevant professional qualification.