ROLE OVERVIEW
PURPOSE OF JOB
Oversee the effective management of a team/portfolio of clients within the division, ensuring a professional and comprehensive administration service is provided to existing and prospective clients and in line with strategic objectives set by the Board.
MAIN RESPONSIBILITIES AND DUTIES
* Overall responsibility for the department's management of a varied portfolio of clients through appropriate allocation of clients to team members and the monitoring of quality and accurate administration.
* Jointly responsible for the success of the business – able to strategically plan and proactively direct the administration function for the division.
* To deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance.
* Manage performance against agreed targets and budgets, thus ensuring the division's budgetary and performance targets are achieved and the division's KPIs are maintained as defined for financial, management and risk or as required by the Group.
* Through effective analysis and management of the division and its resulting performance, ensure knowledge gained is factored into the planning of the division's strategy, resources and procedures.
* Ensure that the spirit of JTC is engendered and shared within the division.
* May be required to attend board/divisional meetings and contribute to JTC Jersey board papers/reports as appropriate.
* Fulfil the function of "Client Director" on appropriate client entities.
* Ensure good corporate governance in accordance with regulatory requirements while aligning to the Group's overall aims, business plan and long term strategy.
* Attend and lead client meetings, either on or off site. Liaise with professional advisors to ensure the Group delivers both a proficient and added value service.
* Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care.
* Effectively manage and accurately price new business enquiries, ensuring the resources and services provided by the Group are fully explained.
* Active participation at internal business development meetings; demonstrate an ability to identify new business opportunities and where possible introduce prospective new business to the Group.
* Advise and remain responsible for the complex aspects of a client's portfolio and maintain knowledge of all the division's clients, in order to nurture close working relationships with other associate directors, directors and employees.
* Adhere to Risk & Compliance procedures in relation to regulatory requirements and AML legislation.
* Be responsible for analysing, assessing and managing the risks associated with own portfolio of clients as well as that of the division's.
* Monitor the division's risk assessments and review measures to ensure conformity, remaining aware of risk exposure, 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 division in this respect.
* Act as an "A" signatory (subject to approval by appropriate Board and Committee).
* Develop an ability to inspire and motivate the division and the wider Group to sustain the Group's unique stakeholder culture.
* Develop, coach and mentor management team, providing guidance on the management of employees according to Group standards and policy; ensuring employee's and division's adherence to their contractual obligations.
* 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 Senior Director.
* 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
* Proven track record in servicing clients at a senior level.
* Corporate Services experience essential.
* Experience of holding director roles on client boards and/or internal boards.
* Professionally Qualified.
OUR COMMITMENT TO INCLUSION & WELLBEING
JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.