Associate Director, Private Wealth
18 September by Search & Select
Reference ID: 205622
Duration:
Unspecified
Salary: To be advised
End Date: 12 Nov 2024
Job Description
Our client seeks an Associate Director to join their team. Key Responsibilities:
Provide close team and client management support to ensure an excellent quality
of service, consistency and support the Business' organic growth objectives.
Actively participate in and assist the Director to manage all aspects and
activities relating to the development the business. Assist the Director to meet
or exceed key financial and non-financial targets, maximising revenues whilst
retaining focus on cost efficiency. Pro-actively contribute to initiatives to
improve processes to drive operational excellence. Implement a culture of shared
knowledge and delegated responsibility within the team(s) and assist the
Director to take overall responsibility for all allocated client relationships.
Assist the Director and supervise your direct reports to co-ordinate the team(s)
in respect of client deliverables, deadline management and the overall quality
of all deliverables. Represent personally the cultural values of the business
and adapting to change impacts in a productive manner, thereby fostering a
positive attitude within the team. Ensure that risk management processes are
embedded in the culture, operations and systems used by all employees, driving
and exemplifying adherence to agreed policies, procedures and applicable
regulation. Ensure staff receive any training required so that they are fully
conversant with the Company's policies and procedures. Actively identify
training gaps and address them in a timely manner. Attendance at and
contribution to statutory, management and any other meetings of the business as
required. Assist the team Manager to ensure all business KPIs for your team's
Client Portfolio are effectively managed, controlled achieved in accordance with
ongoing business requirements. Competent interviewer, recruiting talented
individuals. Act as an effective member of the fiduciary team and manage
meetings with other areas of the business together with team actions in respect
of financial and operational initiatives and projects. Actively develop new
client leads and business opportunities to support the strategic and commercial
business development targets and income streams. Maintain strong relationships
with the clients and look at opportunities to cultivate additional segment line
income streams. Assisting the Director to ensure your staff meet their
commercial objectives and targets through the effective capital management of
the P&L for the Client Portfolio to include revenue targets, billable
utilisation rates for staff, pro-active management of debtor days and cash
collections. Ensure that new business opportunities are actively followed up and
that fee quotes are competitive and commercial in order that risk versus return
considerations are managed effectively. Be responsible for conducting regular
and on-going reviews of any uncommercial fee arrangements within your team's
Client Portfolio and reporting the same to the Director with a timely and robust
action plan to quickly remediate loss positions. Assist the Director to improve
profitability of all client relationships and actively manage the exit of any
client relationships which cannot be converted to a profitable basis Key Skills
and Experience: Excellent knowledge of offshore finan... If you have the
required skills please apply online at searchandselect.com quoting reference
number: 14034