RFRJP107
Key Responsibilities:
As a Portfolio Manager, an exciting opportunity to take on a dynamic role where your responsibilities as part of the team will include but are not limited to the following:
- Assisting senior management in overseeing the administration of the client services team to ensure clients receive a high level of service.
- Liaising directly and building relationships with clients and intermediaries
- Maintaining a varied portfolio of trust and company clients
- Overseeing various company and trust administration tasks
- Acting as the key contact for the team and clients
- Facilitating staff development and training
- Coordinating the overall workflow and schedule for the team
- Supervising and supporting administration staff as required
- Managing client relationships by taking direct responsibility for a complex portfolio of trusts, companies, and other wealth structures, ensuring excellent service levels to maintain long-term relationships. This includes reviewing WIP, ensuring prompt collection of fees, and exploring other revenue opportunities
- Developing and implementing client strategies by working closely with clients to align with their goals and objectives
- Serving as the primary point of contact for clients, intermediaries; and collaborating with other teams within the business to meet client and business goals
- Ensuring compliance with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance, and staying up-to-date with industry legislation and proposed changes
- Driving appropriate behaviours and acting to meet agreed business targets
- Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed
Experience:
- Extensive TCSP administration experience in managing a client portfolio
- CCH, Viewpoint and Laserfiche would be an advantage but not essential
To apply for this job email your details to andrew@rightfitrecruitment.co.im
