• Anywhere

Job Specification Oversee the effective management of the client solutions team Role reports into the Associate Director Identifying both the client and regulatory requirements of the fund structures, ensuring that all documentation and preparatory actions are complete before the fund is taken on by the relevant business area Annual reviews of offering documentation for open-ended funds and updates to agreements and other documentation as required by their clients Proactively oversee and manage the operation of the client Solutions team Create and ensure alignment of team 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 Responsible for maintaining a good standard of corporate governance within the team ensuring any legal, tax or statutory requirements are adhered to Overall responsible for the delivery of client projects covering the take-on of new business, re-structuring of existing funds, and the exit of client business, liaising with all relevant internal parties to clearly understand the clients objectives and requirements of the project Ensuring that changes in service delivery are highlighted for operational teams to understand Providing technical guidance and support to own team and in addition to other business areas in order to ensure delivery of high-quality service Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the teams 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 Attend and participate in client meetings, either on or off-site. Develop, enhance and retain existing client base, advisers, intermediaries, and other introducers of work, providing a value-added service and a high standard of client care Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation Oversee the administration and review of complex client structures, remain aware of risk exposure to both the client and the Group, including fulfillment of responsibilities under the review procedures Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the team/division in this respect Train, develop, motivate and monitor the progress of the team Directly coaching and mentoring subordinates within the team Attend and conduct where necessary monthly team meetings Conduct annual appraisals and interim reviews for members of the team, setting SMART objectives Attend interviews for new recruits and play an active part in the selection Adhere to CPD requirements in accordance with qualification level and in-house procedures Develop self, and ensure knowledge in the relevant field at all times Deputise in the absence of Associate Director / Director Develop an ability to inspire and motivate the team and the wider Group Minimum Requirements Extensive experience in a similar role in financial services Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business. Please note that only shortlisted candidates will be contacted. Should you not have heard back within a two-week period, please assume that your application was unsuccessful. All job postings are in accordance with our Client”s BEE requirements.

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