CSP Business Development & Client Relationship Manager
Isle of Man
Permanent
Our client seeks an experienced and knowledgeable Business Development & Client Relationship Manager to join their team.
The successful candidate MUST have a minimum of 8 (but 10 would be ideal) years' recent relevant experience working within a Corporate Services Provider (CSP) environment. This is an essential requirement of the role. Candidates whose experience is predominantly outside of a CSP environment, even where they have relevant business development, relationship management or financial services experience, will not meet the core experience requirement.
Key Responsibilities:
- Identify and develop new business opportunities through; client referrals, networking, attending industry events & conferences, professional networks, market research and targeted outreach.
- They should be able to build and nurture a network of professional intermediaries, including law firms, accountants and tax advisors.
- Proactively evaluate client structures to identify cross-selling opportunities whilst ensuring long-term client retention.
- Develop and execute business development strategies aligned with company objectives.
- Arrange and lead introductory meetings and business development presentations.
- Onboard new clients and conduct a hand over to the administration team.
- Liaise with the new business team and board of directors.
- Undertake business travel as and when necessary.
- Build and maintain long term relationships with a portfolio of existing clients and act as their dedicated and primary point of contact.
- Focus on client retention and resolution of client problems and minor complaints in conjunction with the administration team.
- Demonstrate a clear understanding of clients' business objectives, structures, challenges, and corporate service requirements.
- Be able to relay information between teams in a clear and concise manner, organise team meetings and drive projects to completion.
- Undertake client visits, client meetings and answering client calls.
- Comply with internal policies and procedures and to promote the administration team's compliance with these policies and procedures.
- Identify and suggest effective corporate governance / controls required for the proper and effective administration of each company / entity during the take on process and communicate these to the administration teams.
- Liaise with the compliance team during the take on process, undertake the collation of client due diligence and compliance with AML /KYC procedures.
Key Skills and Experience:
- Proven track record in a similar business development role.
- Emphasis on fostering strong relationships with clients and a flair for business development.
- Solid background in the Corporate Services Industry (8 years +) and a robust understanding of corporate vehicles (SPVs, trusts, foundations), fund structures, statutory compliance, Economic Substance, CRS and FATCA.
- Relevant industry recognised qualification (or by experience).
- Strong commercial awareness and understanding of the industry.
- Strong knowledge and understanding of regulatory and compliance considerations in the industry.
- Excellent written and verbal communication.
- Strong presentation, negotiation and influencing skills.
The successful candidate must have a strong practical understanding of the CSP industry and the administration, governance, regulatory and commercial requirements associated with managing corporate structures and client relationships
Your specialist: Angie Westmorland
Quote job ref: 16852
Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.
