Director, Trust & Corporate

• Supported by the Administration teams, proactively oversee the day to day management and administration of a portfolio of client entities
• Providing supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary
• Meeting financial targets in terms of chargeable hours, recovery rates
• Supporting the Administration teams in monitoring and assisting with debtors, ensuring BAU income and New business income targets are met
• Maintaining and building good relationships with clients and intermediaries through quality service and promoting this ethos within the wider team
• Sharing historic client knowledge with employees, ensuring they are in the best shape to management all client relationships
• Supporting the team in effective and controlled management of fees and debts
• Ensuring all policies and procedures are followed/implemented in accordance with the Manuals, Policies and Procedures
• Supporting the Board on the improvement of processes procedures and policies
• Leading Management meetings as requested
• Leading Meetings as requested
• As part of the IOM Board create and implement a business development strategy across the intermediary and client contact base, online platforms and direct networking opportunities in line with the board plan regarding development of accounts and produce a quarterly board report to highlight the results of these interactions, both financial and relationship
• Management of the client and intermediary program for the IOM office
• Liaising with Group Commercial teams in devising new business streams and aligning with the Group commercial strategy
• Effective communication to the team to ensure all are aligned with the commercial plans and strategy
• Assisting with Marketing and providing input to business development strategies where applicable
• Assisting with employee development/mentoring and contributing to their technical and practical training requirements
• Helping to foster good relations between management and employees by demonstrating an open communication ethos
• Maintaining awareness of all Group and local staff policies and procedures and demonstrating professional standards at all times
• Ensuring that all AML and compliance regulations are complied with to the extend required by your role
• Working closely with the Board of Directors, in particular the Managing Director, on the strategic direction of the business development function of the business
• Play a key role in identifying processes and procedures as candidates for streamlining and simplification
• Assisting HR for talent scouting
• Identifying potential acquisition targets
• Guide, support, encourage and develop team in line with Management Framework

• Holds a relevant professional qualification e.g Accountant, Lawyer, Chartered Governance Professional or Trust Practitioner (ACCA CGI or STEP)
• Minimum 8 years post qualifying experience in the fiduciary sector or at least 10 years industry experience
• Excellent understanding of fiduciary services business including detailed knowledge of the regulatory framework
• Ability to work under pressure and prioritise workloads
• Positive attitude with problem solving ability - we don't have problems, only solutions!
• Proven leadership qualities
• Proactive and a “get things done” mentality
• Strong management skills and a proven track record in successfully managing a team

Your specialist: Anne Murray

Quote job ref: 15990

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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