Client Director

Malta  |  starting from €80,000 

This role shall act as the main point of contact in a Client Principal and/or a Client Manager role for a varied portfolio of trusts, companies or other entities.

The Client Director will be responsible for managing client relationships in accordance with procedures manuals; relevant laws, guidelines, regulations and codes of practice. In addition to this a business development or Senior Departmental management function is expected.

Responsibilities:

  • Act as Client Relationship Principal and assume the lead client relationship role and report to the Managing Director in relation to matters affecting the Client Relationship matters.
  • Act as Senior Client Relationship Principal and report to the Client Relationship Director in relation to matters affecting the client relationship.
  • Assist with the implementation of new processes and procedures affecting the Client Relationship matters.
  • Assist with Communication change and assisting with its implementation
  • Liaise with other departments in relation to operational matters affecting Client Relationship matters.
  • Conduct Client Relationship meetings as appropriate to client base and in accordance with Praxis KPIs and standards.
  • Monitor and review oversight data and addressing issues as necessary.
  • Control over and implement ad hoc Department projects from time to time.
  • Assist with the development of company offerings including the introduction of any products developed in other territories.
  • Board member and ‘A’ signatory of the operating companies.
  • Form part of the Group and the company marketing effort through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads.

On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given with regard to continuing professional development.

Skill-sets and Requirements

  • A minimum of 10 years' relevant experience within Financial Services, specifically Trusts
  • Demonstrated ability to manage and maintain client relationships as a Principal role in accordance with KPIs and company standards
  • Demonstrated knowledge of legal and regulatory framework operating in Malta and other territories, including anti-money laundering provisions and relevant fiduciary laws
  • Technical competence in relation to all Fiduciary matters including trusts. companies, pensions, limited partnerships, etc
  • Demonstrated ability to take responsibility for own work including the prioritization of work load and the ability to meet deadlines at all times
  • Excellent communication skills and ability to impart knowledge to others, liaising with clients, clients' advisors, professional intermediaries and all other potential sources of work
  • Excellent critical analysis and problem solving skills, ability to convey these to the team to improve standards of work and levels of efficiency

Education & Experience

Attainment of a relevant professional qualification

Job Reference: UX135


  • Primary job focus
    Finance
  • Job type
    Full Time
  • Employment level
    Director
  • Employer industry
    Financial Services
  • Languages
    English

All Finance Jobs in Malta involve understanding and managing of finances for private clients and organisations. Jobs in finance include client audit, compliance, corporate administration, pensions, trusts, risk and wealth management jobs.

  • Job Reference
    UX135
  • Closing Date
    30/11/2021
  • Date Published
    19/10/2021
  • Status
    Interviewing

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