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Overview

Our Client is a leading, long-established multijurisdictional Trust and Corporate Service Provider. Their IOM office is now seeking an experienced Senior Manager to join the Trust & Corporate Services team.

The Senior Manager will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. A large part of the role is to establish and develop client relationships, engage actively with the development of new business and build the reputation of the company as a client focused business who meet and exceed client expectations.

Duties will include:

• Actively develop and maintain relationships with complex and/or ultra-high net worth clients, intermediaries and internal contacts to provide a quality service and provide best possible client offering and maximise returns to the business as a whole
• Administer their own key Fiduciary relationships
• Pre-empt client issues or complaints and manage effectively and to troubleshoot or resolve breakdowns in relationships at an early stage
• Where appropriate, gain an understanding of clients' needs and extended wealth outside of the specific entity under management
• Ensure that team and individual financial and non-financial targets are met to maintain a sustainable fiduciary business
• Demonstrate an understanding of your personal fiduciary responsibility and by example to the team members, through your personal and business conduct act in the best interest of your clients and to protect yourself, the team and the business
• Check and authorise financial transactions, monitor and manage the opening and closure of structures
• Engage with the Client accounts team and ensuring accounts prepared by the accounts are reviewed and discuss and assist in the resolution of any issues arising thereon
• Monitor completion of periodic reviews and completion of action points - managing the teams effective completion and resolution of all action points effectively and efficiently
• Maintain a high level of integrity when calculating and invoicing fees whilst ensuring profitability levels are met
• Monitor charge out rates in staff time sheets, discuss any below target and recovery rates on clients
• Manage FF cases identifying opportunities in advance and ensuring clients are aware in advance
• Effective management of the teams debtors - escalating any issues immediately as they arise and management of fee queries to a resolution
• Ensure all fee profiles are correctly set up, and that all clients are invoiced at the appropriate time
• Review recoverability reports and discussing any below target recoverability cases with the officers and reporting to the Director
• Effective management of non-financial targets e.g. accounts, case reviews, correspondence with non-financial targets
• Act as an 'A' Authorised Signatory, an Officer on subsidiary Boards including Corporate Director/Corporate Trustee and Nominee Shareholders, and as an Officer on Client Companies
• Maintain technical regulatory knowledge and awareness taking responsibility for the client visit program and client meetings relating to the team's portfolio under management and meeting with these clients on an annual basis. Team members should be included on these trips, where appropriate, to continue their personal development and the on-going development of the client relationship
• Work closely with the Board of Directors on the strategic direction of the business
• Proactively assist with business development, including undertaking business development trips, attending networking events in the IOM and UK
• Completion of appropriate CPD to comply with regulatory and technical knowledge - extending the businesses internal knowledge and understanding
• Management of the team's annual review and objectives setting and monitoring

The ideal candidate for the role of Senior Manager will have:

• Relevant professional qualification e.g. CGI, ACCA, STEP
• Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Detailed understanding of fiduciary services business including the regulatory requirements
• Ability to work under pressure & meet deadlines
• Excellent written & verbal communication skills
• Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Excellent time management, prioritisation and organisational skills
• Demonstrate drive, ambition & willingness to learn
• Understand the importance of consistently delivering high standards in a customer service role
• A proactive approach to work & the ability to work under own initiative
• Positive attitude with problem solving ability
• Strong management skills and a proven track record in successfully managing a team
• Strong leadership qualities & the ability to lead by example