We’re are looking for a Relationship Manager to deliver exceptional client service while managing a portfolio within established controls and procedures.
Key Responsibilities include:
- Attend meetings with clients and their advisors including bankers, lawyers, accountants, agents or consultants and liaise on client matters.
- Ensure clients’ needs are met and their portfolios are managed effectively.
- Undertake client visits as determined by the service level agreements and risk review profiles.
- Deliver client acquisition through on-boarding, risk rating, CDD collection and sign off.
- Actively support business development efforts through sales targets and delivery of material and new business leads.
- Review clients on a regular basis in line with the business risk profile process.
- Maximise client profitability and manage team in a way that encourages client retention and growth.
- Ensure policies and procedures are complied with and legal and regulatory obligations are met.
- Provide technical guidance and support to the administration team.
- Meet deadlines appropriate for assigned portfolio, ensuring adherence with regulatory requirements.
- Ensure client database is always current by ensuring it is updated as and when events occur.
- Other ad-hoc tasks as and when required.
- Ensure that timesheets are completed in a timely manner, with quality information provided, on a daily, weekly and monthly basis.
Key Performance Indicators (KPI's):
- Time recorded electronically on a daily basis.
- Utilisation rate of 75%.
- Meeting of filing deadlines.
- Ensuring annual review and accounting deadlines are met.
- Achievement of annual CPD target of 35 hours.
- Client satisfaction.
Skills and Experience:
- Significant experience of the trust industry.
- A relevant professional qualification.
- Adaptable – Demonstrate a willingness to be flexible, versatile in a changing work environment while maintaining effectiveness and efficiency.
- Ethical – Understand ethical behaviour and business practices and ensure that own behaviour and the behaviour of others is consistent with these standards.
- Build relationships – Establish and maintain positive working relationships with others, both internally and externally, to achieve business objectives.
- Communication – Speak, listen and correspond in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
- Client focused – Anticipate, understand and respond to the needs of internal and external clients to make or exceed their expectations.
- Leadership – Positively influence others to achieve results that are in the best interest of the Company.