Client Services Director

2 weeks ago

Cape Town, South Africa HR Genie Full time

**CLIENT SERVICES DIRECTOR (FUND SERVICES) Cape Town, SA**

**Global Investment firm **is in search of a technically sound and strong people manager who similarly possesses strong fund administration expertise.

The role reports into the Managing Director, South Africa.

**Purpose of Job**
Oversee the effective management of a team, ensuring a professional and comprehensive administration service delivery is provided to existing and prospective clients and in line with strategic objectives set by the Group Board.

There is also a Business Development angle to the role as the person will be required (in conjunction with the MD SA) to gather new clients in the SA market and grow revenue.

**Essential Requirements**
- ** A qualified CA (preferred)** with **a minimum of 10 years **proven experience working within the **financial services sector, specifically the area of fund accounting**:

- ** Proven management and leadership experience** developed from previous roles
- Relevant experience and understanding in **alternative asset classes** would be an advantage (**Hedge, Private Equity, Real Estate et al**) with a particular focus on funds.
- Experience working closely with senior management.
- Proven ability to build relationships through an established network.
- A high level of technical ability is expected
- Excellent communication skills

***

**Main Responsibilities and Duties**
- Overall ownership and responsibility for a varied portfolio of clients through appropriate allocation of team members ensuring service excellence;
- Active participation with the wider Senior Management team, towards the overall management of the division in all aspects such as financial performance and risk management;
- Manage performance against agreed targets and budgets, thus ensuring the divisions budgetary and performance targets are achieved and the divisions KPIs are maintained;
- Advise and remain responsible for the complex aspects of a clients portfolio and maintain knowledge of all the divisions clients, in order to nurture close working relationships with other associate directors, directors and employees of the Group;
- Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care;
- Grow client base by executing a marketing strategy and growing the SA client base
- Ensure appropriate corporate governance in accordance with regulatory requirements while aligning to the Groups overall aims, business plan and long term strategy;
- Deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance;
- Inspire and motivate the division and the wider Group to sustain the Groups unique stakeholder culture;
- Develop, coach and mentor the senior management team;
- Fulfil the function of "Client Director" or "Senior Client Director" on appropriate client entities;
- Attend and lead client meetings and liaise with professional advisors to ensure the Group delivers both a proficient and value-add service;
- Active participation in business development activity; identifying new business opportunities;
- Adhere to Risk & Compliance procedures in relation to regulatory requirements and AML legislation;
- Be responsible for managing the risks associated with own portfolio of clients as well as those of the Group as a whole;
- Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the division in this respect;
- Attend Exco /divisional meetings and contribute to board papers/reports as appropriate;
- Adhere to CPD requirements in accordance with qualification level and in-house procedures;
- Ensure that the spirit of the Company is engendered and shared within the Group;
- Adhere to the Companies core values and expected behaviours; and
- Any other duties as deemed necessary or defined by Management and/or Group Board.

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