Client Director (CD) – Client Services

Overview

The Role & Key Responsibilities
What you will get in return
Additional Information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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Department: Private Clients & Family Office

Employment Type: Permanent, Full time

Summary of role

The core role of a CD is:

  • Lead and develop client relationships
  • Grow revenue through growth activities on existing clients and through intermediary network
  • Serve as director on client companies
  • Act as an authorised signatory on client committees of relevant Apex Jersey companies

Job Specification

Clients

Act as Lead Relationship Director on allocated client portfolio (Your Clients)

Serve as a director or alternate director on allocated client companies where AJL is engaged to provide director services and perform such role in line with relevant company law legislation and the AJL Director Services Policy

Provide technical expertise in respect of client matters (fiduciary, governance, accounting, compliance, tax etc)

Oversee service delivery by administration staff on Your Clients, ensuring regular contact and feedback is received and documented (Client Happiness Tracker, spot surveys) and resolve service issues, where required

Ensure that recordkeeping, including bookkeeping in respect of Your Clients is in good order, accurate and up to date

Develop client relationships so that Your Clients can benefit from AJL’s service offering and the wider Apex Group (across Corporate Solutions, Fund Solutions and Financial Solutions), as appropriate) where relevant

Revenue Growth

In line with strategy and risk appetite, contribute to revenue targets for the department through organic growth, fee increases and product and service development

Work with the Apex Group Sales team to inform in respect of services offered in Jersey and identify new business opportunities

Develop relationships with other Apex Group global businesses to identify new business opportunities

Maintain and develop relationships with relevant intermediary networks to promote the Apex Group brand and identify new business opportunities

Prepare new business proposals and deliver pitches to prospective clients

Participate in RFIs being led by Apex Group on multi jurisdiction/multi pillar new business opportunities

Sing off new business files as per the New Business Policy or escalate new business opportunities to the AJL Risk Committee and/or Apex Group if there are specific risk factors which require focused attention / decision

It being noted that revenue growth must be within AJL’s risk appetite and not contrary to AJL policy(ies)

Financial Management

Manage team members capacity and utilisation and take action where required to ensure effective use of capacity and delivery of client services

Ensure that client invoices for Your Clients are approved and sent to clients within 3 weeks of the start of each calendar quarter and contribute to achieving monthly cash collection targets for the department

Address revenue recoverability issues on a client basis working closely with the AJL commercial manager

1st Line Risk Management

Keep up to date on developments and changes in the regulatory framework, in particular relevant legislative updates, industry updates, JFSC industry feedback and public statements

Ensure that line reports and team operate in accordance with the AJL policy and procedure (P&P) framework

Act as a Risk Owner for nominated risks on the AJL Risk Register

Where requested, contribute to the formulation of relevant new and revised P&Ps in conjunction with the Governance team

Ensure that the AJL 4-eyes policy is operating effectively within team

Undertake relevant technical, industry and regulatory focused training (sufficient to meet regulatory CPD requirements) and ensure that line reports do so

Ensure sound awareness in the team as to the 1st line regulatory responsibility for the prevention, identification and reporting of suspicious activities / financial crime and the systems and controls that AJL has in place to assist and support this

Ensure that breaches, incidents and complaints are reported to Compliance on a timely basis and ensure that actions arising are closed on a timely basis

Together with the relevant client manager and H-CSD, ensure that Key Risk Indicators for the department are effectively managed (including but not limited to bookkeeping and reconciliations, client entity financial statements, periodic reviews, compliance cards)

Deal with any assigned actions arising from compliance monitoring and/or internal audit on a timely basis

Identify and report any client/business related conflicts of interests as well as declaring any personal conflicts of interests to Compliance

Governance

If requested, act as a Principal Person on an Apex Jersey company as aligned to the department’s business activities and attend quarterly and ad-hoc board meetings and discharge duties and obligations in line with companies law,  the regulatory framework and the AJL Corporate Governance Framework

If requested, act as a Principal Person on regulated client companies as aligned to the department’s business activities and attend board meetings and discharge duties and obligations in line with companies’ law, the regulatory framework and the Director Services Policy

Attend Special Risk Committees on request (particularly for new business opportunities escalated, CDD deficiencies and SARs)

Serve on or attend AJL committees or forums, on request

Act as a Member 1 signatory on the relevant Apex Jersey delegated authorities for the Trustee Committee and Corporate Services Committee

Act as an A signatory on the relevant Apex Jersey delegated authorities for the Client Banking and Investment Accounts

People Leadership

Line manage direct reports (if required)[2]

Act as leader in the department to engage staff and ensure achievement of departmental objectives and targets

Foster a team culture where the Apex Group values are lived as a team and by individual team members - we care, we promote respect, we are exceptional, we drive growth

Ensure that sufficient training, mentoring, direction and support is given to team members to allow them to fulfil their roles, support them and provide progression opportunities

Personal Development

Keep up to date on developments and changes in the regulatory framework, in particular, relevant legislative updates, industry updates, JFSC industry feedback and public statements

Undertake relevant technical, industry and regulatory focused training (sufficient to meet regulatory CPD requirements)

  • A genuinely unique opportunity to be part of an expanding large global business
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

 

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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