Client Services Director

il y a 4 jours


Luxembourg JTC Group Temps plein

**ROLE OVERVIEW**

**PURPOSE OF JOB**

In order to continue to provide personalized quality services to a growing number of corporate customers in Real Estate and Private Equity, we seek for a Client Services Director (M/F).

**MAIN RESPONSIBILITIES AND DUTIES**
- Overall responsibility for a varied portfolio of alternative clients through appropriate allocation of clients ensuring service excellence.
- Fulfil the function of “Client Director” or “Senior Client Director” on appropriate client entities.
- Experience in managing client onboarding and company secretarial and domiciliation teams.
- 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, ensuring the division’s budgetary and performance targets are achieved and the division’s KPIs are maintained.
- Advise and remain responsible for the complex aspects of a client’s portfolio and maintain knowledge of all the division’s clients, in order to nurture close working relationships with other associate directors, directors and employees of the Group; including Depositary and AIFM teams.
- Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care.
- Liaise with professional advisors and experts to deliver excellent standards of service within statutory regulations and deadlines.
- Manage relationships with internal and external stakeholders and other services providers including CSSF.
- Assist with any formal regulatory reviews undertaken by the CSSF and analyse changes or updates to any relevant CSSF circulars.
- Review the oversight deliverables together with the team leaders.
- Ensure appropriate corporate governance in accordance with regulatory requirements while aligning to the Group’s overall aims, business plan and long-term strategy.
- Continuously implement policies’ changes and improvement and allocate responsibilities to the entity to ensure clients are served at a high level of quality standards and within set deadlines.
- Ensure appropriate contacts are made to discuss and solve the material issues arising.
- Be involved in process improvements through automation across all platforms and systems.
- Deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance.
- Work closely with the Depositary and AIFM teams.
- Inspire and motivate the division and the wider Group to sustain the Group’s unique stakeholder culture.
- Develop, coach and mentor the senior management team including being involved in performance evaluations and regular discussions on strengths and areas for development.
- Assist with any necessary staff resourcing and organisation.
- Attend and lead client meetings and liaise with professional advisors to ensure the Group delivers both an efficient and value-add service within set deadlines.
- 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 board/divisional meetings and contribute to board papers/reports as appropriate.
- Adhere to CPD requirements in accordance with qualification level and in-house procedures.
- Deputise in the absence of Senior Director / Group Director.
- Ensure that the spirit of JTC is engendered and shared within the Group.
- Adhere to the JTC core values and expected behaviours.
- Any other duties as deemed necessary or defined by Local or Group Management.

**ESSENTIAL REQUIREMENTS**
- Master or professional certification in finance, accounting, audit or law with at least 10 years relevant experience in similar in house positions or within a corporate and fund services provider in Alternative Asset classes.
- The role requires both to be hands-on and have the strategic thinking needed to challenge and improve processes to contribute to the funds growth.
- Proven experience in managing a team and working within the trust and company environment at a higher senior level.
- High level of technicality, ability to take responsibility and initiatives, create solutions, display assertiveness and decisiveness, undertake crisis management, work under pressure and respect deadlines.
- Eager to learn and ability to work independently in a fast-paced and rapidly changing environment.
- Responsible, accountable and able to get on with others as a team player.
- High level of English both verbal and written, other languages will be advantageous.
- Proven ability to establish and develop excellent relationships with clients.
- Entrepreneurial mind set, driven, self-motivated an


  • Client Services Manager

    il y a 5 jours


    Luxembourg IQ-EQ Temps plein

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. As Client Services Manager/Director, you will act as a senior-level executive responsible for overseeing...

  • Client Director

    il y a 2 semaines


    Luxembourg TRUSTMOORE Temps plein

    **WHAT WILL YOU DO?** In this role, the Client Director has a client-facing position and reports directly to the Global Head of Private Wealth Solutions. The Private Wealth Solutions team is globally responsible for all private clients within Trustmoore. As a multi family office, this team provides all financial and administrative services and is...

  • Client Director

    il y a 2 semaines


    Luxembourg Trustmoore Temps plein

    **WHAT WILL YOU DO?** In this role, the Client Director has a client-facing position and reports directly to the Global Head of Private Wealth Solutions. The Private Wealth Solutions team is globally responsible for all private clients within Trustmoore. As a multi family office, this team provides all financial and administrative services and is...

  • Client Director

    il y a 4 jours


    Luxembourg TRUSTMOORE Temps plein

    **WHAT YOU WILL DO?** As a Client Director, you are part of the Structured Finance & Capital Markets team. You work closely with legal and financial account managers to continuously exceed our clients’ expectations. You advise and support all compliance and legal matters of our fast-growing portfolio of client entities and will manage a team of junior,...

  • Client Director

    il y a 4 jours


    Luxembourg Trustmoore Temps plein

    **WHAT YOU WILL DO?** As a Client Director, you are part of the Structured Finance & Capital Markets team. You work closely with legal and financial account managers to continuously exceed our clients’ expectations. You advise and support all compliance and legal matters of our fast-growing portfolio of client entities and will manage a team of junior,...


  • Luxembourg Apex Group Temps plein

    **Department**: Client Services **Employment Type**: Permanent **Role purpose** Be responsible for managing a growing portfolio of clients and offering to the entire client portfolio a high level of services. The position will also be responsible for identifying new growth opportunities. Provide direction to the relevant department/function. Maintains a...

  • Director Corporate Services

    il y a 2 semaines


    Luxembourg Arendt Investor Services Temps plein

    Arendt Investor Services, which is part of Arendt & Medernach, the largest law firm in Luxembourg, is regulated by the Luxembourg supervisory authority of the financial sector (CSSF - Commission de Surveillance du Secteur Financier) and operates under the status of Specialised Professional of Financial Sector (“PFS”). Arendt Investor Services offers a...

  • Corporate Services Director

    il y a 2 semaines


    Luxembourg Eurolux Consulting Temps plein

    **Job Description**: Our client, a leading Alternative investment company, is looking to hire a Corporate Services Director to lead a small team, focusing on private equity investments. You will report to a Regional Head and be a board member, ensuring compliance and governance from financial and operational perspective of the alternative investment...


  • Luxembourg BNY Mellon Temps plein

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...


  • Luxembourg The Bank of New York Mellon Corporation Temps plein

    **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...