JOB DESCRIPTION Job Title | Manager Reporting to | Senior Manager/Director Location | Guernsey
About ZEDRA
ZEDRA is an international provider of Active Wealth, Corporate, Global Expansion, and Fund services. Our experienced team deliver tailored high-quality solutions to clients who include ultra-high net worth individuals and families seeking diversified private client solutions, as well as, medium to large sized companies, pension funds, trustees, asset managers and their investors. We also support high net worth individuals and their families seeking diversified active wealth solutions, as well as asset managers and their investors. Our full range of services is designed to protect the real value of our clients’ assets and our entrepreneurial outlook supports businesses in unlocking their ambitions for growth and expansion, no matter how complex their challenges might be. At ZEDRA we embrace an entrepreneurial spirit where employees are encouraged to see beyond their determined role and participate in a wide range of opportunities. We focus on providing a wide range of technical and practical support to all employees at every level. ZEDRA recognises the need to develop and expand an employee’s skill-set and encourages career growth, as well as supports a social culture too, with a local social event programme across each office that celebrates the companies’ inclusive culture. Purpose of Role
The Manager will primarily take the lead on a key client relationship of the business, which is the largest client relationship of the Guernsey Office, and one of the largest client relationships across Zedra Group. This is an exciting opportunity to manage a dynamic family office style business which is ever expanding and highly transactional, therefore an ability to work under time pressure is important. The individual will also be expected to take on direct line management of certain individuals within the team and support them in managing their own workload, whilst ensuring the highest standards of client service are maintained. The Manager will promote ZEDRA and our business objectives, whilst driving morale by providing support and guidance (technical and otherwise) to the team. They will have direct responsibility and accountability for delivery of risk and operational targets and key risk indicators for their team’s portfolio of clients.
Key Accountabilities
Client The individual will ensure a high quality service is provided to their respective clients, intermediaries and stakeholders to ensure longevity of relationships. They will interact directly with their clients as required and be responsible for client communication and the ongoing maintenance of the team’s client relationship, working to identify client needs, drive up levels of client service as well as seeking to identify new business opportunities. The role holder will work with the team to ensure they deliver client commitments to agreed deadlines and to a high standard. Commercial The Manager will achieve personal and team targets as set out for their role for time recording, utilisation and working capital management. They will support the team and Senior Management to understand and act upon the profitability of their client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities. They will work with and support the team to build understanding and familiarity with the working capital cycle and prompt collection of debts.
Risk The individual will drive appropriate behaviour and take action to ensure agreed business targets are met. They will help to ensure that ZEDRA is compliant with local regulatory requirements supporting a positive relationship with the local regulator through strong governance. A successful Manager will use technical capability to identify and mitigate risk within the client book, escalating where necessary and required in accordance with local policies.
People Management The Manager will demonstrate effective communication skills, an ability to challenge and to prioritise, ensuring the objectives and initiatives cascaded from Senior Management are delivered against agreed business deadlines. The individual will provide constructive performance feedback to team members as required in order to develop and grow such individuals, and will carry out periodic Performance Appraisals for any such members of the team.
Knowledge and Experience
Professional and Technical Experience
The successful applicant will have significant industry experience of working with High Net Worth clients and on complex structures within the fiduciary field, and will demonstrate a first class client service delivery against the needs and demands of such clients both from prior experience and through driving the performance of others. They will also demonstrate excellent technical skills and an ability to impart that knowledge to others effectively. A Manager is expected to have a sound knowledge of current issues affecting client structures.
Managerial Experience The role holder will have demonstrable experience of supporting more junior colleagues and have prior managerial experience. The Manager will also be expected to support Senior Management in certain areas as and when required. Personal Attributes The individual should work with the team to ensure client relationships are at the centre of everything we do, whilst maintaining professional standards when working under time driven pressures. The individual will also have excellent prioritisation and time management skills. The Manager will be self-motivated and focussed on meeting, and if possible exceeding targets and goals. The individual will develop the success of other team members and demonstrate an ability to communicate effectively, whilst being able to deal with difficult conversations where needed. The Manager will be expected to take a leading role in ad hoc business projects from time to time. The successful candidate will be a visible champion of ZEDRA’s values and behaviours and will support our CSR initiatives. The successful applicant will demonstrate excellent Zedra Values and furthermore have a high level of personal and interpersonal skills, building relationships with both clients and colleagues Language Skills The successful candidate should be fluent in English. Academic and Professional Qualifications The Manager is expected to hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent.