Client Director. CLS Executive Compensation Services - Jersey

A leadership role within CSC’s Executive Compensation Services (“ECS”) team. This is an opportunity to help lead a dynamic, enthusiastic team and contribute to the strategic direction and growth of CSC’s Executive Compensation Services business. This role falls within the scope of the Jersey Financial Service Commission’s definition of “Senior Management Function” Category 3. 

This role falls within the scope of the Jersey Financial Service Commission’s (“JFSC”) definition of “Senior Management Function” Category 3. Category 3 Senior Management Function is defined by the JFSC as:   

‘The function of carrying out a duty or responsibility (alone or jointly with others) that the Money Laundering (Jersey) Order 2008 or an AML/CFT/CPF Code of Practice issued by the JFSC requires to be performed by senior management’. 

This means you could be liable to a Jersey civil penalty if you were found to be culpable in a significant and material contravention by CSC Fiduciary Services (Jersey) Limited of the Money Laundering (Jersey) Order or the mandatory requirements set out in the Codes of Practice in the AML/CFT/CPF Handbook.  

Some of the things you will be doing:

• Contribute to the effective development of regulatory, compliance and risk management policies and procedures in relation to specified corporate structures  
• Oversea the management of your client's / teams portfolios, offering advice from our internal processes and collaborating with your team 
• Pro-actively act as a director and alternate director of client companies administered by CSC, conduct client meetings and contribute to board meetings of CSC operating companies   
• Manage a portfolio of client relationships within ECS according to specialism and expertise 
• Act as director or alternate director of client companies administered by CFS and CFS operating companies  
• Ensure that the delivery of client service in the team meets agreed service standards  
• Proactively develop key client relationships and actively contribute to cross-selling opportunities 
• Manage the performance of the ECS team to deliver agreed business plan goals and targets   
• Contribute to the ECS leadership function and in doing so, ensure adherence to CFS and CSC values  
• Deliver effective communication within the team, providing regular reporting and feedback, so that agreed strategy and business plans are achieved 
• Be accessible and approachable to all of your team members, offering guidance and development when required 
• Deliver innovative and effective leadership in line with CSC’s values 
• Contribute to the achievement of ECS specific business development goals in the relevant jurisdiction through proactive management and development of key client relationships and active contribution to cross-selling opportunities 
• Provide guidance and guide the team to achieve their goals
• Be involved with ECS projects as and when required
• Oversee financial performance of the team and drive profitability. Accurately contribute to the production of management information to monitor performance against objectives 

Some of the things you will be doing:

• This role falls within the scope of the Jersey Financial Service Commission’s (“JFSC”) definition of “Senior Management Function” Category 3. 
• Category 3 Senior Management Function is defined by the JFSC as:  
• ‘The function of carrying out a duty or responsibility (alone or jointly with others) that the Money Laundering (Jersey) Order 2008 or an AML/CFT/CPF Code of Practice issued by the JFSC requires to be performed by senior management’. 
• This means you could be liable to a Jersey civil penalty if you were found to be culpable in a significant and material contravention by CSC Fiduciary Services (Jersey) Limited of the Money Laundering (Jersey) Order or the mandatory requirements set out in the Codes of Practice in the AML/CFT/CPF Handbook.  

What technical skills, experience, and qualifications do you need:

• JFSC Category A employee, holding a Table 4 qualification 
• Experience in a similar role, managing a team and overseeing complex share plan arrangements
• A minimum of 10 years’ experience working as a trustee within the share plan industry including overseeing complex corporate transactions for both listed and private companies.  
• Regulatory approval in the relevant jurisdiction required for the ECS team  
• Broad understanding of the wide range of fiduciary products offered by CSC globally 
• Detailed, in depth understanding of the specific offerings within the relevant CFS Service Line 
• Team leadership skills 
• Good interpersonal skills 
• Ability to understand, inspire and develop others 
• Effective communicator 
• Ability to formulate, consider and select the most appropriate solutions 
• Strategic mindset
• Ability to work effectively in a team, providing support and guidance 

Director of Trust and Corporate Administration / Director, Corporate Legal Solutions, Private Clients - Guernsey

Intro: 

To act as Director on Private Client cases, providing fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences. 

The key responsibilities for the role are noted below and as Director, Private Clients you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading and managing any relevant projects that are related to the role. You will be expected to act as an Ambassador for CSC Guernsey and Group representing the firm to raise awareness in the business community. 

Some of the things you will be doing: 

• Ensure CSC business goals and local strategy are aligned, understood and communicated effectively internally and externally. Leading the Guernsey private clients business; 

• Contribute to the strategic success of the business by ensuring that financial targets are met; 

• Identify and develop growth opportunities through new business and the extension of the existing client base to include opportunities to refer business throughout the Group; 

• Provide a high level of technical expertise/knowledge on complex cases;  

• Ensure all clients receive a consistent, professional and personal quality service; 

• Take the lead on all contentious client relationships and matters, resolving fee disputes and client concerns;  

• Proactively keep an up-to-date awareness of current industry issues and mitigate the potential negative impact on clients/Guernsey business;  

• As directors of client entities and Guernsey corporate trustee/director entities, to make informed and independent decisions on client transactions backed by supporting information and relevant legal and/or tax advice; 

• Periodically consider higher than normal risk factors impacting the entities in your client allocation. Where appropriate conduct a business assessment in conjunction with the compliance department; 

• Provide leadership, technical guidance and management support to the Associate Directors, Managers, Assistant Managers and Administrators responsible for the day to-to-day administration of client entities; 

• Contribute to the continuous development of the Guernsey private clients team by identifying staff training needs and the active participation in recruitment and succession planning; and 

• Foster good relations between management and staff by demonstrating integrity through effective and open communication with the Guernsey team. 

What technical skills, experience, and qualifications do you need: 

• Evidence of relevant experience in regulated finance or professional services, with the most recent position held in a senior team leading role; 

• Must be able to demonstrate sound leadership skills and management experience; 

•  Solid understanding of the business and markets applicable to the business;  

• Ability to build a successful network of internal and external contacts;  

• Be a technical expert on client structures, including any regulatory requirements; 

• Professional qualification such as ACCA, CGI, STEP or equivalent; 

• Solid IT technical skills; and 

• Drives personal development using all the resources available to achieve success. 

Compliance Head – FNB International Trustees:

Senior Associate - Financial Services Law

Senior associates in our financial services law practice enjoy a varied working day, providing legal advice relating to banking and finance, corporate and commercial law, investment funds, general financial services, insurance and regulatory matters.  Furthermore, they have a key role in working with the partner(s) to help grow the business by assisting with the development and implementation of the strategic growth plans for the work area.

Given the nature of the Guernsey practice, we are looking for a senior associate whose experience is more weighted to banking and finance.  They must have solid technical skills, a client centric and commercial approach and the ability to think on their feet.  As well as working on high quality transactions and being an integral member of the team, you will enjoy a client-facing role and a working environment that is open, friendly and collegiate. 

More about the role

Client Work

• To take responsibility for the management and co-ordination of client work as delegated by the Partners
• To manage risk exposure in accordance with the firm's policies and procedures
• To ensure all clients receive a high quality, timely and professional service to meet their needs
• To delegate to and actively supervise the work of more junior staff as appropriate
• To identify, discuss and implement changes/improvements to the way the practice runs and/or the services provided to clients

People

• To assist as required with the motivation, management and development of other fee earners and support staff in the work area
• To support the Partners in building an efficient group structure (this may include involvement in recruitment)
• To actively share knowledge, skills and experience with others

Business Development

• Promote and strengthen the Bedell brand
• Within the Group’s strategy, contribute as required to the development and implementation of the Group’s business development plans, with the aim of attracting more work from existing clients and developing new client relationships
• Support new ventures, identify cross selling opportunities and seek ways to develop our services
• Take responsibility for a range of non-chargeable activities to build the firm's know-how and external reputation through seminars/writing of articles/presentations etc.
• Working with colleagues from other teams and offices on multi-disciplinary and international projects
• Taking responsibility for a wide range of tasks/projects as required by the lawyers/partners in the group

Financial

• Take personal responsibility for achieving target hours, proactively manage WIP, billings and debtors and record time in a consistent way
• To demonstrate a good understanding of our key financial indicators by educating others

Qualifications/skills/knowledge/experience

Qualifications

• Likely to be 5-6 years+ PQE with Jersey, Guernsey and/or UK/Commonwealth qualifications

Skills/knowledge/experience

• Knowledge and experience of transactional work relating banking and finance, corporate and commercial law, investment funds, general financial services, insurance and regulatory
• Experience of working in an offshore jurisdiction would be beneficial but not essential
• Knowledge of, or a desire to learn about Guernsey offshore law
• Strong technical ability
• Business development experience and/or motivation to assist with business development
• The ability to prioritise and manage time effectively

Competencies

We would like you to have:

• A client focused approach
• Strong commercial awareness and sound judgement
• Self-motivation and drive
• A solution driven attitude to problems
• The ability to instil confidence in partners, colleagues and clients
• A positive and optimistic attitude
• The desire and ability to work collaboratively and collegiately with others
• The ability to communicate effectively with peers, colleagues and client

In this role you will be expected to:

• Behave in a manner in keeping with our core culture and values
• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing
• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge
• Flexibility, as occasionally you may be asked to work beyond your contracted hours to support urgent transactional work

Role Description – Senior Manager

Reporting:   Director

Mission:   Responsible for the overall management of an administration team of between 5 – 10 staff combined with responsibility for client services.

Detailed Responsibilities:

• Principal responsibility for a Trust Team of between 5 – 10 Trust Personal.
• To recruit, manage, motivate, develop and appraise staff so that their individual and collective performance meets current and future needs of the business.
• Principal responsibility for direct contact with prime clients, including the development of excellent relationships with these clients, relationship managers, investment advisers, asset managers, bankers, and other professional advisors.
• Client servicing involving international overseas travel to visit existing clients, professional firms or other companies and Relationship Managers and business development when opportunities arise.
• To pro-actively manage the profitability and debtor status of the client cases in the team.
• Ensure adherence to policies and procedures.
• May act as a Director of Client Companies and will hold the position of “A” Authorised Signatory.
• Maintain a very wide knowledge and understanding of international tax and inheritance laws, investments markets and other international business matters.
• Attend management meetings and have input into establishing and revising procedures and policies, proposing ways to enhance profitability and productivity.
• Review and manage integrity of new business flow into the team.
• Review and manage risk relating to client cases with the team.

Performance Measures:

• Delivering Business Results
• Managing the Customer Relationship
• Leading Others
• Influencing
• Planning and Control
• Making Good Decisions
• Making Change Work

Required skills

• Relevant Technical Qualifications (STEP, ICSA, CIB, Trustee Diploma)
• Previous board experience or acted as a director of client companies
• People management skills
• Organisational skills
• Delegation skills
• Presentation skills
• Marketing skills
• Computer literate
• CRS/FATCA

Education and / or Experience

Preferred

• Sound academic background
• Must have at least 10 years’ experience in management within the Trust industry
• Relevant Technical Qualification (STEP, ICSA, CIB)

Competencies

• Behavioural

• Acts as a role model for trustworthiness, integrity, and respect for others.
• Fosters open communication on all issues, in all situations and with all people.

• Technical

• Takes responsibility for managing client relationships, ensuring the business and clients gain maximum value from those relationships.
• Focuses attention and team resources to meet business goals, establishing targets, priorities, and objectives for team members.
• Looks for ways to meet and exceed challenging performance standards and targets, setting personal goals at or beyond business expectations.
• Thinks “outside the box” and converts ideas and possibilities into practice to create value for the business and gain competitive advantage.
• Provides encouragement and opportunity for people to generate innovative ideas and initiatives, championing their implementation.
• Uses knowledge of individuals’ strengths, interests a development needs to develop their capabilities and contribution to the team.

Job Description

Job Title:             Client Director

Jurisdiction:             Guernsey

Department:             Corporate and Fund Services

About Us

Suntera Global is a multi-jurisdictional provider of fund, corporate and private wealth services. We believe in empowering responsible ambition through the professional delivery of fund, company and trust administration as well as outsourced compliance, escrow, accounting, and tax services. We have over 400 specialists supporting a global client base from offices in the Bahamas, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Luxembourg, Malta, and the US. For more information visit suntera.com.

About the Role

The Corporate and Fund Services team have a fresh and modern approach which sets them apart from their peers. Through their open and creative approach to working alongside their clients they build upon one another’s ideas and expertise to create the ideal solution.

The purpose of the role will be to manage the people within a client delivery pod, mainly administering fund clients, acting as Client Director for key relationships and (if required) acting as a Director of client vehicles, including some POI Licensees.

The Client Director will take pride in managing client expectations and providing efficient, timely and high-quality administration services.

Key responsibilities include:

• Acting as line manager for Client Delivery Pod
• Acting as Client Director for key clients
• Acting as Director of Client Vehicles including POI Licensees (if required)
• Managing workloads and ensuring all key tasks are diarised and completed as required
• Working with Head of Client Delivery and other pod leaders to manage workload across the client delivery function
• Providing a high level of professional service to a portfolio of client relationships and attending generally to fund and corporate structures
• Preparing for and attending board meetings
• Overseeing the drafting of board meeting agenda, minutes and written resolutions, and ensuring all governance requirements are met
• Assisting the company boards in ensuring good governance
• Liaising with professional firms as required
• Dealing with Capital Calls and Distributions
• Processing of documentation relating to investment transaction
• Liaising with various parties through transactions or corporate actions
• Adhering to operating procedures and internal policies
• Being proactive in supporting company-wide objectives
• Ensuring you and your team comply with regulatory and legal requirements
• Any other ad-hoc tasks and responsibilities as assigned to you by your manager
• To ensure cover within the team during any absences

About You

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

• A minimum of 10 years’ client relationship management experience, including Closed-Ended Alternative Fund experience
• The ability to lead, manage and develop a team
• Directorship experience
• Client onboarding experience
• ICSA, ACCA, or similar, professionally qualified or part-qualified
• Business development experience
• Good network of contacts
• Good grasp of oral and written English
• Working knowledge of Word, Excel and Outlook
• Communication skills
• Presentation skills
• Customer service skills
• Interpersonal skills
• Organisational skills
• Ability to manage priorities and multiple deadlines in a dynamic and proactive way

This is an exciting opportunity to join a professional team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Key People

The team members, line managers and hiring managers the candidate may interact with during the hiring process and on the job.

• Mark Vidamour, Head of Corporate and Fund Services
• Chris Le Page, Head of Client Delivery, Corporate and Fund Services