HR902: Client Services Director | Bermuda

Hamilton Recruitment

  • Hamilton, ON
  • Permanent
  • Full-time
  • 1 month ago
CLIENT SERVICES DIRECTOR – PRIVATE CLIENT – BERMUDA – 10% TAX – HR902About this opportunityOur client is a trusted provider of specialized business support services, helping organizations achieve their strategic goals through a combination of industry knowledge, operational capability, and a commitment to service excellence.The Client Services Director will be assisting with managing the operations team of the Bermuda office and will be reporting to the Head of Private Client, Bermuda. This role will entail being responsible for the performance of the Private Client team with a view to Maximising Financial Performance and Ensuring world class client service delivery. The individual will also be part of the Directorship services business (for Corporate and Private Clients) and be accountable for acting as a Fiduciary Director on client boards, relationship management, service standards and operational client oversight.Main responsibilities:
  • Ensure that revenue objectives are achieved on a monthly basis as per the defined target set for each client in the Head of Business unit(HBUs) portfolios
  • Ensure that profitability margins are achieved on a monthly basis as per the defined target set for each client in the HBUs portfolio
  • Ensure that fees are collected within the defined deadline and that the process for debt management is strictly followed
  • Ensure that the margins and ratios set for the HBUs are achieved as per the defined targets
  • Ensure growth in revenue for the overall portfolio through upselling and cross selling of additional products and services
  • Work closely with other service lines in the organisation in order to provide a seamless and integrated set of services to the clients
  • Director, fiduciary responsibility for the management of a complex / high value portfolio of trusts and companies
  • Impart a culture of excellence in terms of client services to team members and ensure that customer satisfaction and experience are maintained at the forefront in the client service delivery model
  • Take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers wherever required
  • Ensure that client services are delivered within the set deadlines and as per defined quality standards
  • Participate in board meetings for companies on which you act as a director and carry out your responsibilities as a director in accordance with the policies and procedures of the company
  • Maintain excellent client relationships and ensure that the contracted services are delivered in accordance with both our service level agreements and in accordance with our Risk and Compliance responsibilities
  • Assume authorised signatory responsibility for the company and as such assist with authorisation of payments, transfers, deposits, and foreign currency trades as well as execution of documentation on behalf of the client, wherever necessary
What you'll need
  • Bachelor or university degree in Business, Law, Finance or equivalent. Mandatory STEP/ or equivalent qualifications
  • 10+ years of experience in the financial services industry with operational and management experience in a Corporate/ Trust company management/administration environment for at least 5+ years
  • Experience sitting on boards of local companies/trusts - with a detailed understanding of Directorship services, corporate governance and the associated responsibilities
  • Strong transaction management, document review and negotiation and onboarding skills
  • Knowledge of relevant legislation and regulations as far as it pertains to our industry
  • Experience and understanding of Bermuda Trust laws and company's law
  • Broad knowledge and experience working with a multi-disciplinary and multi-jurisdictional financial services firm
  • Ability to work under pressure and manage demanding internal and client deadlines
  • Ability to manage teams to deliver consistent quality client reporting within tight deadlines
  • Ability to demonstrate initiative and to manage and prioritise workload
  • Strong client focusses with the ability to develop and maintain important client relationships
  • Excellent communication skills with superior attention to detail
How to apply
  • To apply, attach your résumé or include a link to your LinkedIn profile
  • If you don't provide one of the above, we can't progress your application
For reasons of confidentiality and to ensure best match for positions, our normal practice is to submit applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.Our clients are equal opportunity employers and value diversity. They do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you believe you deserve an exceptional career, we'll help make it happen.

Hamilton Recruitment