Assistant Manager Client Solutions Team - Cape Town

Job Specification
Oversee the effective management of the client solutions team
Role reports into the Associate Director
Identifying both the client and regulatory requirements of the fund structures, ensuring that all documentation and preparatory actions are complete before the fund is taken on by the relevant business area
Annual reviews of offering documentation for open-ended funds and updates to agreements and other documentation as required by their clients
Proactively oversee and manage the operation of the client Solutions team
Create and ensure alignment of team strategy to overall strategic objectives and KPIs set by the Group
Oversee the administration, timely billing, fee collection, management of debtors, and population of income to target relative to the clients within the team's portfolio
Responsible for maintaining a good standard of corporate governance within the team ensuring any legal, tax or statutory requirements are adhered to
Overall responsible for the delivery of client projects covering the take-on of new business, re-structuring of existing funds, and the exit of client business, liaising with all relevant internal parties to clearly understand the client’s objectives and requirements of the project
Ensuring that changes in service delivery are highlighted for operational teams to understand
Providing technical guidance and support to own team and in addition to other business areas in order to ensure delivery of high-quality service
Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the team’s portfolio of clients and where possible introduce prospective new business to the Group
React to new business enquiries within an acceptable timeframe, effectively managing and accurately pricing enquires, ensuring the resources and services provided by the Group are fully explained and promoted
Attend and participate in client meetings, either on or off-site.
Develop, enhance and retain existing client base, advisers, intermediaries, and other introducers of work, providing a value-added service and a high standard of client care
Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation
Oversee the administration and review of complex client structures, remain aware of risk exposure to both the client and the Group, including fulfillment of responsibilities under the review procedures
Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the team/division in this respect
Train, develop, motivate and monitor the progress of the team
Directly coaching and mentoring subordinates within the team
Attend and conduct where necessary monthly team meetings
Conduct annual appraisals and interim reviews for members of the team, setting SMART objectives
Attend interviews for new recruits and play an active part in the selection
Adhere to CPD requirements in accordance with qualification level and in-house procedures
Develop self, and ensure knowledge in the relevant field at all times
Deputise in the absence of Associate Director / Director
Develop an ability to inspire and motivate the team and the wider Group

Minimum Requirements
Extensive experience in a similar role in financial services



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