Associate Client Director

• Manage a varied booked of business housed in a Corporate Management License, Mutual Fund License and Trust License.
• Actively manage the full life cycle of IQ-EQ Clients from pitches, deal closing, legal set-up and termination
• Act as personal director, and represent the IQEQ Corporate Director on various Fund, SPV and Private Wealth vehicles.
• Be appointed to other key official positions for Fund and SPV vehicles.
• Prepare reports and present at board meetings for Fund and SPV structures.
• With support from senior leadership, act as the regulatory outsourcing champion for IQ-EQ Cayman, closely involved with monitoring and report for the outsourced functions for the office.
• Lead and perform in line with local and Group initiatives
• Build and maintain effective relationships with key internal local and group stakeholders and well as professional intermediaries and contacts, including direct report.
• Undertake client visits supported by senior team members to ensure that robust client relationships are maintained and developed with a view to cultivating new sale of service opportunities from the existing client portfolio (including cross-sell opportunities for other segments and jurisdictions)
• Actively monitor and identify the strengths and weaknesses of the current service delivery model. Propose and assist with the implementation of effective actions, which deepen client relationships and manage risk
• Deliver agreed standards for client service and monitor performance on a regular basis
• Deliver the targets within own functional area for revenue, utilization, recoverability, and cash collection
• Ensure compliance with applicable laws, service standards, company policies and procedures, agreed operational, and control processes. Implement operational efficiencies and agree remedial or improvement actions with accountable staff
• Use your professional judgement to bring to the attention of (senior) management any issues which you feel appropriate, ensuring that concerns and identified risks are reported in a timely and effective manner
• Maintain up-to-date information on developments in the regulatory environment and ensure compliance at all times
• Ensure client deadlines are met and produce fee proposals for client services enquiries
• Provide direction to the support staff will support your portfolio of clients.
• Preparing monthly reports for Leadership
• Performs any such other activities as may be reasonably required by the role.
• Be prepared to assist senior leadership with the launch of new products and departments as the IQ-EQ Cayman business continues to grow.

Requirements

• Relevant degree in business, law or finance with 3-5years fiduciary experience
• Have a detailed understanding of Cayman AML and KYC regulations, ACAMS would be advantageous.
• Thorough understanding of Cayman AEOI, Economic Substance and UBO reporting requirements is advantageous
• Experience acting as a personal director or other official positions on fund or private client structures is desired
• Be able to present AML reports and board reports to fund directors with confidence
• Membership of relevant Financial Institute
• Excellent client relationship & interpersonal skills
• Extensive experience within the offshore finance Industry
• Awareness and understanding of cross jurisdictional cultural differences
• Knowledge of strong corporate governance practices and experience of risk mitigation
• Solid commercial acumen with an ability to lead within own functional area
• Team oriented with the desire to thrive in a diverse, dynamic and collaborative environment
• Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
• Excellent written and verbal communication skills
• Eeffective listening skills and able to make and communicate rational judgments in a decisive manner
• Strong Microsoft application knowledge