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Grand Cayman, Cayman Islands

Client Director Private Wealth

Full-time / part-time
Mid-Senior Level
Client Services & Operations
4th Floor Genesis Building, 13 Genesis Close
Grand Cayman
Cayman Islands

Job description

Responsibilities (how we will measure success)

  • Deliver new business opportunities / revenue through existing and new client network, contribute to the top line of the business

  • Contribute to the development of New Business Sales Process, Procedures and related documentation

  • Report on key sales performance indicators

  • Conduct extensive industry and potential client research (including Due Diligence) to support the Sales network

  • Act as the key point of client contact for allocated relationships, coordinating the service team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables

  • Ensure that risk management processes are embedded in the culture, operations and systems used by all employees, driving and exemplifying adherence to agreed policies, procedures and applicable regulation

  • Actively develop new client leads and business opportunities to support the strategic and commercial business development targets and income streams

  • Responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Implement a timely and robust action plan to quickly remediate loss positions. Seek to improve profitability of all client relationships. Actively manage the exit of any client relationships which cannot be converted to a profitable basis


Tasks (what does the role do on a day-to-day basis)


  • Actively lead and perform in line with both local and Group initiatives

  • Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level

  • Work closely with colleagues across locations to develop and implement intermediary visit plans and report on progress

  • Build and maintain effective relationships with stakeholders, regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise

  • Responsible for implementing a detailed new business development plan, focused on delivering the strategic goals of the business in respect of new client income

  • Undertake client visits 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

  • Actively monitor and identify the strengths and weaknesses of current service delivery and implement effective actions, which deepen the client relationship.

  • Deliver agreed standards for client service and monitor performance on a regular basis

  • Deliver business development plans through maintaining regular contact with clients within portfolio and maintaining an awareness of their on-going requirements. Prepare, present and evaluate any resulting new business proposals

  • As the subject matter expert, ensure successful implementation of changes which improve operational practices

  • Deliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable staff

  • Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes

  • Use your own judgement to bring to the attention of (senior) management any issues which you feel appropriate, in particular 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 that affect the business and ensure compliance at all times


Key competencies for position and level (see Group Competency model)

  • Ensures Accountability – Holding self and others accountable for meeting commitments

  • Financial Acumen- Interpreting and applying understanding of key financial indicators to make better business decisions

  • Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives

  • Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems


Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Ability to inspire trust and confidence across the Client Services function

  • Strong Relationship Management skills

  • ‘Hands-on’ and pragmatic

  • Completer finisher

  • Culturally aware

  • Integrity and transparency

  • Energy and determination

  • Passion and drive with proven ability to succeed through others

  • Resilient – can work in a fast pace environment

  • Self-awareness with understanding of emotional intelligence

  • Innovation and creativity

  • Strong organisation and analytical skills

  • Excellent communication and influencing skills

  • Ability to deliver on time every time

  • Approachable and a strong team player

  • Commercially minded – able to turn vision into capital value

  • Well organised and structured

  • Practical and methodical in approach

Required Experience                                                                

  • Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments

  • Membership of relevant Financial Institute

  • Evidence of Continued Professional Development

  • Extensive experience within the offshore finance Industry

  • Awareness and understanding of cross jurisdictional cultural differences

  • Corporate Governance experience and an understanding and experience of risk mitigation

  • Excellent leadership and management skills

  • Effective influencing skills and an ability to lead within own functional area

  • Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others

  • Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions

  • Experience of working closely with Regulators

  • Excellent written and verbal communication skills

  • Highly effective listening skills and able to make and communicate rational judgments in a decisive manner

  • Knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer term needs of a business

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices. The salary range for this role is USD 120K-150K

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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