Client Director

This role shall act as the main point of contact in a Client Principal and/or a Client Manager role for a varied portfolio of trusts, companies or other entities.

The Client Director will be responsible for managing client relationships in accordance with procedures manuals; relevant laws, guidelines, regulations and codes of practice. In addition to this a business development or Senior Departmental management function is expected.

Responsibilities:

• Act as Client Relationship Principal and assume the lead client relationship role and report to the Managing Director in relation to matters affecting the Client Relationship matters.
• Act as Senior Client Relationship Principal and report to the Client Relationship Director in relation to matters affecting the client relationship.
• Assist with the implementation of new processes and procedures affecting the Client Relationship matters.
• Assist with Communication change and assisting with its implementation
• Liaise with other departments in relation to operational matters affecting Client Relationship matters.
• Conduct Client Relationship meetings as appropriate to client base and in accordance with Praxis KPIs and standards.
• Monitor and review oversight data and addressing issues as necessary.
• Control over and implement ad hoc Department projects from time to time.
• Assist with the development of company offerings including the introduction of any products developed in other territories.
• Board member and ‘A’ signatory of the operating companies.
• Form part of the Group and the company marketing effort through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads.

On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given with regard to continuing professional development.