Profile Details

Job Description

The function of the role is to manage the Investor Services Department i.e. to manage clients, investors and team members.

Responsibilities Include:

The Management of the Investor Services Department for allocated clients and for new clients coming on board.
To be actively involved in the Sales process.
To ensure the day to day activities are co-ordinated and scheduled on time ? providing a premium service on behalf of the Investor Services Department.
To focus on and deliver upon strategic and development aspects of the business.
To be a point of contact for all clients.
To attend client visits when required.
To provide guidance to team members regarding client queries and to develop and implement solutions for all queries.
Identify and implement improvements for Client Service Delivery.
Management of team members, including: team work, delegation, motivation, development, appraising, promoting, staff retention, training and mentoring.
To create, develop and maintain procedures to ensure an efficient and effective workflow while enabling an excellent service to all clients.
o be actively involved in Project Management throughout the organisation.
To provide excellent ?internal customer service?.
To keep up to date in regards to the dynamic changes within the business environment.
To develop and implement a Strategic Plan for the Investor Services Department which is in line with the overall Corporate Strategy.
To provide expertise and guidance on Anti Money Laundering.

Competencies and Traits Required:

A third level qualification preferred.
Previous experience required within the hedge fund industry, including direct contact with clients
Previous management experience.
A through knowledge of Fund Structures and all aspects of the services provided by an Investor Services department.
To take responsibility and accountability for all aspects of the role.
To be client focused.
To lead by example.
To maintain and display a high level of professionalism when dealing with clients, investors and colleagues.
To have a proactive approach to all challenges.
To be self motivated.
Ability to work under pressure within tight timeframes.
Ability to organise and manage multi projects.
Complete confidence regarding the decision making process and guiding staff.
Excellent oral and written communication skills.
Excellent presentation skills.

Key results areas:

Satisfied clients while exceeding client expectations regarding client service delivery.
Creating an environment where staff are highly motivated.
Good communication throughout the organisation and within the team.
Efficient and effective procedures and processes in place.
To gain optimum benefits from the technology that is available throughout the organisation.