![JTC Group](https://media.trabajo.org/img/noimg.jpg)
Associate Director
2 months ago
**Join JTC where your contribution will be valued.**:
We currently have an exciting opportunity for an Associate Director - New Business Team to join our team in Jersey.
**Purpose of Job**:
The purpose of the role is primarily to ensure the efficient and effective on-boarding of new clients and management of the New Business Teams. The primary focus of the role relates to private clients.
By maintaining close working relationships with stakeholders, the post holder will ensure JTC’s standards, culture, and policies & procedures are maintained and developed.
The post holder will also have responsibility for liaising with the client administration and sales teams to ensure that all client matters, in relation to new business, are dealt with promptly and any issues are referred to line management immediately.
In addition to proactively managing the new business teams, to prepare relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meetings.
As a key member of the New Business team, related management duties will include ensuring all collateral is updated in line with any Regulatory changes or internal updates as required.
Monitoring and reporting on new business leads, identification of improvements and enhancements to JTC’s process and development and implementation of relevant procedures for approval by the business.
**Main Responsibilities and Duties**:
- Working within the regulatory framework as specified by the relevant regulatory body, to ensure that governance, oversight and compliance protocols within the group are appropriately applied to potential and new business.
- Maintain a high level of technical competence and market awareness in order to maximize the effectiveness, efficiency and client satisfaction during the on-boarding experience.
- Proactively manage private client new business enquiries and ensure the timely progression of opportunities for JTC.
- Prepare relevant internal approval documentation, co-ordinate and present directly to the BAM. Ensure consistency and clarity of the BAM packs and approval documentation in order to maximize the effectiveness of relevant senior management resource.
- Ensure compliant and orderly transition of Potential to Live clients in accordance with JTC due diligence, KYC and new business procedures.
- Ensure implementation of structures, opening of bank accounts and orderly staged transition to relevant administration team as appropriate.
- Be aware of and play an active role in the achievement of “New Business” targets. Proactively seek new business opportunities and contribute to strategies to meet the changing needs of clients and JTC by identifying trends and analyzing Salesforce to identify emerging and cross selling opportunities within the Group.
- Maintain and enhance the principal new business management tools including Salesforce database and MI Reporting suite.
- Production of relevant Group level Management Information as a key input for monitoring and decision making by the BAM.
- Assist with the development and enhancement of JTC standard fee structures and fixed fee frameworks to ensure they remain competitive, transparent and appropriate.
- Provide first class support for introducers of new business to JTC.
- Ensure the usual expected disciplines are undertaken effectively including prompt completion of call reports and meeting notes, proactively contribution to strategic and management forums and to behave at all times in a professional manner in the best interests of JTC.
- Liaise with Directors and other members of the Global Business
- Development team as a matter of routine.
- Seek advice when faced with difficult issues/problems.
- To behave at all times in a professional manner in the best interests of JTC.
- The ability to work under pressure and manage strict deadlines is essential as is the need to adapt to new systems and processes quickly.
**Essential Requirements**:
- Trust & Company administration background
- Proven track record in people management
- Awareness of AML/CFT requirements in multiple jurisdictions
- Knowledge of on-boarding requirements
- Can do attitude
**Conclusion**:
JTC is a publicly listed, award-winning provider of fund, corporate and private client services to institutional and private clients. The principle of making all our people owners of the business is fundamental to our culture and aligns us completely with the best interests of our clients.
JTC’s culture places a strong focus on the development of its employees. We value our employees’ commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.
Key Contact
**Carly James**:
- Office +44 1534 700 029
-
Associate Director
2 months ago
St Helier, United Kingdom Meraki Full timeAssociate Director, Trusts - Jersey, Channel Islands - Associate Director, Trusts - Jersey, Channel Islands - Varied work on offer Full Job Description Meraki Talent is currently looking to recruit an Associate Director to join a renowned fiduciary and fund administrator in Jersey, Channel Islands. Our client prides itself on its collaborative working...
-
Financial Intermediaries
2 months ago
St. Helier, United Kingdom Lloyds Banking Group Full timeEnd Date Wednesday 10 April 2024 Salary Range £0 - £0 - We support flexible working - click here for more information on flexible working options Flexible Working Options Job Share Job Description Summary **Job Description**: Job Title: Financial Intermediaries - Associate Director Location: Jersey **Salary**: Competitive package Hours:...
-
Associate Director
3 months ago
St Helier, United Kingdom RBS International Full timeOur people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in Jersey and as such all normal working days must be carried out in Jersey. Join us as an Associate Director - Join our Institutional Banking Coverage team in Jersey where...
-
Associate Director, Fiduciary Management
3 weeks ago
St. Helier, United Kingdom Royal Bank of Canada Full timeCome Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Associate Director
2 months ago
St Helier, United Kingdom IQ-EQ Full time**Company Description** IQ EQ is part of 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. **Job Description** Office**: Jersey - Gaspé House - In order to fulfil the requirements of the...
-
Associate Director
2 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55729ContractPermanentHoursFull TimeSalaryNegotiableAs an Associate Director / Director, you will be responsible for overseeing administration obligations and the management of client relationships to support the growing team. You will also focus on developing the...
-
Associate Director
2 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55728ContractPermanentHoursFull TimeSalaryNegotiableApex Group has an exciting opportunity for an experienced Associate Director. As an Associate Director, you will support Line Managers in delivering the operational service to clients. In your first few weeks in this...
-
Associate Director
2 months ago
St. Helier, United Kingdom LRI Invest Full timeDescription Role Profile Role title Associate Director Department Client Accounting Location Jersey Contract type Permanent, Full-time Reporting to Director Role purpose - Range of entities includes corporate, real estate and fund structures including private equity and open ended funds. - The Client Accounting Department is organised into teams,...
-
Associate Director
2 months ago
St Helier, United Kingdom JTC Group Full time**Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for an Associate Director - HR Operations to join our team in Jersey. **Purpose of job**: Head of HR Operations & Resourcing is responsible for managing and overseeing the Group HR Operations and Resourcing provision, all end to end employee lifecycle events...
-
Associate Director
2 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55722ContractPermanentHoursFull TimeSalaryNegotiableThe Associate Director will support the business in the delivery of the operational & administration service to their clients. This is a varied role which will involve promoting & supporting the aims of the company &...
-
Associate Director, Fiduciary Management
3 weeks ago
Saint Helier, United Kingdom Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Associate, Fiduciary and Funds
2 months ago
St. Helier, United Kingdom Lloyds Banking Group Full timeEnd Date Saturday 18 May 2024 Salary Range £53,613 - £59,570 - We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary About This Opportunity The Crown Dependencies business is the fastest growing business in Lloyds Banking Group so it’s a...
-
Associate Director, MLRO/MLCO/CO
4 weeks ago
St. Helier, United Kingdom Royal Bank of Canada Full timeCome Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Associate Director
2 months ago
St Helens, United Kingdom EweMove St Helens Full time**Job Title** - Associate Director **Company** - EweMove St Helens **Contract type** - Self Employed **Summary**: EweMove St Helens is an award winning, customer focused, innovative, industry-leading Estate Agency. You will be the face of EweMove, establishing yourself as the 'go-to' person to provide property sale services. We are seeking a motivated...
-
Associate Director
2 months ago
St Albans, United Kingdom Aitchison Raffety Full time**Job Title - Senior Surveyor or Associate Director, Healthcare** **Location - Cover the Hertfordshire Region** **Office - London or St Albans office - requirement to come to office once a month or as often as you like** **The Role**: To work closely with the senior leadership to develop, grow and advance the company’s healthcare presence in a specified...
-
Administrator - Participant Relationship Management
4 months ago
St Helier, United Kingdom JTC Group Full time**Join Team JTC where your contribution will be valued.**: The Administrator will assist the Participant Relationship managers with their portfolios of high net worth individuals covering the spectrum of JTC Employer Solutions’ service lines - pension and retirement plans, employee benefit trusts and deferred compensation plans. This individual will act as...
-
Senior Administrator
2 months ago
St Helier, United Kingdom JTC Group Full time**Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Senior Administrator - Private Client to join our team in Jersey. The role will have a specific focus on providing business analysis and business intelligence support to the team. The role will report into a Director within the PCS Operations Team based in...
-
Associate Director, MLRO/MLCO/CO
4 weeks ago
Saint Helier, United Kingdom Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Vat Associate Director
1 day ago
Bury St. Edmunds, United Kingdom RSM Full timeAs one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...
-
Development Director
4 weeks ago
St. Neots, United Kingdom Glencourt Associates Full timeOur client specialises in crafting award-winning point-of-purchase and graphic display products sing their many years of design, development, and manufacturing expertise.They are looking for a Development Director to head up a number of departments within their business. This is an Associate Director role, so if you are looking for this next step on your...