Senior Onboarding Officer, Permanent Job, Isle of Man

We\'re seeking an enthusiastic professional to join our client as an Associate Director – Private Wealth. Joining on a permanent basis the successful applicant will provide vital support in team and client management, contributing to our client’s growth objectives and operational excellence.

The Role…

As an Assistant Director, you will:

Provide crucial support for team and client management, ensuring exceptional service quality and consistency
Collaborate with the Director to oversee all company development activities
Assist in achieving key financial and non-financial targets, focusing on revenue maximisation and cost efficiency
Proactively contribute to process improvement initiatives
Cultivate a culture of shared knowledge and delegated responsibility within the team
Co-coordinate teams to meet client deliverables, deadlines, and maintain deliverable quality
Embody our cultural values and adapt positively to change, fostering a positive attitude
Embed risk management processes within the organisation
Ensure staff receive necessary training and address training gaps promptly
Follow up on new business opportunities and manage fee quotes effectively
Review unprofitable fee arrangements and develop action plans to improve profitability
Actively manage the exit of unprofitable client relationships

About You…

To excel in this role, you should possess the following qualifications and qualities:

Ability to inspire trust and confidence
Strong Relationship Management skills, including the ability to address challenges
Cultural awareness
Integrity and transparency
Energy and determination
Proven ability to succeed through others
Resilience and ability to work in a fast-paced environment
Good knowledge and experience in offshore financial services
Membership in a relevant Financial Institute or other professional body
Awareness of cross-jurisdictional cultural differences
Corporate Governance experience and risk mitigation expertise
Effective leadership and management skills
Evidence of promoting teamwork and collaboration

The Reward…

You will receive:
Competitive salary & benefits package
An inclusive and diverse work environment
Continuous learning and development opportunities
Career growth across an international network