The Agency is recruiting for a Client Services Director on behalf of our client. 

Strategic Growth and Business Development: Take charge in driving the growth of the company’s services, with the unique opportunity to launch a new service line and shape the firm’s long-term strategic vision.

Client Relationship Management: Serve as a key representative of the company by fostering essential client relationships and driving effective business development, boosting the firm’s visibility.

Team Development and Operational Excellence: Gain valuable experience as a key mentor to the team, fostering a client-focused culture and promoting operational excellence.

• Set the strategic direction for the company, managing key client relationships and providing technical and managerial support while ensuring full compliance with KYC procedures.
• Gain deep knowledge of the company’s infrastructure, policies, and regulatory requirements, while identifying marketing opportunities to drive business growth.
• Implement a long-term business plan aligned with the company’s strategy, expanding services and recruiting a skilled team to achieve these goals.
• Prepare quarterly business development plans and reports for the board, collaborating with marketing to enhance materials and represent the firm at industry events.
• Serve as a role model and mentor to the team, fostering and maintaining strong client relationships with intermediaries and suppliers.
• Oversee billing, cash collections, and fee negotiations to consistently meet financial targets.

Requirements: 

• Bachelor’s degree in Law or Accounting, or a professional certification such as STEP. 
• At least 10 years of experience in offshore fiduciary services, with a minimum of 5 years in a senior managerial role.
• Expertise in risk management, including AML detection, KYC compliance, and due diligence, with a thorough understanding of local and international regulations.
• Proficient in company administration and fiduciary services, with experience in managing financial assets and addressing tax-related matters.
• Strong written and verbal communication skills, particularly in drafting and reviewing financial reports.
• Exceptional organisational, time management, and client relationship-building abilities.
• Skilled in MS Office; experience with Viewpoint is advantageous.
• Candidates must be based in or willing to relocate to Bermuda.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.  

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky