Client Director, Family Office

Client Relationship

• Support immediate management team with the delivery and implementation of divisional strategy and business targets;
• Demonstrate and be recognised for technical excellence in your specialist area and expertise in other relevant business and operational areas of the Altum Group;
• Consult appropriate colleagues when undertaking work outside own area of expertise to ensure compliance and minimise risk;
• Provide independent technical and strategic guidance in the capacity of director of client entities, at all times upholding the highest level of corporate governance and being prepared to challenge, where appropriate
• Act as ’relationship manager’ on a portfolio of client entities to ensure that they act according to their guiding principles and within corporate and regulatory constraints and good practice
• Demonstrate knowledge of corporate governance requirements, internal compliance, anti-money laundering and other relevant policies and procedures;
• Demonstrate the ability to simultaneously be entrepreneurial and drive the business forward while keeping it under prudent control;
• Generate innovative ideas that challenge the status quo but are strategically sound, and encourage others to demonstrate innovation
• Oversight of the drafting of infrastructure procedures and other internal documents;
  Reviewing and proposing recommendations for improving the Altum’s operation including review of profitability and identification of new products or billing opportunities on existing clients.
• Developing the general profile of Altum in market and participating in ad hoc projects to assist the principals with growing the business.

Time Management

• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
• Review of underlying teams time recording ensuring accuracy and adherence with group procedures and agreed recoverability;

Financial

• Oversight of WIP review on client portfolios ensuring any ad hoc fees are considered;
• To work with management team and Altum Group board to drive change and efficiency initiatives both within your division and other divisions and jurisdictions;
• To identify and build new business lines that increase revenue and distinguish Altum Group;
• To drive forward change both within your division and, where relevant, within the Altum Group, which can is linked to increased profitability

Mentoring/Professional Development

• Managing performance of direct reports through the performance management process, including performance review meetings and objective setting;
• Build commitment of team members through fair, consistent and persuasive behaviour, embracing ideas and setting SMART objectives to be utilised by the division;
• Communicate clearly and effectively, using authority and influence appropriately, and demonstrates the ability to lead and direct the efforts of others to achieve results;
• Demonstrate a collegiate allegiance to the divisions management team and Altum Group Board, publicly supporting decisions regardless of personal opinion and behaving with the utmost professionalism at all times
• Demonstrate the ability to focus on the commercial needs of the Altum Group while acting responsibly towards other stakeholders;
• To maintain a knowledge of the external business environment and relevant industry specific trends and provide industry updates and advice to clients
• Share and communicate technical knowledge to others within the Altum Group