- Responsible for managing the portfolios of clients and guide them on international structuring. Work directly with our clients in analyzing and interpreting regulations, procedures, documents relating to our clients' legal and fiscal opportunities.
- Setting up and managing corporate and private legal structures and actively participating in growing and marketing our business. Administering a portfolio of companies, limited partnerships and trusts in accordance with applicable legislation.
- Monitor, manage and check the contracts (in any form whatsoever) of corporate clients. Monitor, manage, verify and approve the preparation of minutes of shareholder meetings (Ordinary or Extraordinary), and proxies, list of attendance.
- Ultimately responsible for the quality of the client files. Assure that companies are capitalized, and that the management agreements are available in the clients' files.
- Manage companies and ensure that all information in the client files is correct and up-to-date.
- Monitor, manage, verify and approve the preparation of minutes of meetings of boards of directors or managers and proxies. Coordinate issues concerning taxes, administration, and banking of client companies with the Client Accounting Department.
- Fully understand the client's activities and make sure that any action taken is consistent with the company's activities and purpose within the legal and economic framework for the company. Assure that all correspondence is signed in conformity with the signatory authority list.
- Ensure adherence to and ongoing analysis of Amicorp's 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency.
- Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client.
- Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
- Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications.
- Work closely with the Local Management Team, Client Acceptance Committee ("CAC") and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC.
- Ensure that "Know Your Customer" rules are adhered to and that client operates within the framework.
- Comply with all internal procedures regarding the correct use of automated programs for recording all required client and company data. Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.
- Act as a trusted advisor to the client and adhere to the regular client contact/ communication guidelines set by the Company, aimed at building personal and long-term relationship with the clients. Personal and Team Targets
- Lead by example by accurately recording chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
- Monitor teams' productivity and chargeability/ billing on weekly basis. Solve payment problems, as well as collection of outstanding invoices. Drive teams' chargeability by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets. Solve payment problems, as well as collection of outstanding invoices.
- Monitor all client accounting and legal & company management activities to ensure quality and timeliness.
- Build and maintain strategic business relationship with clients; guide the team, Senior Account Managers and Account Managers to build client relationships and ensure timely and quality delivery. Office Profitability Performance and Growth
- Ensure office profitability and performance aligned with the approved business plan for the office.
- Review client management agreement, payment approvals and ensure customer policies, procedures and contractual agreements are consistently met.
- Review time sheet of team members and monitor their productivity and chargeability on weekly basis, plus review of productivity reporting and performance against targets. Discuss employee/ office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement.
- Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources. Process and Controls
- Ensure that the sale of entities is in line with the target set and appraise the Sales Lead/Marker Coordinator on adequate measures to be taken to improve sale of entities.
- Compliance with statutory authorities and audit requirements.
- Ensure contingency plans are in place for all services to include business recovery plans.
- Maximize utilization of resources and drive cost control measures across operations. Other Duties
- Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
- Undertake such other duties, related to the position, as may from time to time be agreed with Management.
- Bachelor or Master Degree in Law, Accounting, Tax or another business related field, additional relevant qualification would be desirable.
- At least 15 years of experience inclusive of at least 5 years in senior management positions in financial services industry (preferably with international exposure).
- Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities in target markets.
- Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
- Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
- Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
- Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
- Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
- Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
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Description
The role holder leads the client relationship through a team of (Senior) Account Managers and Legal Assistants to deliver pro-active, exceptional service to client companies. The role holder is accountable to generate revenue based on value-charging by coordinating legal, administrative and corporate activities for companies. The role holder also promotes (new) products and services, and actively participates in growing the business from existing clients as well as identifying prospective clients through client referrals. As Director of various Amicorp entities and client companies, the role holder supports the management in realizing the projected turnover and returns based on the short and long term strategy of Amicorp.Main Responsibilities
Qualifications, skills, and experience
