Account Manager

2 semanas atrás

são paulo, Brasil Amicorp Group Tempo inteiro

Summary:

Responsible for managing a portfolio of clients to guide them on legal, administrative and corporate activities for their companies. The role-holder is responsible for setting up and maintaining in good standing the corporate and legal structures on behalf of clients. The role holder generates revenue based on value-charging by carrying out legal, administrative and corporate activities, promotes products and services and actively participates in growing the business from existing clients as well as identifying prospective clients through client referrals.


Primary Duties and Responsibilities:

  • Responsible for managing the portfolios of clients and guide them on corporate services inclusive of the setting up and administration of corporate structures and other corporate governance services.
  • Work directly with our clients in analyzing and interpreting regulations, procedures, documents relating to our clients’ legal and fiscal opportunities.
  • Actively participating in growing and marketing our business both with existing clients to grow the portfolio but also to develop new business through client referrals.
  • Administering a portfolio of companies, limited partnerships and trusts in accordance with applicable legislation.
  • Monitor, manage, verify and approve the preparation of minutes of shareholder meetings (Ordinary or Extraordinary), and proxies, list of attendance.
  • 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.
  • Manage companies and ensure that all information in the client files is correct and up to date.
  • Monitor productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial and client targets are met.
  • Accurately record chargeable time and value of service using Maconomy in order to facilitate timely invoices.
  • Ensure that all correspondence is signed in conformity with the signatory authority list.
  • Solve payment problems, as well as collection of outstanding invoices.
  • Ensure that “Know Your Customer” rules are adhered to, and that client operates within relevant compliance frameworks.
  • 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.


Candidate Profile:

  • Bachelor or Master Degree in Law, Business, Accounting, Tax or another business-related field, additional relevant qualification would be desirable.
  • At least 4 years of relevant working experience within the corporate services business and/or financial services sectors (preferably with international exposure). Additional relevant company secretary or company law qualifications would be highly beneficial.
  • 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 organizational, interpersonal and communication skills.
  • 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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