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Senior Account Manager

3 months ago

Miami, United States Amicorp Group Full time

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 within the capital markets space. The roles 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 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 “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.


Candidate Profile

  • Bachelor's or master's 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.
  • 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