Job Type: Full Time
Job Location: Luxembourg
Role: Senior Relationship Manager
Start Date: ASAP
Salary: EUR 4,500 – EUR 6,000 / Month + Bonus (TBD)
Other Benefits: Medical insurance and more TBD (single basis)
About Our Client
Our client is one of the fastest-growing fiduciary firms in Europe & Middle East. Based in Luxembourg, Dubai and Brussels.
Job Description:
Department(s): – Client Relationship (CR)
MISSION:
- Team and Department Interactions
- Report to the Team Manager.
- Must take into account and understand the requirements of regulations, administrative procedures and operating rules and ensure they are applied consistently.
- Accomplish production objectives
- Productivity targets (weekly, monthly, quarterly and annual)
- Respect team and individual agendas as set up by Team Manager
- Ensure that monitor Key Performance Indicator targets are met
- Annual accounts filed
- Tax returns filed (direct and indirect)
- Actively ensure debt recovery
- Accomplish weekly workload as determined by Team Manager.
- Train more junior staff while occupying a mentoring role.
- Customer relationship.
- Your rigorous work organisation actively participates in the achieving of client satisfaction in all areas of service:
- Prepare and present service offers based on a deep understanding of the client’s expectations, their needs and the purpose of their business.
- Draw up all relevant service agreements between clients and W-Conseil.
- Ensure seamless onboarding of new clients while respecting procedures.
- Coordinate company incorporation (draft articles, coordinate administrative formalities…)
- Manage interactions with third parties such as advisors, banks, notaries, authorities and public administrations.
- Monitor and update client database.
- Handle all (para)legal aspects of companies, such as board meetings, ordinary and extraordinary general meetings, including all relevant filings with trade registrar.
- Conduct client file handover to accounting team and supervise production of annual accounts while ensuring optimum communication with technical expertise teams.
- Keep on top of client’s tax situation and evaluate as well as coordinate necessary actions with tax consultants. Draft company tax returns.
- Anticipate, prepare and accomplish the work in such a way as to meet legal, schedule, efficiency and quality requirements.
- Review, follow up and validate client files in terms of annual accounts, direct and indirect tax returns as well as legal aspects and compliance/KYC.
- Identify and analyse client needs and difficulties in order to advise solutions.
- Formulate invoicing proposals with the Team Manager and Directors.
EXPERTISE:
- Fluency in English and French mandatory, any additional language an asset.
- Sound knowledge of accounting, tax and legal principles applicable in Luxembourg, as well as anti-money laundering and terrorism financing rules.
- Degree in business administration, management, economics, accounting, corporate/commercial law or similar.
- Proven experience in financial services, accounting, tax or trust environment, in a similar position, of at least five years.
BEHAVIOUR & VALUES
- Behaviour
- Demonstrate autonomy and resourcefulness, particularly when facing tight deadlines and unforeseen circumstances.
- Show commitment and discernment with regard to the balance of client, employer and personal expectations, as well as the economic consequences thereof.
- Demonstrate team spirit and ability to work in an organised manner.
Values - Integrity in business and in private life.
- Respect for clients and colleagues.
- Commitment to company values and their perpetuation in the outside world.
