Luxembourg – Relationship Manager (Fiduciary)

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 the Team Manager
  • Ensure that the 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 the Team Manager.
  • Train more junior staff while occupying a mentoring role.
  • Customer relationship.
  • Your rigorous work organisation actively participates in achieving 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 the client database.
  • Handle all (para)legal aspects of companies, such as board meetings, ordinary and extraordinary general meetings, including all relevant filings with the trade registrar.
  • Conduct client file handover to the accounting team and supervise the production of annual accounts while ensuring optimum communication with technical expertise teams.
  • Keep on top of the 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 is mandatory; any additional language is 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.

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