Account Manager

Amicorp Group; Wes-Kaap; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Amicorp Group is seeking a Client Portfolio Manager to manage and advise clients on corporate services. The role requires strong analytical and communication skills, with at least 15 years of experience in financial services. A Bachelor's or Master's Degree is essential, with preference for candidates having additional qualifications in law or business.

Qualifications

• Minimum 15 years of relevant experience in corporate or financial services.
• Company secretary or law qualifications are highly beneficial.
• Strong understanding of financial legislation including CRS, FATCA, BEPS.

Responsibilities

• Manage client portfolios and advise on corporate services.
• Participate in business growth and marketing efforts.
• Administer a portfolio of companies and ensure compliance with legislation.

Skills

Analytical skills

Communication skills

Problem-solving skills

Interpersonal skills

Organizational skills

Education

Bachelor's or Master's Degree in Law, Business, Accounting, or Tax

Job description

ABOUT US

Amicorp Group is an independent leading global provider of asset management, fund administration, trust fiduciary, and corporate services to mostly corporate but also high-net-worth clients (www.amicorp.com). We are a Hong Kong-based group with an international network of 40+ offices in over 30 countries. Our private ownership allows us to be fully committed to our clients' long-term financial needs and goals. We promote a safe and stable working environment, environmental consciousness, and positive community contributions. We are profitable and proud of our global team of 700+ specialists. Our culture is international, independent, entrepreneurial, and fast-growing, with a dynamic work environment. We value initiative, creativity, ambition, and drive, offering market-competitive compensation.

SUMMARY

This role involves managing a portfolio of clients, guiding them on legal, administrative, and corporate activities for their companies. Responsibilities include setting up and maintaining corporate and legal structures, generating revenue through value-charging activities, promoting products and services, and growing the business through existing and new clients via referrals.

PRIMARY DUTIES AND RESPONSIBILITIES

• Manage client portfolios and advise on corporate services, including setup and administration of structures and governance services.
• Work directly with clients to analyze and interpret regulations, procedures, and documents related to legal and fiscal opportunities.
• Participate in business growth and marketing efforts, both with existing clients and through client referrals.
• Administer a portfolio of companies, limited partnerships, and trusts in compliance with legislation.
• Oversee and approve minutes of shareholder meetings, proxies, and attendance lists.
• Coordinate tax, administrative, and banking issues with the Client Accounting Department.
• Understand client activities thoroughly and ensure actions align with the company's purpose within legal and economic frameworks.
• Maintain accurate and up-to-date client files.
• Monitor and review weekly productivity and performance to meet targets.
• Record chargeable time and service value using Maconomy for invoicing.
• Ensure correspondence complies with signatory authority.
• Handle payment issues and collection of outstanding invoices.
• Adhere to "Know Your Customer" and compliance requirements.
• Follow internal procedures for data recording and use of automated programs.
• Update local policies and procedures in line with regulations.
• Build and maintain long-term relationships with clients as a trusted advisor.

CANDIDATE PROFILE

• Bachelor's or Master's Degree in Law, Business, Accounting, Tax, or related fields; additional qualifications are a plus.
• Minimum 15 years of relevant experience in corporate or financial services, preferably with international exposure. Company secretary or law qualifications are highly beneficial.
• Strong understanding of financial legislation, including international requirements like CRS, FATCA, BEPS, GAAR, ESR.
• Commercial mindset, initiative, positivity, dedication, and revenue focus.
• Excellent organizational, interpersonal, and communication skills, fluency in English; additional languages are preferred.
• Strong analytical, problem-solving, and decision-making skills; highly organized and detail-oriented.
• Ability to work independently in a dynamic team environment, with leadership qualities and ambition.
• Knowledge of operational efficiency and quality management issues.