Openings

Amicorp Group

You can submit your cover letter and resume by e-mail to Amicorp Group's central human resources office:

jobs@amicorp.com

Asia Pacific

Senior Sales/Business Development | JD375 | Hong Kong - 11 January, 2022
The role requires proven sales experience and is responsible for achieving sales results by demonstrating commercial leadership and management responsibility in increasing overall sales in financial and accounting services, trust and fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries; developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries as well as drawing up and executing the sales strategy for the market.

Main Responsibilities

  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines
  • Ensure that individual targets are exceeded/ achieved as well as collaborate and drive the achievement of team targets

Personal and Team Targets

  • Drive team sales by providing commercial leadership with respect to all sales activities in order to achieve revenue targets for the office, by developing new business opportunities and proactively ensuring closure of prospects
  • Lead by example in achieving/exceeding individual sales targets consistently and increasing the Sales in identified markets
  • Assist colleagues in ensuring productivity and chargeability targets are met, effective monitoring of transactions is done, and help with pricing, invoicing and collection of outstanding fees

Office profitability performance and growth

  • Ensure office profitability and performance aligned with the approved business plan for the office
  • Discuss employee/ office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Other duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 15 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 detailorientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results
  • Ability to adapt and work under pressure 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
  • Willing to travel within the country and outside the country when required
Head of Accounting Services | JD372 | Bangalore (India) - 11 January, 2022
The role is responsible for the growth of client accounting and related financial advisory services, including the co-ordination and preparation of financial statements, periodic MIS reports, budgets, treasury management and other portfolio specific reports as required. The candidate will be tasked with building strong relationships with these clients and extending Amicorp’s wider service offering as a trusted partner in doing so, while at the same time coordinating the operational requirements in order to deliver a full array of these wider services.

Main Responsibilities

  • Conduct extensive business development activities, design marketing plans and be responsible for the growth of Accounting Services delivered globally. In other words, this role is responsible for growing the business from existing clients and collaborate with Sales Officers to attract new clients
  • Conduct an in-depth analysis of existing managed and non-managed portfolios to identify additional service offerings
  • Identify new opportunities with corporate clients who can benefit from existing and new services offered from Bangalore
  • Achieve a defined revenue growth goal and financial target for Accounting services from India Central team and Accounting Services ("Pillar 3") globally (new business from existing clients, new business from new clients)
  • Achieve financial targets and support business development activities with key clients across all jurisdictions that have growth potential
  • Plan, coordinate and monitor the delivery of basic accounting services with emphasis on quality and timeliness (with emphasis on real time accounting and continuous and effective transaction monitoring) as well as help to grow the CFO Assist and Globalization Services
  • Act as a trusted advisor to the client through day to day client interaction and management, aimed at establishing a strong personal and long-term relationship with high profile clients
  • Identify which of Amicorp’s existing clients can better be serviced with a wider offering and more dedicated Financial Control service team
  • Specifically identify new opportunities with corporate clients who can benefit from existing and new services offered
  • Achieve a defined revenue growth goal and financial target for services offered
  • Liaison with client advisors, auditors and other 3rd parties as necessary for a wider service offering
  • Liaison with team members and other departments to provide high quality service to the clients
  • Ensure real-time accounting is completed in accordance with generally accepted accounting principles within timelines
  • Analyze and provide value added reports on achievement of predetermined KPIs to assist clients in taking business decisions
  • Offer advice, knowledge and experience to the Accounting Officers, other departments and offices relating to accounting, financial and tax matters and related legal documents

Personal and Team Targets

  • Lead by example by achieving revenue and profitability targets
  • Monitor productivity and chargeability/ billing. Drive teams’ chargeability by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets
  • Monitor all client accounting activities to ensure quality and timeliness
  • Build and maintain strategic business relationship with clients; guide the team including CFO Assist, (Senior) Accounting Officers to build client relationships and ensure timely and quality delivery

Profitability performance and growth

  • Ensure business profitability and performance aligned with the approved business plan for accounting services
  • Have oversight over billing of team members and monitor their productivity and chargeability against targets. Discuss employee/office performance reports with Group on a monthly basis and take corrective actions for improvement
  • Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Process and controls

  • Compliance with statutory authorities and audit requirements
  • Ensure contingency plans are in place for all services to include business recovery plans
  • Maximize utilization of resources and drive cost control measures across operations

Other duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • University degree in economics, business administration, finance and/or similar
  • Advanced knowledge in accounting with hands-on accounting background, 10-15 years of varied relevant experience, must have set up and run various business teams himself/herself
  • Able to communicate well with clients and with the team, able to translate vague client objectives into concrete tasks
  • Demonstrate subject matter expertise, credibility and effective partnering with clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Solid understanding of relevant international taxation requirements will be added advantage well-informed about current and relevant developments that impact accounting/finance
  • Strong commercial mindset, proactive, independent, self-motivated and results oriented
  • Excellent organizational, interpersonal and communication skills
  • Excellent oral and written communication skills in English
  • Strong analytical and problem solving skills, solution driven, highly organized and detailorientated with good decision making and time management skills. 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
  • Capability to work under time pressure and in a dynamic business environment
Senior Trust Lawyer | JD347 | Singapore - 22 November, 2021
The role is responsible for all legal regulatory and trust matters related to a portfolio of clients and their structures. The role holder is also responsible to guide and assist the trust team in providing trustee and corporate administration services and to ensure that the affairs of clients are managed in accordance with the local trustee requirements and the standard of clients services set by Amicorp Group.

Main Responsibilities

  • Draft and facilitate all necessary legal documents required for managing day to day matters of trusts and corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.)
  • Responsible for managing client relationships as well as the legal and administrative matters of a portfolio of trusts and companies. This includes reviewing trust related documents to ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed
  • Ensure applicable legislation and Amicorp’s manual and internal procedures are adhered to at all times
  • Conducting regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel; take necessary action on based on the results of the review; and process requests and service the client in a responsible, professional and efficient manner
  • Manage client relationships, operational risk, service level agreements and coordination of client deliverable
  • Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed)
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, keeping the client account up to date, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients
  • Develop, maintain and expand contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well
  • Provide pragmatic solutions keeping in mind the Group business goals, be proactive and provide legal analysis for implementing Trusts and Commercial structures e.g. problem solver in transfer in, problems with beneficiary conflicts/disputes, weak deeds, special requests, international tax matters
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Take all necessary steps in order to ensure feasibility and legality
  • Assist with the adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency; Familiar with international requirements - e.g. FATCA, CRS, etc. and the use of trusts by clients in target markets
  • Anticipate & manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client
  • Obtain training on Amicorp products and analyze all legal matters required for selling such products in target markets
  • Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications
  • Work closely with the Local Management Team, act as member of the Client Acceptance Committee (“CAC”) and work with Compliance to find commercial solutions to onboarding and ongoing client administration/service
  • 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

Other duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Law Degree with other relevant professional Trust related qualifications. STEP qualification in trust and tax would be highly advantageous
  • At least 12 years of experience working with trust/ estate law, ideally with a business in a similar industry; inclusive of at least 3 years in a senior trust lawyer position in a Trust company (preferably with international exposure)
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the Trustee and the use of trusts by clients 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 detailorientated 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
Digital Marketing Specialist | JD345 | Bangalore (India) - 18 November, 2021
The role holder is responsible to design, develop, implement and maintain digital marketing strategies. This will include coordination, conceptualization and implementation of design for all digital solutions from concept to completion. Focus will be to build, maintain, and improve all digital marketing activities, identifying trends/insights implementing new and creative growth strategies, assisting with the right content for a variety of digital platforms, including social media, digital advertising, email campaigns and all other as required.

Main Responsibilities

  • Review, update, and maintain company social media pages and profiles
  • Prepare content, hands-on creation, design, monitoring and distribution of online content across all digital platforms, social media, forums, and websites
  • Coordinate digital campaign delivery, start to end
  • Monitor campaigns in terms of open rate, click rate, take up rate and ROI
  • Database management and grow database
  • Design, test and send digital newsletters, mass mailings and push notifications
  • Hands-on creation of visual content, ensuring strong brand awareness, including video editing
  • Conduct competitive analysis studies on client competitors, including digital footprint analysis
  • Deliver creative solutions to optimize content on all mediums (SEO/SEM)
  • Prepare and oversee a social media marketing plan and an editorial calendar
  • Engage with target audiences by posting and sharing industry related content on companies’ social media channels

Qualifications, skills, and experience

  • BA/BS degree in marketing, communication, related field
  • 3-5 years’ experience in digital marketing, and social media, preferably in a corporate setting
  • Advanced abilities working with Adobe products and all Microsoft programs
  • Experience with digital marketing tools including PPC campaigns and advertisement using Google AdWords (or DoubleClick), Facebook, Instagram, YouTube, and other
  • Ability to interpret campaign performance through Google analytics or other
  • Experience with SEO/VSEO, and SEM
  • Strong working knowledge and understanding using all major social media platforms (Facebook, Instagram, YouTube, LinkedIn, Tik-Tok and other)
  • Experience with photography and video (pre- and post-production)
  • Strong design capabilities related to all of the above
  • Understanding of HTML and CSS for responsive email design
  • Knowledge of email marketing how to optimize email campaigns
  • Hands-on with high level of personal accountability for delivering quality and timely work
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • Excellent spoken and written communication
  • High level of fluency in English a must; additional international languages a plus
  • 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
  • Anticipates and adapts quickly to changing organizational and business needs
  • Ability to adapt and work under pressure in a smaller, dynamic, flexible team environment; along with being part of a bigger matrix organization
Senior Sales Manager (Trust Services) | JD017 | Singapore - 17 November, 2021
This role requires proven sales experience in trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with a specific focus on trust and fiduciary services; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well as identifying and developing new clients and intermediaries.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve Sales targets
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines
  • Ensure that individual targets are exceeded/achieved as well as collaborate to achieve team targets

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 15 years proven Sales experience within the financial/legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with a solid understanding of BEPS, CRS, FATCA, GAAR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 under pressure in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills
  • Willing to travel within the country and outside the country when required
Sales Business Development | JD337 | Bangalore (India) - 17 November, 2021
This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects.
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients.
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.).
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network.
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs.
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
  • Organize & represent the company at seminars and other industry-related networking events.
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets.
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines.
  • Ensure that individual targets are exceeded/achieved as well as collaborate to achieve team targets.
Other Duties
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success.
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR.
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.
Trust Administrator | JD323 | Singapore - 02 November, 2021
Manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the portfolio under management. Responsible for communicating with clients and relevant authorities to ensure compliance with appropriate legislation.

Main Responsibilities

  • Manage a portfolio of Trusts and Corporate entities. Produce all necessary legal documents required for managing day to day matters of Trusts and Corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.). Be responsible for managing the relationship, legal, administrative and banking matters of a portfolio of trusts and companies in accordance with applicable legislation and internal procedures
  • Conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel, and processing request and servicing the client in a responsible professional and efficient manner
  • Ultimately responsible for the quality of the client files. Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed)
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Provide pragmatic solutions and legal analysis for implementing trust and commercial structures (problem solver in transfer-in, problems with beneficiaries, weak deeds, special requests, international tax matters, keeping in mind the Group business goals. Obtain all necessary reviews and opinions in order to obtain feasibility and legality
  • Manage client relationships, operational risk, service level agreements and coordination of client deliverable, always ensuring that the client operates within the relevant legal/regulatory framework. Develop, maintain and expand voice and face contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well
  • Ensure adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and solve payment issues and collection of invoice and outstanding fees for the portfolio of clients
  • Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client
  • Support the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC
  • Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework. 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
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor Degree and other relevant professional Trust related qualifications. STEP qualification in trust and tax would be highly advantageous.
  • At least 4 years of experience working with trust/ estate law, ideally with a business in a similar industry
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the Trustee and the use of trusts by clients 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 detailorientated
    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 team player skills, with ambition to excel in the role
  • Amicorp is an inclusive workplace and differentially abled/ candidates with special abilities are welcome
Senior Finance and Accounting | JD284 | Bangalore (India) - 31 August, 2021
The role holder leads the management of client relationship through a team of Senior Accounting Officers and Accounting Officers to deliver pro-active, exceptional service to client companies. The role holder is responsible for Client Accounting, including the quality of the output of the (Senior) Accounting Officers, financial reporting, reviewing, signing off financial statements, related accounting reports and tax return filings/tax rulings prepared by the Accounting Officers. The role holder is accountable to drive the revenue based on value-charging by coordinating legal, administrative and corporate activities for companies. The role holder supports the management in realizing the projected turnover and returns based on the short and long term strategy of Amicorp.

Main Responsibilities

  • Review reports (i.e. financial statements, related accounting reports, corporate tax returns and tax calculations, tax rulings, etc.) processed/prepared by Accounting Officers and other departments and related offices, whereby Amicorp London is designated as Director
  • Sign off financial statements, accountant’s opinion/declaration tax returns, tax rulings and other related accounting and tax documents
  • Establish goals, objectives and budgets for the Accounting Officers. Plans, coordinates and prioritizes the activities and workload of the Accounting Officers. Directs, develops and approves standards and procedures for the Accounting Officers
  • Offer advice, knowledge and experience to the Accounting Officers, other departments and offices relating to accounting, financial and tax matters and related legal documents
  • Evaluate Accounting Officers periodically and holds regular discussions of work/project progress.
  • Controls quality and productivity based on the determined performance indicators for the Accounting Officers.
  • Coordinate timely preparation financial statements of Amicorp internal entities where Amicorp acts as Directors. Review and signing off of these Financial Statements
  • Coordinate with Local Compliance Officer and external auditor client entities annual compliance procedure audit.
  • Ensure and coordinates with tax advisors timely filing corresponding tax returns for internal entities and payment tax assessments
  • 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
Personal and Team Targets
  • Lead by example by accurately recording chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients
  • Monitor teams' productivity and chargeability/billing on weekly basis. Solve payment problems, as well as collection of outstanding invoices. Drive teams’ chargeability by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets. Solve payment problems, as well as collection of outstanding invoices
  • Monitor all client accounting and legal & company management activities to ensure quality and timeliness
  • Build and maintain strategic business relationship with clients; guide the team to build client relationships and ensure timely and quality delivery
Profitability Performance and Growth
  • Ensuring office profitability and performance aligned with the approved business plan for the office. Review client management agreement, payment approvals and ensure customer policies, procedures and contractual agreements are consistently met
  • Review time sheet of team members and monitor their productivity and chargeability on weekly basis, plus review of productivity reporting and performance against targets. Discuss employee/office performance reports with Head of Accounting Services and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with underperformance together with Group Human Resources
Process and Controls
  • Ensure that the sale of accounting services is in line with the target set and appraise the Sales Lead/Market Coordinator on adequate measures to be taken to improve sale of accounting services
  • Ensure compliance with statutory authorities and audit requirements
  • Ensure contingency plans are in place for all accounting services
  • Maximize utilization of resources and drive cost control measures across operations
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Accounting, Tax or another business related field, additional relevant qualification would be desirable
  • At least 15 years of experience inclusive of at least 5 years in senior management positions in financial services industry (preferably with international exposure)
  • Additional qualifications such as ACCA or CIMA and experience and knowledge in relevant local reporting standards and international taxation laws
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. FATCA, CRS, BEPS, GAAR, ESR, that affects the Trustee and the use of trusts by clients in target markets
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development
  • 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.
Deputy Financial Controller (CFO Assist) | JD283 | Bangalore (India) - 31 August, 2021
The role is responsible for the growth of client accounting and related financial advisory services, including the co-ordination and preparation of financial statements, periodic MIS reports, budgets, treasury management and other portfolio specific reports as required. The candidate will be tasked with building strong relationships with these clients and extending Amicorp’s wider service offering as a trusted partner in doing so, while at the same time coordinating the operational requirements in order to deliver a full array of these wider services.

Main Responsibilities

  • Act as a trusted advisor to the client through day to day client interaction and management, aimed at establishing a strong personal and long-term relationship with high profile clients
  • Identify which of Amicorp’s existing clients can better be serviced with a wider offering and more dedicated Financial Control service team
  • Specifically identify new opportunities with corporate clients who can benefit from existing and new services offered
  • Achieve a defined revenue growth goal and financial target for services offered
  • Liaison with client advisors, auditors and other 3rd parties as necessary for a wider service offering
  • Liaison with team members and other departments to provide high quality service to the clients
  • Ensuring the timely and accurate preparation of annual accounts, interim accounts, VAT returns, annual tax returns for such client companies. This includes coordination with Amicorp Accounting Officers for global bookkeeping and operational support as appropriate
  • Client Treasury forecasting, preparation and management
  • Payroll services preparation and coordination
  • Assist clients in opening of bank accounts and ensure the bank accounts are set up for efficient transaction monitoring
  • Responsible for transaction monitoring of incoming payments for clients handled in accordance with prevailing laws, regulations and internal policies
  • Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines
  • Analyze and provide value added reports on achievement of predetermined KPIs to assist clients in taking business decisions
  • Offer advice, knowledge and experience to the Accounting Officers, other departments and offices relating to accounting, financial and tax matters and related legal documents
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • University degree in economics, business administration, finance and/or similar
  • 10-12 years of relevant experience
  • Advanced knowledge in accounting and financial statement reporting
  • Strong corporate tax background, solid understanding of BEPS, CRS, FATCA, CFC and international taxation will be added advantage
  • Well-informed about current and relevant legal issues, regulations, investments, tax and legal developments that impact accounting/finance
  • Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Strong commercial mindset, proactive, independent, self-motivated and results oriented
  • Excellent organizational, interpersonal and communication skills
  • Excellent oral and written communication skills in English
  • Communication in Spanish or Portuguese would be an advantage
  • Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. 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
  • Experience in use of recognized accounting software for preparing accounting and financial statements
  • Capability to work under time pressure and in a dynamic business environment
Risk and Compliance Manager (Asset Management) | JD245 | Singapore - 02 July, 2021
The role holder will be responsible for managing the Capital and Asset Management risk function to identify, assess, monitor and make timely and measured judgments on all current and potential future risks faced by the team. The role holder must understand the business, the strategy, processes, products and services provided to clients by the Capital and Asset Management team.

Main Responsibilities

  • Lead the Risk function, supporting growth aspirations of the team while retaining the appropriate risk management discipline to achieve strategic goals.
  • Maintain direct and/or functional oversight of the team's operations from a risk management perspective.
  • Identify emerging risk issues and initiate mitigation strategies.
  • Work closely with Monetary Authority of Singapore ("MAS") and regulators in other markets to ensure implementation of local/cross border regulatory risk frameworks.
  • Communicate and oversee implementation of risk strategy and policies throughout the business.
  • Monitor effectiveness of implementation of risk strategy and policies.
  • Liaise with the Compliance officers in the legal entities to ensure adherence to Compliance policies and risk is effectively managed.
  • Ensure that a rigorous Operational Risk and Internal Control structure is established and implemented throughout the business and that appropriate controls are implemented.
  • Risk Strategy and Risk Identification across Investment Risk, Credit Risk, Operational Risk, Market Risk, Compliance Risk, and Reputational Risk.
  • Evaluate and implement technology solutions for risk management and monitor risk related projects.
Personal and Team Targets
  • Lead by example by driving a solution focused compliance culture, balancing commercial interests with effective risk management.
  • Monitor teams' productivity and performance. Solve issues arising from delivery and timeliness relating to compliance.
  • Provide commercial leadership with respect to all client activities to ensure appropriate billing is done for work undertaken for managing risk and compliance.
  • Build and maintain strategic business relationship with business and clients; guide the team to build relationships and ensure timely and quality delivery.
Profitability Performance and Growth
  • Ensure team profitability and performance aligned with the business plan. Continuous review of risk framework to ensure compliance policies, procedures and agreements are consistently met.
  • Discuss performance with Group and Local Management on a monthly basis and take corrective actions for improvement.
  • Finalize goals, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources.
Process and Controls
  • Ensure that the new business is in alignment with the Risk framework and appraise the Sales Leader/Market Coordinator on adequate measures to be taken to provide adequate solutions.
  • Ensure compliance with statutory authorities and audit requirements.
  • Ensure contingency plans are in place for all services to include business recovery plans.
  • Maximize utilization of resources and drive cost control measures across operations.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree in Business, Finance or another related field combined with ongoing professional development, such as post-graduate or vocational study in risk or compliance.
  • Hands on experience of over 10 years in Risk operations in the Asset Management, Wealth Management, preferably across geographies.
  • Experience in setting up risk management frameworks and implementing them across multi-jurisdictional locations.
  • Experience of creating, developing and leading a team.
  • FRM qualifications ideal, not necessary.
  • Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
  • Commercial drive and a proven ability to penetrate the required market. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willingness to travel for business within new markets.

Europe - Africa - Middle East

Legal Assistant | JD388 | Amsterdam (The Netherlands) - 20 January, 2022
The role s responsible for assisting the Legal & Corporate Services team; execute legal, administrative, banking and secretarial activities for entities. This role would be chargeable/ billable in nature. The role holder is expected to handle calls, incoming and outgoing correspondence, perform clerical/filing work, basic compliance work and keeps the office organized.

Main Responsibilities

  • Draft Directors Resolutions, shareholders' resolutions based on client’s instructions/requirements and statutory requirements
  • Preparation of minutes of general meetings (Ordinary or Extraordinary)
  • Preparation of minutes of meetings of boards of directors or managers
  • Organizing the incorporation of companies (i.e. communication with banks, notaries, Chamber of Commerce, etc.)
  • Notarization / legalization / Authentication of documents with various Notaries
  • Work passes related matters, application of work passes and appeal
  • Maintain the register of shareholders up-to-date
  • Filing of annual accounts with the Register of Commerce and Companies
  • Preparation and filing of excerpt of meetings, requisition form, mention
  • Prepare and provide assistance in the preparation of procedures, notarial deeds (increase/decrease of share capital, dissolution, liquidation, etc.)
  • Management & update of internal databases
  • Organization of meetings (with clients, intermediaries, legal counsel, notaries)
  • Handles incoming phone calls, couriers, post and e-mail messages
  • Ensure that there is administrative support available to all the employees at any point of time
  • Ensure inventory maintenance
  • Labels, scans and files all correspondence and documents up to date e.g. cards, bank statements, invoices, receipts, and other records of client companies that are not being handled by the Account Manager and/or other assistants
  • Prepares outgoing priority correspondence forms
  • Monitors conference and meeting room usage, services those rooms
  • Ensure that office automation is undertaken on a continuous basis
  • Manages the petty cash, inserts expenditure data into excel and sends the excel sheet to the Internal Accounting Department / Accounting Officer (maintains quarterly overviews of petty cash expenditures)
  • Reviews client records to help ensure that they are updated and accurate, including 5-Series
    database
  • Creates, organizes and maintains all (hard copy) files (including files of shelves and terminated entities) organized according to the established filing system (including UBO / KYC information, compliant with the requirements of the central bank). Keeps a log of missing documents and files
  • Plans, organizes and schedules meetings for the Management and staff of Amicorp. Prepares minutes if requested
  • Organizes, coordinates and assists in the smooth operation of seminars
  • Arranges Visa applications for business trips
  • Helps with special projects (e.g. data entry, mailings, decorating offices for employees’ birthdays and holidays, etc.). Plan, organize and schedule meetings and ensure that files are maintained and readily accessible
  • Other duties as may be assigned by the superior from time to time
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Higher Education (law, economics, and/or experience in a similar role)
  • Dynamic, proactive, highly organized and detail-orientated
  • Excellent English and Dutch oral and written communication skills
  • Thorough knowledge of the established filing system with strong organizational skills
  • Good knowledge of MS Office software (Word and Excel) and Computer skills
  • 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 detailorientated 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 team player skills, with ambition to excel in the role
Senior Client Operations (Company Management) | JD387 | Amsterdam (The Netherlands) - 20 January, 2022
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.

Main 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
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Law, Business, Accounting, Tax or another business related field, additional relevant qualification would be desirable
  • At least 5 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 detailorientated 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
Account Manager (Company Management) | JD386 | Amsterdam (The Netherlands) - 20 January, 2022
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.

Main 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
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Law, Business, Accounting, Tax or another business related field, additional relevant qualification would be desirable
  • At least 14 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 detailorientated 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
Trust Administrator | JD395 | Zurich (Switzerland) - 19 January, 2022
Manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the portfolio under management. Responsible for communicating with clients and relevant authorities to ensure compliance with appropriate legislation.

Main Responsibilities

  • Manage a portfolio of Trusts and Corporate entities. Produce all necessary legal documents required for managing day to day matters of Trusts and Corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.). Be responsible for managing the relationship, legal, administrative and banking matters of a portfolio of trusts and companies in accordance with applicable legislation and internal procedures
  • Conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel, and processing request and servicing the client in a responsible professional and efficient manner
  • Ultimately responsible for the quality of the client files. Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed)
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Provide pragmatic solutions and legal analysis for implementing trust and commercial structures (problem solver in transfer-in, problems with beneficiaries, weak deeds, special requests, international tax matters, keeping in mind the Group business goals. Obtain all necessary reviews and opinions in order to obtain feasibility and legality
  • Manage client relationships, operational risk, service level agreements and coordination of client deliverable, always ensuring that the client operates within the relevant legal/regulatory framework. Develop, maintain and expand voice and face contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well
  • Ensure adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and solve payment issues and collection of invoice and outstanding fees for the portfolio of clients
  • Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client
  • Support the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC
  • Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework. 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
  • Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications
  • Promote (new) products and services and grow the portfolio from existing clients as well as achieve referrals to new clients
  • Support the marketing and sales as well as provide training to different offices within the Group, if required. Prepare client proposals and help close the sales in accordance with Amicorp’s policies and guidelines
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor Degree and other relevant professional Trust related qualifications. STEP qualification in trust and tax would be highly advantageous
  • At least 5 years of experience working with trust/ estate law, ideally with a business in a similar industry
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the Trustee and the use of trusts by clients 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 detailorientated 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
Finance and Accounting (Andetta)| JD376 | Ebene (Mauritius) - 12 January, 2022
Responsible for End to End Finance & Accounting for Andetta offices which includes General Ledger, Reporting, Analysis, MIS, Budgeting and Internal Audits

Main Responsibilities

  • Maintain General ledger, Review Trial Balance on weekly basis fr Companies and Funds
  • Prepare financial statements and schedules and management information reports
  • Prepare audit schedules
  • Reconcile on a periodic basis all Statutory receivables & payables
  • Prepare inputs for periodic statutory returns and necessary periodic reports
  • Review NAV workings
  • Prepare annual budget and variance analysis of Budget Vs Actual for reporting to group management
  • Co-ordinate and follow up with the Local management
  • Relationship Managers and Account Managers of the concerned office for solving day-to-day issues and to get any further information, if required
  • Plan, organize and manage the respective team members and activities
  • Ensure good communication within the team
  • Ensure cordial relationship with the respective offices
  • Ensure 24 hour response and follow-up wherever needed
  • Decision making on Operational issues for respective regions
  • Co-ordinate with Head of Finance and Operations
  • Weekly G/L review and close the gaps observed (e.g.. Suspense Account)
  • Review of periodic reports, budgets, office specific reports and Trial Balance
  • Maintain delivery deadlines for Invoicing, MIS Reports etc
  • Co-ordinate with collection
  • Attend to ad hoc reports and requests from branches
  • Meet regularly with the Group Controller
  • Attend to all the queries raised by the MIS/Reporting team
  • Preparation of financial statements/MIS reports as per the need of the regional office
  • Preparation of Budgets for the region
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Minimum 5- 8 years of post-qualification experience in the similar area in a similar industry
  • University degree with Post Graduation and / or Masters in Business Administration experience
  • Basic skills pertaining to Accounts Receivables with excellent MS Office skills
  • Basic skills pertaining to Accounts Payable & Banking
  • Skills pertaining to General Ledger
  • Knowledge of Accounting Standards and principles of the concerned region
  • Excellent organizational, interpersonal and communication skills, preferable in regional languages
  • Exceptional 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 detailorientated 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 with tight deadlines; along with being part of a bigger matrix organization
  • Proven team player skills, with ambition to excel in the role and grow
Financial Controller (Andetta)| JD366 | Ebene (Mauritius) - 23 December, 2021
The role holder is responsible for end to end financial control and compliance with internal operational rules for the offices within the financial control group. The role holder reviews the Management Accounts to understand the profitability drivers and steps to be taken to address deficiencies and to ensure revenue and cost recognition is complete and materially on an accruals basis. The role holder is accountable for working Capital Management to reduce amount of current and old Work in Progress ("WIP") and Accounts Receivable.

Main Responsibilities

Financial control/cost control
  • Review adequacy and operation of internal financial controls; Ensure that a robust controls environment is maintained across all finance activities including Accounts Payable, Accounts Receivable, Payroll and Banking
  • Contributing to company financial strategy and decision making process
  • Review of client structures profitability; maintain the required quality standards with respect to all transactions, projects and clients accepted by Local Management Team
  • Monitoring of significant transactions, and assess their potential financial exposure
  • Maintain written procedures for all Finance department processes and ensure that all Finance department procedures are documented and that the documents are updated regularly to reflect changes
  • Maintain controls over cash payments and employee expenses including use of company credit cards, in line with Group policy
  • Implementation and review of smart monitoring and exception reports , ensuring process errors and non-compliant actions are identified, acted on and corrected, assigning and following up on those responsible for action
  • Ensure that company bank accounts are fully controlled and reconciled on a monthly basis. All excess cash is treasury managed in line with Group policy
Compliance and reporting:
  • Ensure compliance with IFRS and monitoring of new accounting policy developments
  • Preparation of month end consolidated management accounts and annual/ interim consolidated statutory accounts
  • Responsibility for timely delivery of management accounts to group standard with full understanding and explanation of drivers and corrective actions required and who needs to take them
  • Responsible for timely delivery of all statutory and legal compliance in the specific jurisdiction
  • Reconciliation of management accounts to statutory accounts
  • Management of the audit process and liaison with external auditors
Office productivity, working capital and invoicing
  • Primarily accountable to provide operational and commercial leadership for the offices
  • Lead the achievement of office financial targets, roadmaps and KPIs by advising and assisting the local management of offices (who have no local accounting or operational controllers)
  • Monitoring completeness and accuracy of time recording for production staff, reviewing their Productivity and then the recovery of the time spent, establishing reasons for variance from minimum standards and corrective actions that need to be taken; and ensuring that they are
  • Ensure completeness and adequacy of annual invoicing; Timely and complete billing of work in progress and tight control on revenue loss via attempted write offs
  • Control over client rechargeable expenses and ensuring that government fees are paid as soon as the client has paid us
  • Ensure that clients are invoiced and cash collected on time; Ensuring that accounts receivable are minimized
  • Monitor working capital closely against targets. Ensure any variances are highlighted as soon as possible and explained
  • Reducing the administrative load on offices by answering questions and resolving issues, being proactive in problem resolution
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • University degree in economics, business administration, finance or similar specialization; Must possess Accounting qualifications (CPA/CA)
  • Over 15 years of relevant accounting experience in the Fund Services/ Fund Administration space
  • Advanced knowledge in accounting and financial statement reporting
  • Management accounting and analytical skills with the ability to identify issues and their paths to resolution rather than just “passive” reporting
  • Ability to identify when something is working why it is and when it isn’t why it isn’t and what to do to fix it
  • Should be able to prioritize the work and manage time efficiently as there will be many conflicting pressures
  • Strong commercial mindset, proactive, independent, self-motivated and results oriented
  • Excellent organizational, interpersonal and communication skills
  • Excellent oral and written communication skills in English
  • Communication in other languages would be an advantage
  • Strong analytical and problem solving skills, solution driven, highly organized and detailorientated with good decision making and time management skills. 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
  • Experience in use of recognized accounting software for preparing accounting and financial statements
  • Capability to work under time pressure and in a dynamic multi-cultural business environment
  • Willing to travel as occasion requires
Client Accounting Officer | JD362 | Luxembourg - 17 December, 2021
The role holder is responsible for preparing and managing the accounting services for the client entities. Specifically, this will include the preparation of annual accounts, VAT and tax returns, cash flow overview, invoices etc.

Main Responsibilities

  • Managing and monitoring tax (Company corporate tax “Impôt des sociétés”) and the daily accounting of client companies of the Employer
  • Preparing of annual accounts, interim accounts, VAT returns, annual tax returns, cash flow overview, budget, payment of bills, issuing invoices
  • Accurate preparation of balance sheet and income statements and various other accounting statements and reports required by the client
  • Assist clients in opening of bank accounts and ensure the bank accounts are set up for efficient transaction monitoring
  • Responsible for transaction monitoring of incoming payments for clients handled in accordance with prevailing laws, regulations and internal policies
  • Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines
  • Analyze and provide value added reports on the annual accounts of clients which will assist clients in taking business decisions
  • Preparation of internal annual accounts, interim accounts, regulatory reporting, VAT returns, annual tax returns, cash flow overview, budget, payment of bills, issuing invoices
  • Actively participating in growing and marketing our business both with existing clients to grow the portfolio and develop new business through client referrals
  • Manage client portfolio in an effective way to ensure that all information in the client files is correct and up-to-date at all times
  • Follow up with clients directly and/or with Account Managers to get all relevant information on time to ensure timely accounting and filing
  • Coordinate with team members and other departments to provide high quality service to the clients
  • Actively engage with clients, resolve and respond to payment queries from clients on any matters relating to the deliverable and invoices to ensure collection of outstanding invoices for accounting services; Monitoring of collection of invoices for Accounting Services
  • Accurately record chargeable time and value of service using Maconomy in order to facilitate timely invoices
  • Monitor actual time spent against budgets and resolve identified variances in a timely and effective manner
  • Monitor personal productivity and chargeability on weekly basis; achieve chargeability targets consistently through review of productivity and performance against targets
  • Maintain contacts with the client(s) and any professional intermediary(ies) (i.e. legal counsel, tax advisor, managers, bankers, notaries, company auditors) and the verification of any deed, agreement, contract , document, etc. required to implement structures and necessary to establish
    and obtain the required information for the accounting of client companies
  • Interact with external auditors to assist with the completion of mandatory audits
  • 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
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor’s or Master’s Degree in Finance and Accounting or another similar field of study
  • Minimum 4 years of relevant working experience within the trust and corporate services industry and/or financial services
  • ACCA/ ACA/ CFA qualification would be highly advantageous
  • Well-informed about current issues, regulations, tax and accounting developments
  • Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. FATCA, CRS, 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 detailorientated 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
Approved Listing Sponsor | JD321 | London (United Kingdom) - 01 December, 2021
The role holder is responsible to conduct the due diligence and fulfill the responsibilities and obligations as an Approved Listing Sponsor. The role holder ensures that timeliness and completeness is adhered with respect to sponsor responsibilities with regard to submission of a sponsor declaration to the Financial Conduct Authority (FCA); as well as ensure the responsibilities of the company applying for a premium listing of its securities under the listing rules have been met. The role holder shall also continue to fulfill the sponsor's responsibilities until the completion of the relevant transaction.

Main Responsibilities

  • Lead the effort to obtain the necessary approval for Amicorp to provide sponsor services, and be included on the list of sponsors (i.e. apply to the FCA for approval as a sponsor by submitting the required documentation to the Sponsor Supervision Team of the FCA)
  • Set up and build the team to provide Sponsor services to Amicorp's clients, including ensuring that effective reporting lines, appropriate supervision and systems and controls in place for compliance with the listing rules
  • Draw up the business plan and execute the strategy to build up a profitable business as a listing sponsor
  • Act as the contact person with the FCA and provide assurance, when required that the responsibilities of the company applying for a premium listing of its securities under the listing rules have been met
  • Guide the company applying for a premium listing of its securities in understanding and meeting its responsibilities under the listing rules, the disclosure requirements and the transparency rules
  • Ensure that communication or information provided to the FCA is, to the best of the knowledge and belief, accurate and complete in all material respects
  • Provide the FCA, as soon as possible, any information of which is made aware aware that materially affects the accuracy and completeness of information that has been previously provided
  • Ensure that timeliness and completeness is adhered to in the submission of a sponsor declaration to the FCA; and continue to be mindful of the sponsor's responsibilities until the completion of the relevant transaction
  • Assess the 'Directors understanding' with respect to the type and scope of sponsor services, the nature and characteristics of the company and the director's level of understanding and experience of complying with their responsibilities
  • Take remedial action to address gaps in 'Director's understanding' through appropriate action where required
  • Determine whether the directors have taken reasonable steps to establish and maintain adequate procedures, systems and controls to enable it to comply with its obligations under the Listing Rules, Disclosure Requirements and Transparency Rules on an ongoing basis
  • Systematically assess whether the procedures, systems and controls put in place are ‘established’
  • Ensure that Transactions will not have an adverse impact on the listed company’s ability to comply with the Listing Rules, Disclosure Requirements and Transparency Rules
  • Ensure that Financial Position and Prospects Procedures are in place
  • Pay due regard to record-keeping when providing a sponsor service and ensure that the Sponsor can evidence the diligence it conducted, and the decision-making process it underwent to determine the level of diligence required

Business profitability, performance and growth

  • Ensure business profitability and performance are aligned with the approved business plan for the office
  • Drive team KPIs by providing commercial leadership with respect to all business development activities in order to achieve revenue targets for the office
  • Lead by example in achieving/exceeding individual targets consistently and increasing the business in identified markets
  • Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Qualifications, skills, and experience

  • Must be approved by the FCA to act as a sponsor under the Financial Services and Markets Act 2000 (FSMA)
  • Minimum 5 years experience working for a Company approved as a Listing Sponsor by the FCA
  • Well-informed about current and relevant legal issues, regulations that impact the business
  • Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Strong commercial mindset, proactive, independent, self-motivated and results oriented
  • Excellent organizational, interpersonal and communication skills
  • Excellent oral and written communication skills in English; Communication in in other languages would be an advantage
  • Strong analytical and problem solving skills, solution driven, highly organized and detailorientated with good decision making and time management skills. Hands-on and takes accountability to deliver solutions and results
  • Able 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
  • Capable of working under time pressure and in a dynamic, thriving business environment
Local Compliance Officer | JD135 | Amsterdam (The Netherlands) - 30 November, 2021
The role requires an experienced Compliance professional with proven Risk Management and Compliance experience in financial, accounting services or trust & fiduciary services, who will be accountable to run an efficient and effective Compliance function that ensures that all enterprise risks are monitored and addressed while enabling smooth business. The role holder will be primarily responsible to lead the compliance in the local office, with accountability to implement and maintain Amicorp’s Enterprise Risk Management framework – ensure there is an effective compliance framework, infrastructure, controls and associated policies, whereby the office complies with applicable local laws and regulations, supervisory requirements, as well as internal policies and procedures, while identifying and solving issues to ensure the smooth running of the business.

Main Responsibilities

  • Develop and implement the risk and compliance framework and policies, through effective execution of compliance tasks and identification and reporting of areas of improvement
  • Ensure that Group policies and procedures are implemented in line with local laws and regulations; and the local office and client entities are compliant with applicable laws and regulations
  • Act as the main point of contact with Regulators, when necessary and be responsible for compliance-related audits; complete the regulatory filings with the Central Bank and other relevant bodies as required
  • Monitor client acceptance, conduct on-going review of client files, transaction monitoring and risk review
  • Assist the Local Management Team (“LMT”) with the monitoring, interpretation and analysis of existing and prospective legislation or regulations which may impact the business and/or clients;
    Highlight all identified risks and compliance issues as well as solutions to the LMT and the Group
  • Discuss with Senior Account Managers (“SAM”) and Account Managers (“AM”) and Money Laundering Reporting Officer (“MLRO”) on unusual transactions
  • Ensure that Amicorp’s KYC, Anti-money laundering, Countering Terrorist Financing (AML/CFT) and Anti-Bribery and Corruption systems and On-boarding controls are adequate; Review and
    assess compliance breaches, escalate as necessary and work with the local Management Team (LMT) and Group Compliance to remediate and resolve any identified issues
  • Responsible for the management of a portfolio of client companies in conjunction with SAMs and AMs: manage and grow excellent relations with existing clients to ensure a good
    understanding of the clients business and structure to conduct a robust review to alleviate risks and ensure compliance with the changing regulatory landscape
  • Locally accountable for the management of compliance projects from the initiation and planning stages through execution and completion
  • Support business strategy of the local office, representing the compliance capabilities to clients and business partners
  • Build sound relationships and engage the Sales team, in order to fully understand the products, solutions and services being offered and ensure they are compliant with local laws and regulations
  • Work with Group Compliance and Learning and Development team to provide compliance related training and informal coaching to SAMs and AMs

Other Duties

  • Undertake the role of director, trustee, nominee, manager, partner, MLRO, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s or Master’s Degree and other relevant professional qualifications
  • Over 12 years’ previous experience of establishing and/or working in a compliance function. Experience in a financial services business and liaising with regulators required
  • Solid understanding of local and international tax and regulations including exposure to CRS, FATCA, BEPS, GAAR
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused 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 detailorientated 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
Account Manager (Company Management) | JD350 | Malta - 25 November, 2021
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.

Main 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

Other Duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Law, Business, Accounting, Tax or another business related field, additional relevant qualification would be desirable
  • At least 6 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 detailorientated 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
Account Manager (Company Management) | JD342 | Mauritius - 17 November, 2021
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 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.

Main 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
Other Duties
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Law, Business or another business related field; Legal or Company Secretary would be highly advantageous
  • At least 8-10 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 detailorientated 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
  • Amicorp is an inclusive workplace and differentially abled/candidates with special abilities are welcome
Valuation Services | JD163 | Johannesburg (South Africa) - 17 November, 2021
The role will be responsible for setting up and driving the newly set-up valuation team for independent third-party valuation services for the clients. The role holder will drive the fair valuation of illiquid assets on behalf of hundreds of hedge funds, private equity firms, financial institutions, corporations, other investment managers and investors.

Main Responsibilities

  • Provide valuation advice and strategy for the Funds. Forecast of cash flows, revenues and profitability of a company, fund/s.
  • Forecast PL Statement and Balance Sheets.
  • Develop a strong knowledge and awareness of the market the Company operates in and general market conditions in each country.
  • Developing a strong detailed understanding on each asset within the portfolio in order to effectively discuss with internal stakeholders and external parties. Perform industry research, analyze assets, such as stocks, bonds, currencies, alternatives (PE/VC), operating assets, real estate and commodities.
  • Undertake valuations using Dividend yield method, Earnings method, Net asset method, Discounted cash flow method, VC Discounting method.
  • Create presentations and documents to share with investors.
  • Sound knowledge in financial reporting, regulatory, tax authority and stakeholder investment compliance.
  • Adhere to the external valuation process and procedure and ensuring Amicorp Group and Fund’s remain in compliance with valuation policy and accounting standards.
  • Assist and guide asset managers on valuation governance and establish valuation best practices.
  • Regularly outline roles and responsibilities of fund managers within the valuation process and define valuation policies and procedures by asset class.
  • Organize and maintain a central research database that is available to the organization ensuring transparency and consistency on research data.
  • Ensure reporting requirements for internal and external stakeholders are met.
Other Duties
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • 10+ years in a similar capacity with a Valuation Services company. ACCA preferred, with exposure to advanced modeling/valuation with necessary certification.
  • Skilled in Microsoft Office Tools, including modeling on Excel.
  • Able to think in complex and ever-changing situations.
  • Delivery focused and result oriented, transfers knowledge.
  • Attention to detail and the ability to make sound judgment calls under time pressure.
  • Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
  • Commercial drive and a proven ability to build excellent client relationships. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willingness to travel for business within new markets.
Internal Audit Manager | JD313 | Johannesburg (South Africa) - 11 November, 2021
The role holder will be responsible for setting up and managing the Internal Audit function for Amicorp Group, to provide the Board with reasonable assurance that all controls relating to compliance of applicable laws, regulations and practices affecting the company are appropriately designed and working effectively. The role holder will lead the Internal Audit team and will be responsible for strengthening the risk environment of Amicorp and provide objective evaluations and solutions for strengthening the control environment of Amicorp and enable the Board to accomplish their goals.

Main Responsibilities

  • Objectively review Amicorp Group's business processes and evaluate the efficacy of risk management and operational procedures that are currently in place by rolling out the Internal Control Questionnaire ("ICQ").
  • Performing the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations.
  • Strengthen the risk and control environment of Amicorp by designing and implementing Internal audit plans and programs for the audits at the business unit level factoring in local laws, taxation, license, and other audit requirements.
  • Determining internal audit scope and developing annual plans with focus on identifying and addressing gaps with the Local Management Team ("LMT").
  • Manage multiple audit or projects within assigned budget, timeframe and resources.
  • Ensure that the local offices are complying with relevant laws and statutes. Identify loopholes and recommend risk mitigation measures and cost savings.
  • Evaluate audit findings; prepare and present the results of audit work and recommendations to the auditee, Local Management Team and the Amicorp Board in the form of oral and written communications.
  • Document process and prepare audit findings memorandum. Make recommendations on how to improve internal controls and governance processes.
  • Evaluate the effectiveness and adherence to internal policies and industry standards with respect to client due diligence, verifying source of funds and performing ongoing monitoring and following relevant policies.
  • Review global regulatory and compliance related changes including AML and CTF, recommend changes in policies or procedures (operational and compliance including AML and CTF) to increase efficiency of operations or to improve safeguards over regulatory and compliance requirements.
  • Monitor and pro-actively follow up to ensure that gaps identified in the internal controls and governance processes are addressed by the LMT, determine adequacy of such corrective actions and escalate failures to remediate and address gaps.
  • Maintain open communication with management and audit committee. Conduct follow up audits to monitor management’s interventions.
  • Execute and be accountable for meeting deliverables, data quality, methodology and quality assurance standards.
  • Continuous knowledge development regarding industry rules, regulations, best practices, tools, techniques and performance standards.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Bachelor's degree with professional certification in Accounting, Audit or another related field (CA, CPA, CIA).
  • At least 13 years experience of which 5 years as a Senior Auditor within in Internal Audit/Risk Management with prior experience in consulting firms or companies within a similar industry.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willing to travel within the country and outside the country when required.
Senior Account Manager (Company Management Services) | JD335 | London (United Kingdom) - 09 November, 2021

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 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.

Main 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

Other Duties:

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Law, Business, Accounting, Tax or another business related field, additional relevant qualification would be desirable
  • At least 10-12 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 detailorientated 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
Financial Controller - Client Services | JD322 | Vilnius (Lithuania) - 02 November, 2021

The selected candidate will be a member of a newly formed Client Financial Control team at Amicorp Baltic office with the primary responsibility to provide dedicated Financial Controller services to existing high profile Amicorp global clients, as well as identify new business opportunities for both existing and new clients.

The role is responsible for the growth of client accounting and related financial advisory services, including the co-ordination and preparation of financial statements, periodic MIS reports, budgets, treasury management and other portfolio specific reports as required. The candidate will be tasked with building strong relationships with these clients and extending Amicorp’s wider service offering as a trusted partner in doing so, while at the same time coordinating the operational requirements in order to deliver a full array of these wider services.

Main Responsibilities

  • 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
  • Ensuring the timely and accurate preparation of annual accounts, interim accounts, VAT returns, annual tax returns for such client companies
  • Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines
  • Analyze and provide value added reports on achievement of predetermined KPIs to assist clients in taking business decisions
  • Specifically identify new opportunities with corporate clients who can benefit from existing and new services offered
  • Liaison with client advisors, auditors and other 3rd parties as necessary for a wider service offering
  • Client Treasury forecasting, preparation and management. Assist clients in opening of bank accounts and ensure the bank accounts are set up for efficient transaction monitoring
  • Analyze tax legislations / regulations/ guidance to derive requirements independently
  • Act as the Point of Contact for multiple jurisdictions for any escalations/queries on related to tax treaties, economic substance requirements, anti-abuse rules, CFC, BEPS, Transfer Pricing Documentation
  • Offer advice, knowledge and experience to the Accounting Officers, other departments and offices relating to accounting, financial and tax matters and related legal documents

Other Duties:

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • University degree in economics, business administration, finance or Qualified Accountants
  • Minimum 10-12 years of experience in accounting and financial statement reporting or direct taxation, corporate taxation or international taxation
  • Well-informed about current and relevant legal issues, regulations, investments, tax and legal developments that impact accounting/finance
  • 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 detailorientated 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
  • Strong corporate tax background, solid understanding of BEPS, CRS, FATCA, CFC and international taxation will be added advantage
Group Head of Risk | JD302 | Johannesburg (South Africa) - 30 September, 2021
The role holder will have responsibility to design and implement effective risk control framework internally for Amicorp Fund Services. The role holder will also be responsible to lead the commercial efforts for developing and executing a strategy for the provision of risk and compliance solutions to investment fund clients in line with an evolving regulatory environment.

Main Responsibilities

Internal controls

  • Primarily responsible as decision maker to formulate and implement “risk” control framework associated with fund admin business (both PE/hedge fund) in line with changes in regulatory environment
  • Responsible for monitoring the Fund Compliance team to ensure systems and processes and technology are in place to deliver quick and seamless service with maximum productivity
  • Engage relevant clients and business unit managers with the view to identify technology challenges, inefficiencies and solutions
  • Oversight of all pre-trade compliance procedures and checks with any breaches escalated appropriately
  • Adhere to change management procedures in order to ensure efficient implementations and minimal client impact
  • Responsible for middle office on-boarding of new clients, administrators, and depositary/custodians
  • Establish standards of service for customers or clients and drive quality of service
  • Communicate with clients to ensure satisfaction with the service provided and to resolve any potential issues

Commercial growth

  • Responsible for establishing and developing a commercial unit (in terms of resources, infrastructure, commercial delivery) to provide risk and compliance services in a systematic manner. This would be inclusive of MLRO/ AMRO, Directorship services, AGM services, FATCA/CRS and regulatory reporting
  • Develop sales strategy and execute ambitious plans which identify opportunities/ prospects as well as new products and services for identified markets/clients
  • Lead client services in the areas of identifying, assessing, managing and measuring operational risks in accordance with the relevant regulatory and best practice policies

Personal an team targets

  • Lead by example by accurately recording commercial prospects or chargeable time and value of service, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients
  • Monitor teams' productivity and chargeability/ billing. Solve issues arising from client service delivery relating to payment or invoices. Drive team revenue by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets
  • Build and maintain strategic business relationship with clients; guide the team to build client relationships and ensure timely and quality delivery

Profitability performance and growth

  • Ensure team profitability and performance aligned with the approved business plan. Review client management agreement, payment approvals and ensure customer policies, procedures and contractual agreements are consistently met
  • Discuss employee/ team performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Process and controls

  • Ensure that the new business is in line with the target set and appraise the Sales Leader/Market Coordinator on adequate measures to be taken to improve new sales/ business
  • Ensure compliance with statutory authorities and audit requirements
  • Ensure contingency plans are in place for all services to include business recovery plans
  • Maximize utilization of resources and drive cost control measures across operations

Other Duties:

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree in Business, Finance or another related field combined with ongoing professional development, such as post-graduate or vocational study in risk or compliance
  • In depth knowledge, experience and leadership of global best practice risk management and compliance frameworks, methodologies, and emerging practice in relation to the funds business and regulated entities
  • Ideal candidate would have experience with other Fund Administrators, with exposure to fund governance, risk and compliance representing leading investment funds and managers
  • Commercial drive and a proven ability to penetrate the required market. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development
  • 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
  • Willingness to travel for business within new markets
Commercial Director, Senior Sales/Business Development | JD275 | Frankfurt (Germany) - 08 September, 2021
The role requires proven sales experience and is responsible for achieving sales results by demonstrating commercial leadership and management responsibility in increasing overall sales in financial and accounting services, trust and fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries; developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries as well as drawing up and executing the sales strategy for the market.

Main Responsibilities

  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure Group Human Resources
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines
  • Ensure that individual targets are exceeded/ achieved as well as collaborate and drive the achievement of team targets

Personal and Team Targets

  • Drive team sales by providing commercial leadership with respect to all sales activities in order to achieve revenue targets for the office, by developing new business opportunities and proactively ensuring closure of prospects
  • Lead by example in achieving/exceeding individual sales targets consistently and increasing the Sales in identified markets
  • Assist colleagues in ensuring productivity and chargeability targets are met, effective monitoring of transactions is done, and help with pricing, invoicing and collection of outstanding fees

Office Profitability Performance and Growth

  • Ensure office profitability and performance aligned with the approved business plan for the office
  • Discuss employee/office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Other Duties:

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 15 years proven Sales experience within the financial/ legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 under pressure 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
  • Willing to travel within the country and outside the country when required
Senior Sales Business Development (Capital Markets) | JD272 | Vilnius (Lithuania) - 18 August, 2021
This role requires proven sales or business development experience in the areas of tax, capital markets, real estate investment services, securitization, financial legal and administrative services to corporate clients, investment funds, family offices and private clients. The role is primarily accountable for increasing the overall sales of Amicorp services by developing and executing a country wide sales strategy along with individual sales plans for growing the business.

Main Responsibilities

  • Develop new business opportunities with prospective clients and intermediaries within the corporate client, family office space;
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients;
  • Develop, expand and maintain multiple, solid relationships with clients, decision makers and intermediaries (e.g. Law Firms, Investment Funds, Family Offices, CPAs, Bankers etc.);
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs;
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
  • Organize & represent the company at seminars and other industry-related networking events;
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets;
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines.
  • Ensure that individual targets are exceeded/achieved as well as collaborate to achieve team targets.

  • Personal and Team Targets
  • Drive team sales by providing commercial leadership with respect to all sales activities in order to achieve revenue targets for the office, by developing new business opportunities and proactively ensuring closure of prospects.
  • Lead by example in achieving/exceeding individual sales targets consistently and increasing the Sales in identified markets.
  • Assist colleagues in ensuring productivity and chargeability targets are met, effective monitoring of transactions is done, and help with pricing, invoicing and collection of outstanding fees.

  • Office Profitability Performance and Growth
  • Ensure office profitability and performance aligned with the approved business plan for the office.
  • Discuss employee/office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement.
  • Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources.

    Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to cross border structuring, structured financial products or capital markets.
  • 15 or more years proven business development experience within the corporate services, investment or legal services industries, covering both clients and intermediaries with proven sales success.
  • Excellent corporate and international tax experience with good understanding of relevant market developments.
  • Well-informed about current legal issues, regulations, tax and legal developments such as investment funds or blockchain technology. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • 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.
  • 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 under pressure 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.
  • Excellent English language fluency; additional languages preferred.
  • Willing to travel within the country and outside the country when required.
Risk and Compliance Manager (Asset Management) | JD271 | Mauritius - 17 August, 2021
Andetta Private Equity is a privately held alternative investment group with main interests in the emerging markets of Asia, Africa, Eastern Europe, Middle East and Latin America. Through an experienced and hands-on team combined with a global partner network, our client’s funds can grant professional investors access to alternative and traditional investments in highly regulated and difficult-to-access markets. The role holder will be responsible for the Capital Markets and Asset Management risk function to identify, assess, monitor and make timely and measured judgments on all current and potential future risks faced by the team. The role holder must understand the business, the strategy, processes, products and services provided to clients by the Capital and Asset Management team.

Main Responsibilities

  • Lead the Risk function, supporting growth aspirations of the team while retaining the appropriate risk management discipline to achieve strategic goals.
  • Maintain direct and/or functional oversight of the team's operations from a risk management perspective.
  • Identify emerging risk issues and initiate mitigation strategies.
  • Work closely with Monetary Authority of Singapore ("MAS") and regulators in other markets to ensure implementation of local/cross border regulatory risk frameworks.
  • Communicate and oversee implementation of risk strategy and policies throughout the business.
  • Monitor effectiveness of implementation of risk strategy and policies.
  • Liaise with the Compliance officers in the legal entities to ensure adherence to Compliance policies and risk is effectively managed.
  • Ensure that a rigorous Operational Risk and Internal Control structure is established and implemented throughout the business and that appropriate controls are implemented.
  • Risk Strategy and Risk Identification across Investment Risk, Credit Risk, Operational Risk, Market Risk, Compliance Risk, and Reputational Risk.
  • Evaluate and implement technology solutions for risk management and monitor risk related projects.
Personal Targets:
  • Lead by example by driving a solution focused compliance culture, balancing commercial interests with effective risk management.
  • Monitor own productivity and performance. Solve issues arising from delivery and timeliness relating to compliance.
  • Provide commercial leadership with respect to all client activities to ensure appropriate billing is done for work undertaken for managing risk and compliance.
  • Build and maintain strategic business relationship with business and clients; guide the team to build relationships and ensure timely and quality delivery.
Profitability Performance and Growth:
  • Ensure profitability and performance aligned with the business plan. Continuous review of risk framework to ensure compliance policies, procedures and agreements are consistently met.
Process and Controls:
  • Ensure that the new business is in alignment with the Risk framework and appraise the Sales Leader/Market Coordinator on adequate measures to be taken to provide adequate solutions.
  • Ensure compliance with statutory authorities and audit requirements.
  • Ensure contingency plans are in place for all services to include business recovery plans.
  • Maximize utilization of resources and drive cost control measures across operations.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree in Business, Finance or another related field combined with ongoing professional development, such as post-graduate or vocational study in risk or compliance.
  • Hands on experience in Risk operations in the Asset Management, Wealth Management or Private Banking business, preferably across geographies.
  • Experience in setting up risk management frameworks and implementing them across multi -jurisdictional locations.
  • Experience of creating, developing and leading a team.
  • FRM qualifications ideal, not necessary.
  • Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
  • Commercial drive and a proven ability to penetrate the required market. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willingness to travel for business within new markets.
Investment Manager (Andetta) | JD266 | Mauritius - 29 July, 2021
Andetta Private Equity is a privately held alternative investment group with main interests in the emerging markets of Asia, Africa, Eastern Europe, Middle East and Latin America. Through an experienced and hands-on team combined with a global partner network, our client’s funds can grant professional investors access to alternative and traditional investments in highly regulated and difficult-to-access markets.
The role holder is responsible for building and maintaining relationships with various stakeholders including Directors, Fund Administrator, Investment Manager and bankers and ensuing timely and quality service delivery. The role holder is also responsible for monitoring the portfolio of various managed funds, analysis and interpretation of the returns of various asset classes and monitoring market relevant to the fund portfolio of various capital markets.

Main Responsibilities

Investment Aspects:
  • Assistance to the management teams in preparing investment reports for funds teams, quarterly board reports or at any other requested frequency.
  • Analysis and interpretation of the returns of various asset classes, monitoring market relevant to the fund portfolio of various capital markets.
  • Analysis and monitoring the portfolio of various managed funds, submitting all the relevant regular updates to each jurisdiction to the management teams and assist them in preparing investment reports.
  • Assisting the various research teams in compiling multiple data points such as financial research of companies, analyze the company objectives set by them against their financial performance and derive financial trends.
  • Assisting the operations team in completing the orders which has been placed by the relevant sub-advisor/asset managers appointed by the investment manager.
  • Calling up investee companies for regular updates and discuss developments with the chief financial officers.
  • Collection and analysis of data for the asset managers on related topographical markets which the fund managers are concentrating to invest and help them to complete their statistical analysis.
  • Interacting with Custodians, Bankers, and other service providers of the funds managed and collect their updates to provide the same to management and the relevant asset manager.
Operational Aspects:
  • Builds and maintains relationships with all funds and acts as liaison between the funds contacts in all jurisdictions.
  • Daily coordination with the various stakeholders including Directors, Fund Administrator, Investment Manager and bankers.
  • Ensures timely service delivery of Investment Recommendations to the funds or the Investment Manager for which we act as sub-advisor; communicates fund requests, and feedback.
  • Assist accounting team on the audit of the respective investment funds.
  • Review of the Fund’s portfolio on timely basis.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp and Andetta Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Chartered Accountant or CIMA with 2-3 years experience (but the role is not for a technical accountant).
  • Financial background with a strong ability to understand and interpret financial information.
  • Basic understanding of contracts, i.e. be able to read and interpret commercial aspects.
  • Basic valuations knowledge – similar to the Valuations Expert, but much more basic.
  • Ability to build financial models to do analysis, forecasting and valuations.
  • Good MS Office (especially Word and Excel) English report writing skills.
  • Ability to pull all the above together to create and document a deep understanding of all investments. - “Big picture” thinking and eagerness to learn.
  • Commercial drive, takes initiative, positive and proactive, dedicated, focused and business driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • Excellent client facing skills to regularly engage with clients and investment companies to build a clear ongoing relationship and sound understanding of the investment, its operating environment and forecasts.
  • 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.
  • Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Pragmatic in dealing with stakeholders at all levels while able to work under pressure and respect deadlines.
  • Independent, hands-on and takes accountability to deliver solutions and results.
  • Ability to adapt and work under pressure 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.
  • Willing to travel within the country and outside the country when required.
Senior Internal Auditor | JD250 | Johannesburg (South Africa) - 27 July, 2021
The role holder will be responsible for managing the Internal Audit activities for Amicorp Group to provide the Board and Senior Management reasonable assurance that all controls relating to compliance of applicable laws, regulations and practices affecting the company are appropriately designed and working effectively. This role will provide objective and professional evaluations of the control environment of Amicorp and assist management to accomplish their goals.

Main Responsibilities

  • Strengthen the risk and control environment of Amicorp Group by designing and implementing Internal audit plans and programs for the audits at the business unit level factoring in local laws, taxation, license, and other audit requirements.
  • Evaluate the efficacy of risk management and operational procedures that are currently in place by rolling out the Internal Control Questionnaire ("ICQ").
  • Plan and conduct reviews of internal controls in operations, compliance and regulatory requirements for Amicorp across its jurisdictions.
  • Evaluate audit findings; prepare and present the results of audit work and recommendations to the auditee, Local Management Team and Amicorp Board in the form of oral and written communications.
  • Review global regulatory and compliance related changes including AML and CTF, recommend changes in policies or procedures (operational and compliance including AML and CTF) to increase efficiency of operations or to improve safeguards over regulatory and compliance requirements.
  • Proactively follow-up to ensure closure management action plans agreed at the end of an audit and to determine adequacy of such corrective actions.
  • Execute and be accountable for meeting deliverables, data quality, methodology and quality assurance standards.
  • Manage multiple audit or projects within assigned budget, timeframe and resources.
  • Conduct special audits and/or assignments.
  • Undertake such other duties as may from time to time be agreed with the Reporting Manager to accomplish specific projects.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Bachelor's degree and professional certification in Accounting, Audit or another related field.
  • At least 6-9 years experience gained within internal audit/risk in consulting firms or companies within a similar industry is desirable.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willing to travel within the country and outside the country when required.
Internal Auditor | JD249 | Johannesburg (South Africa) - 27 July, 2021
The role holder will be responsible for managing the Internal Audit activities for Amicorp Group to provide the Board and Senior Management reasonable assurance that all controls relating to compliance of applicable laws, regulations and practices affecting the company are appropriately designed and working effectively. This role will provide objective and professional evaluations of the control environment of Amicorp and assist management to accomplish their goals.

Main Responsibilities

  • Strengthen the risk and control environment of Amicorp by designing and implementing Internal audit plans and programs for the audits at the business unit level factoring in local laws, taxation, license, and other audit requirements.
  • Evaluate the efficacy of risk management and operational procedures that are currently in place by rolling out the Internal Control Questionnaire ("ICQ").
  • Plan and conduct reviews of internal controls in operations, compliance and regulatory requirements for Amicorp across its jurisdictions.
  • Evaluate audit findings; prepare and present the results of audit work and recommendations to the auditee, Local Management Team and the Amicorp Board in the form of oral and written communications.
  • Review global regulatory and compliance related changes including AML and CTF, recommend changes in policies or procedures (operational and compliance including AML and CTF) to increase efficiency of operations or to improve safeguards over regulatory and compliance requirements.
  • Proactively follow-up to ensure closure management action plans agreed at the end of an audit and to determine adequacy of such corrective actions.
  • Execute and be accountable for meeting deliverables, data quality, methodology and quality assurance standards.
  • Manage multiple audit or projects within assigned budget, timeframe and resources.
  • Conduct special audits and/or assignments.
  • Undertake such other duties as may from time to time be agreed with the Reporting Manager to accomplish specific projects.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Bachelor's degree and professional certification in Accounting, Audit or another related field.
  • At least 3-5 years experience gained within internal audit/risk in consulting firms or companies within a similar industry is desirable.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willing to travel within the country and outside the country when required.
Senior Internal Auditor (Fund) | JD248 | Johannesburg (South Africa) - 27 July, 2021
The role holder will be responsible for managing the Internal Audit activities for Amicorp Fund Services ("AFS") to provide the Board of AFS and Senior Management reasonable assurance that all controls relating to compliance of applicable laws, regulations and practices affecting the company are appropriately designed and working effectively. This role will provide objective and professional evaluations of the control environment of Amicorp Fund Services and assist management to accomplish their goals.

Main Responsibilities

  • Strengthen the risk and control environment of Amicorp Fund Services ("AFS") by designing and implementing Internal audit plans and programs for the audits at the business unit level factoring in local laws, taxation, license, and other audit requirements.
  • Evaluate the efficacy of risk management and operational procedures that are currently in place by rolling out the Internal Control Questionnaire ("ICQ").
  • Plan and conduct reviews of internal controls in operations, compliance and regulatory requirements for AFS across its jurisdictions.
  • Evaluate audit findings; prepare and present the results of audit work and recommendations to the auditee, Local Management Team, AFS Board and the Chief Risk Officer in the form of oral and written communications.
  • Review global regulatory and compliance related changes including AML and CTF, recommend changes in policies or procedures (operational and compliance including AML and CTF) to increase efficiency of operations or to improve safeguards over regulatory and compliance requirements.
  • Proactively follow-up to ensure closure management action plans agreed at the end of an audit and to determine adequacy of such corrective actions.
  • Execute and be accountable for meeting deliverables, data quality, methodology and quality assurance standards.
  • Manage multiple audit or projects within assigned budget, timeframe and resources.
  • Conduct special audits and/or assignments.
  • Undertake such other duties as may from time to time be agreed with the Reporting Manager to accomplish specific projects.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Individual should possess a Bachelor's degree and professional certification in Accounting, Audit or another related field (CA, CPA, CIA)
  • At least 6-9 years experience gained within internal audit/risk in consulting firms or fund industry is desirable
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willing to travel within the country and outside the country when required.
Senior Client Accounting Officer | JD166 | Mauritius - 25 May, 2021
The role holder is responsible for preparing and managing the accounting services for the client entities. Specifically, this will include the preparation of annual accounts, VAT and tax returns, cash flow overview, invoices etc.

Main Responsibilities

  • Preparing and monitoring company/corporate tax and the daily accounting of client companies.
  • Preparing of annual accounts, interim accounts, VAT returns, annual tax returns, cash flow overview, budget, payment of bills, issuing invoices.
  • Accurate preparation of balance sheet and income statements and various other accounting statements and reports required by the client.
  • Assist clients in opening of bank accounts and ensure the bank accounts are set up for efficient transaction monitoring.
  • Responsible for transaction monitoring of incoming payments for clients handled in accordance with prevailing laws, regulations and internal policies.
  • Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines.
  • Analyze and provide value added reports on the annual accounts of clients which will assist clients in taking business decisions.
  • Actively participating in growing and marketing our business both with existing clients to grow the portfolio and develop new business through client referrals.
  • Manage client portfolio in an effective way to ensure that all information in the client files is correct and up-to-date at all times.
  • Follow up with clients directly and/or with Account Managers to get all relevant information on time to ensure timely accounting and filing.
  • Coordinate with team members and other departments to provide high quality service to the clients.
  • Actively engage with clients, resolve and respond to payment queries from clients on any matters relating to the deliverable and invoices to ensure collection of outstanding invoices for accounting services; Monitoring of collection of invoices for Accounting Services.
  • Accurately record chargeable time and value of service using Maconomy in order to facilitate timely invoices.
  • Monitor actual time spent against budgets and resolve identified variances in a timely and effective manner.
  • Monitor personal productivity and chargeability on weekly basis; achieve chargeability targets consistently through review of productivity and performance against targets.
  • Maintain contacts with the client(s) and any professional intermediary(ies) (i.e. legal counsel, tax advisor, managers, bankers, notaries, company auditors) and the verification of any deed, agreement, contract , document, etc. required to implement structures and necessary to establish and obtain the required information for the accounting of client companies.
  • Interact with external auditors to assist with the completion of mandatory audits.
  • 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.
Other Duties
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Bachelor’s or Master’s Degree in Finance and Accounting or another similar field of study.
  • Minimum 3+ years of relevant working experience within the trust and corporate services industry and/or financial services.
  • ACCA/ACA/CFA qualification would be highly advantageous.
  • Well-informed about current issues, regulations, tax and accounting developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. FATCA, CRS, 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.
Client Accounting Officer | JD209 | Luxembourg - 25 May, 2021
The role holder is responsible for preparing and managing the accounting services for the client entities. Specifically, this will include the preparation of annual accounts, VAT and tax returns, cash flow overview, invoices etc.

Main Responsibilities

  • Managing and monitoring tax (Company corporate tax (“Impôt des sociétés”)) and the daily accounting of client companies of the Employer.
  • Preparing of annual accounts, interim accounts, VAT returns, annual tax returns, cash flow overview, budget, payment of bills, issuing invoices.
  • Accurate preparation of balance sheet and income statements and various other accounting statements and reports required by the client.
  • Assist clients in opening of bank accounts and ensure the bank accounts are set up for efficient transaction monitoring.
  • Responsible for transaction monitoring of incoming payments for clients handled in accordance with prevailing laws, regulations and internal policies.
  • Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines.
  • Analyze and provide value added reports on the annual accounts of clients which will assist clients in taking business decisions.
  • Preparation of internal annual accounts, interim accounts, regulatory reporting, VAT returns, annual tax returns, cash flow overview, budget, payment of bills, issuing invoices.
  • Actively participating in growing and marketing our business both with existing clients to grow the portfolio and develop new business through client referrals.
  • Manage client portfolio in an effective way to ensure that all information in the client files is correct and up-to-date at all times.
  • Follow up with clients directly and/or with Account Managers to get all relevant information on time to ensure timely accounting and filing.
  • Coordinate with team members and other departments to provide high quality service to the clients.
  • Actively engage with clients, resolve and respond to payment queries from clients on any matters relating to the deliverable and invoices to ensure collection of outstanding invoices for accounting services; Monitoring of collection of invoices for Accounting Services.
  • Accurately record chargeable time and value of service using Maconomy in order to facilitate timely invoices.
  • Monitor actual time spent against budgets and resolve identified variances in a timely and effective manner.
  • Monitor personal productivity and chargeability on weekly basis; achieve chargeability targets consistently through review of productivity and performance against targets.
  • Maintain contacts with the client(s) and any professional intermediary(ies) (i.e. legal counsel, tax advisor, managers, bankers, notaries, company auditors) and the verification of any deed, agreement, contract , document, etc. required to implement structures and necessary to establish and obtain the required information for the accounting of client companies.
  • Interact with external auditors to assist with the completion of mandatory audits.
  • 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.
Other Duties
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Bachelor’s or Master’s Degree in Finance and Accounting or another similar field of study.
  • Minimum 4 years of relevant working experience within the trust and corporate services industry and/or financial services.
  • ACCA/ACA/CFA qualification would be highly advantageous.
  • Well-informed about current issues, regulations, tax and accounting developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. FATCA, CRS, 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.
Investment Analyst/Manager | JD136 | Dubai (United Arab Emirates) - 25 May, 2021
This role holder will be responsible for providing investment information and financial advice to corporate and individual clients whilst maintaining excellent knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.

Main Responsibilities

  • Create, implement and coordinate a comprehensive Investment Policy Statement (IPS) for clients.
  • Determine client financial objectives and outline investment parameters and benchmarks.
  • Implement an asset allocation strategy around the risk profile and benchmarks agreed with clients.
  • Adhere to the investment policy and client objectives to minimize risk and maximize returns.
  • Co-ordinate with brokers, custodians and third party entities to offer products to clients.
  • Coordinate efforts with other group entities on sourcing and evaluating products and services.
  • Source and select a diversified set of asset managers to offer investment products to clients.
  • Identify investment opportunities that are tax and fee efficient.
  • Maintain and monitor asset allocation strategies for all clients.
  • Attend client meetings and discuss portfolio performance and investment strategies.
  • Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • 5-7 years experience in an analyst role in the asset management or wealth management space.
  • Degree in Economics or Finance.
  • Strong quantitative skills and knowledge of investments, asset allocation and portfolio management.
  • Should demonstrate strong ability to review and analyze financial statements.
  • Solid understanding of portfolio risk and being able to run attribution analyses on investment data.
  • Should have an understanding of trading and best practices in trade execution.
  • Detail-oriented, excellent communication skills and being able to articulate investment ideas clearly.
  • Have the ability to present investment ideas and perform investment reviews to clients, sales and management teams.
  • Familiarity with Bloomberg, Excel and other financial software.
  • Strong team player, with a hunger to learn and grow in an entrepreneurial setting.
  • Should be able to work independently with minimum direction and be familiar with broad industry/investment trends.
Sales Business Development (Mandarin Speaking) | JD129 | Dubai (United Arab Emirates) - 25 May, 2021
This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects.
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients.
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.).
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network.
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs.
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
  • Organize & represent the company at seminars and other industry-related networking events.
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets.
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines.
  • Ensure that individual targets are exceeded/achieved as well as collaborate to achieve team targets.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and /or company secretary, as necessary.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success.
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR.
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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; fluency in Mandarin would be highly advantageous in order to communicate effectively with clients.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.
Chief Risk Officer (Fund) | JD106 |London (United Kingdom) - 25 May, 2021
The role holder will be responsible for developing and executing a commercial strategy for the provision of risk and compliance solutions to investment fund clients in line with an evolving regulatory environment.

Primary Duties and Responsibilities

  • Primarily responsible as decision maker to formulate and implement “risk” control framework associated with fund admin business (both PE/hedge fund) in line with changes in regulatory environment.
  • Responsible for monitoring the Fund Compliance team to ensure systems and processes and technology are in place to deliver quick and seamless service with maximum productivity
  • Responsible for establishing and developing a commercial unit (in terms of resources, infrastructure, commercial delivery) to provide risk and compliance services in a systematic manner. This would be inclusive of MLRO/AMRO, Directorship services, AGM services, FATCA/CRS and regulatory reporting.
  • Develop sales strategy and execute ambitious plans which identify opportunities/prospects as well as new products and services for identified markets/clients.
  • Lead clients in identifying, assessing, managing and measuring operational risks in accordance with the relevant regulatory and best practice policies.
  • Engage relevant clients and business unit managers with the view to identify technology challenges, inefficiencies and solutions.
  • Oversight of all pre-trade compliance procedures and checks with any breaches escalated appropriately.
  • Adhere to change management procedures in order to ensure efficient implementations and minimal client impact.
  • Responsible for middle office on-boarding of new clients, administrators, and depositary/custodians.
  • Establish standards of service for customers or clients and drive quality of service.
  • Communicate with clients to ensure satisfaction with the service provided and to resolve any potential issues.

Personal and Team Targets

  • Lead by example by accurately recording commercial prospects or chargeable time and value of service, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
  • Monitor teams' productivity and chargeability/billing. Solve issues arising from client service delivery relating to payment or invoices. Drive team revenue by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets.
  • Build and maintain strategic business relationship with clients; guide the team to build client relationships and ensure timely and quality delivery.

Profitability and Performance Growth

  • Ensure team profitability and performance aligned with the approved business plan. Review client management agreement, payment approvals and ensure customer policies, procedures and contractual agreements are consistently met.
  • Discuss employee/team performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement.
  • Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources.

Process and Controls

  • Ensure that the new business is in line with the target set and appraise the Sales Leader/Market Coordinator on adequate measures to be taken to improve new sales/business.
  • Ensure compliance with statutory authorities and audit requirements.
  • Ensure contingency plans are in place for all services to include business recovery plans.
  • Maximize utilization of resources and drive cost control measures across operations.

Other Duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree in Business, Finance or another related field combined with ongoing professional development, such as post-graduate or vocational study in risk or compliance.
  • In depth knowledge, experience and leadership of global best practice risk management and compliance frameworks, methodologies, and emerging practice in relation to the funds business and regulated entities.
  • Ideal candidate would have experience with other Fund Administrators, with exposure to fund governance, risk and compliance representing leading investment funds and managers.
  • Commercial drive and a proven ability to penetrate the required market. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
  • Willingness to travel for business within new markets.
Sales Business Development (Fund Services) | JD130 | Dubai (United Arab Emirates) - 25 May, 2021
The role requires an experienced professional with proven sales experience in the investment fund industry, selling Fund Administration Services to Fund Managers. The role will be primarily accountable for increasing overall sales of and undertaking sales and marketing activities in their broadest sense to generate business and retain both clients and intermediaries for Amicorp Fund Services. The role holder will be building and growing the business by maintaining client relationship with investors located across the country directly or via intermediaries for both local and foreign investors in Venture Capital, Infrastructure, Real State and Growing Companies.

Main Responsibilities

    Sales Planning and Growth

  • Close sales in accordance with targets as outlined in personal targets/KPIs.
  • Develop and maintain ambitious sales plan for the country in line with the regional plan for Amicorp Fund Services.; with focus on the strategies and tactics for acquisition of new business as well as growth of existing business and support for the office network, with the plan centering around the what, where, why, how and when in order to exceed the targets.
  • Based on sales plan apply targeted sales approach, actively seek and recognize sales opportunities – identify needs and create an interest and deal with common objections.
  • Further develop and leverage existing relationships and actively prospect new customers and intermediaries (Client Relationship Management).
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
  • Collaborate with local and international colleagues and cross sell other Amicorp products.
  • Perfect the pitch verbally and visually in a tailor made proposal.
  • Represent the company to the highest standard at all times.
  • Develop and implement comprehensive growth strategy regarding Fund Administration.
  • Create, adapt and execute growth strategies to achieve key business objectives.

    Marketing and Product Development

  • Build awareness with marketing tools (contributing to brochures, memo's, writing in- and external news articles, mailings, organizing and attending events etc.).
  • Develop and promote (new) products and services.

    Other Duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and /or company secretary, as necessary.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Minimum Bachelor degree with over 7 years’ experience in the investment fund industry and a strong network with Private Equity Funds, Venture Capital Industry, family offices, Investment Advisers, Foreign Investors.
  • Fair knowledge regarding the country's Fund industry regulations. Knowledge regarding NAV calculations, Fund Accountability, Capital Calls, the tax fund structure and Audit processes.
  • Extensive knowledge of the industry, its participants as well as the full suite of services offered by Amicorp Fund Services. Capability to act as a market builder and be one of the first comers within this industry in the country.
  • Strong commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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; fluency in Russian would be highly advantageous in order to communicate effectively with clients.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.

Americas

Client Services Director (Trust Services) | JD374 | Sioux Falls (United States of America) - 18 January, 2021
The role holder leads the client relationship through a team of (Senior) Trust Officers and (Senior) Trust Administrators to deliver pro-active, exceptional trustee and corporate administration services to a portfolio of clients including trusts and affiliated companies, and ensure that the affairs of clients are managed in accordance with the local Trustee requirements and the standard of clients services set by Amicorp Group. The role holder is accountable to generate revenue based on value-charging by coordinating legal and administrative activities for the trust portfolio. The role holder also promotes (new) products and services, and actively participates in growing the business from existing clients as well as identifying prospective clients through client referrals. As Director of various internal and client entities, the role holder supports the management in realizing the projected turnover and returns based on the short and long term strategy of Amicorp.

Main Responsibilities

  • Draft and co-ordinate the drafting of all necessary legal documents required for managing day to day matters of Trusts and Corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.) and be responsible for managing the relationship, legal and administrative matters of a portfolio of trusts and companies in accordance with applicable legislation and internal procedures
  • Conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel, and processing request and servicing the client in a responsible professional and efficient manner
  • Ultimately responsible for the quality of the client files. Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed)
  • Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Develop, maintain and expand contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well
  • Provide pragmatic solutions keeping in mind the Group business goals, provide legal analysis for implementing Trusts and Commercial structures
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Obtain all necessary reviews and opinions in order to obtain feasibility and legality
  • Ensure adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients
  • Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client
  • Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications
  • Work closely with the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC
  • Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework. 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

Personal and team targets

  • Lead by example by accurately recording chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients
  • Monitor teams' productivity and chargeability/ billing on weekly basis. Solve payment problems, as well as collection of outstanding invoices. Drive teams’ chargeability by providing commercial leadership with respect to all client (chargeable) activities in order to achieve the production (chargeability) and revenue targets. Solve payment problems, as well as collection of outstanding invoices
  • Monitor all client accounting and trust activities to ensure quality and timeliness
  • Build and maintain strategic business relationship with clients; guide the team, Senior Account Managers and Account Managers to build client relationships and ensure timely and quality delivery

Office profitability performance and growth:

  • Ensure office profitability and performance aligned with the approved business plan for the office. Review client management agreement, payment approvals and ensure customer policies, procedures and contractual agreements are consistently met
  • Review time sheet of team members and monitor their productivity and chargeability on weekly basis, plus review of productivity reporting and performance against targets. Discuss employee/office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize Goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources

Process and controls:

  • Ensure that the sale of entities is in line with the target set and appraise the Sales Leader/ Market Coordinator on adequate measures to be taken to improve sale of entities
  • Ensure compliance with statutory authorities and audit requirements
  • Ensure contingency plans are in place for all services to include business recovery plans
  • Maximize utilization of resources and drive cost control measures across operations

Other Duties:

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor or Master Degree in Law, Accounting and other relevant professional Trust related qualifications. STEP qualification in trust and tax would be highly advantageous
  • At least 15 years of experience working with trust/ estate law, ideally with a business in a similar industry; inclusive of at least 5 years in senior management positions in financial services industry (preferably with international exposure)
  • Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. FATCA, CRS, BEPS, ESR, GAAR, that affects the Trustee and the use of trusts by clients in target markets
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development
  • 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 detailorientated 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
Invoicing Officer| JD377 | Montevideo (Uruguay) - 12 January, 2022
This role is responsible for executing and monitoring of the preparation of client invoices, ensuring the quality of invoices is up to standard and in accordance with the Group policy, and working with the Group Financial Controllers and the CFO to identify and drive process improvements.

Main Responsibilities

  • Create, edit and finalize client invoices
  • Co-ordinate and follow up with the (Senior) Account Managers of the concerned Amicorp offices to solve day-to-day issues relating to client invoices and to get any further information, if required
  • Ensure the quality of invoices is up to standard and in accordance with Group policy
  • Act as the gatekeeper for any proposed discounts, carry forward or billing amendments
  • Ensure invoicing deadlines are met and tasks are completed within the stipulated time frames as defined by Group
  • Work with the Team Lead, Group Financial Controllers and CFO to identify and drive process improvements, including the creation of standard and ad-hoc reports, tools and dashboards
  • Assist the central collection team to resolve un-allocated client receipts
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Bachelor or Master Degree in Economics, Finance or another business related field, additional relevant qualification would be desirable
  • At least 1 year of relevant working experience within the corporate services business and/or financial services sectors (preferably with international exposure)
  • 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
  • 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 detailorientated 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
HR Specialist/Talent Acquisition Specialist | JD339 | Mexico - 15 November, 2021
This role requires an experienced Human Resources professional with proven Recruitment experience in financial, legal, accounting or trust & fiduciary services. As part of Amicorp Group Human Resources team, the role holder will be primarily responsible for ensuring that Amicorp attracts and selects the right talent within defined time frames to ensure business continuity and enable the growth of the business. This is an independent contributor role, with joint accountability working with the Group Human Resources team to build a effective talent pool with the right skills and attributes who would be a part of Amicorp's long term growth.

Main Responsibilities

  • Responsible for managing the end to end process of attracting, selecting and retaining the ‘right talent’ at Amicorp
  • Ensure recruitment and selection of qualified professionals in line with the Company’s business plans. Manage the recruitment process, in close consultation with the responsible Hiring Manager or Branch Manager and based on approved vacancies only
  • Work with hiring managers to understand resource requirements and developing manpower plans, clarify requirements, ensure job descriptions are available for all hiring positions and that potential candidates are aware of job role, responsibilities and duties
  • Lead the creation of a recruitment plan for each open position aimed at closing open positions within stipulated time frames. Conduct regular follow-up with Group Head of Human Resources and hiring managers to determine the effectiveness of recruitment plans and implementation
  • Manage the screening, interviewing and selection process. Review applicants to evaluate if they meet the position requirements and conduct interviews. For selected candidates, finalize terms, including compensation, level, designation, fitment, placement etc
  • Work with the Group HR team in researching and recommending new sources for active and passive candidate recruiting. Adopt social media and other focused hiring approaches (external job postings and ads on social media and other targeted advertising forums like recruitment portals, industry referrals, industry professional organizations etc.). Manage recruitment vendors, where approved. Build a candidate database to support the long-term recruitment efforts of Amicorp
  • Drive employer branding - in establishing a recognizable “employer of choice” reputation for the company, both internally and externally. Design and implement proactive HR policies to attract, retain and reward talented people, keeping in mind individual / organizational aspirations
  • Communicate with managers and employees regularly to establish rapport, gauge morale, and source new candidate leads
  • Assist in performing reference and background checks for potential employees, preparing/reviewing job offers and employment contracts where required. Ensure structured and timely induction and onboarding to drive employee engagement and performance and drive a performance culture across the organization
  • Support organizational effectiveness and transformation through proper alignment of recruitment processes, organization structure and culture with business strategies. Provide timely and accurate monthly MIS to Group Head of Human Resources on a wide range of people and hiring related matters
  • Assist to ensure HR Audit Compliance across all countries; adherence Group HR policies and processes and local laws and jurisdiction requirements with respect to recruitments
  • Champion Amicorp values and help create a positive, progressive, accountable, driven, thriving work environment
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • University degree with further specialization/ Masters in Human Resources Management
  • Recruitment specialist with regional recruitment experience of over 10 years; experience in Financial Services will be an added advantage
  • Should possess excellent domain knowledge (Human Resources Management and Recruitment and Social media direct hiring along with supporting technologies or Recruitment tools)
  • Positive can-do attitude, influencing skills and a passion for people and performance
  • Hands-on with high level of personal accountability for delivering quality and timely work
  • Completes own role largely independently within defined policies and procedures
  • High level of computer literacy with excellent hands-on experience with MS Office (especially Excel and Power Point) and HRMS/ Recruitment Tools
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • Excellent 'client' (stakeholder/ candidate) 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 detailorientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results
  • Anticipates and adapts quickly to changing organizational and business needs. Able to make decisions and solve problems involving varied levels of complexity, ambiguity and risk
  • Ability to adapt and work under pressure in a smaller, dynamic, flexible team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
Sales/Business Development | JD317 | Bogota - 19 October, 2021
This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets
  • Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines
  • Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 12 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 detailorientated with good decision making and time management skills
  • Independent, hands-on andtakes accountability to deliver solutions and results
  • Ability to adapt and work under pressure 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
  • Willing to travel within the country and outside the country when required
Sales/Business Development | JD316 | Mexico - 19 October, 2021
This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring with exposure to . The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and maintaining client relationship with investors located across the country directly or via intermediaries for both local and foreign investors in Venture Capital, Infrastructure, Real State and Growing Companies.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services inalignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets
  • Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines
  • Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 12 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 detailorientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results
  • Ability to adapt and work under pressure 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
  • Willing to travel within the country and outside the country when required
Sales/Business Development | JD291| Mexico - 24 September, 2021
The role requires a professional with proven sales experience, preferably in business process outsourcing within the financial & accounting, legal, compliance, training and data sourcing & analysis services. The role will focus on outsourcing solutions; undertaking sales activities to generate business and retain clients for their outsourcing services. The role holder will be primarily accountable for growing sales from Corporate Clients for their outsourcing services in the financial, accounting, legal, compliance and data analysis services.

Main Responsibilities

  • Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects.
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients.
  • Develop, expand and maintain multiple, solid relationships with corporate clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.).
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network.
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs.
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
  • Organize & represent the company at seminars and other industry-related networking events.
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets.
  • Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines.
  • Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax environment; minimum 5-8 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success.
  • Prior experience with sales of BPO products and services is desirable.
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR.
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.
Senior Sales/Business Development | JD290 | Miami (United States)- 2 September, 2021
The role requires proven sales experience and is responsible for achieving sales results by demonstrating commercial leadership and management responsibility in increasing overall sales in financial and accounting services, trust and fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries; developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries as well as drawing up and executing the sales strategy for the market.

Main Responsibilities

  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.)
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network
  • Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs
  • Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth
  • Organize & represent the company at seminars and other industry-related networking events
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets
  • Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines
  • Ensure that individual targets are exceeded/ achieved as well as collaborate and drive the achievement of team targets
    Personal and Team Targets
  • Drive team sales by providing commercial leadership with respect to all sales activities in order to achieve revenue targets for the office, by developing new business opportunities and proactively ensuring closure of prospects
  • Lead by example in achieving/exceeding individual sales targets consistently and increasing the Sales in identified markets
  • Assist colleagues in ensuring productivity and chargeability targets are met, effective monitoring of transactions is done, and help with pricing, invoicing and collection of outstanding fees
    Office Profitability Performance and Growth
  • Ensure office profitability and performance aligned with the approved business plan for the office
  • Discuss employee/ office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement
  • Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources
    Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 15 years proven Sales experience within the financial/legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success
  • Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity
  • 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 under pressure 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
  • Willing to travel within the country and outside the country when required
Sales Business Development (Asset Management) | JD257 | Miami (United States) - 08 July, 2021
The role is responsible for the management and performance of a highly-successful investment portfolio whilst maintaining new and existing client relationships, including informing clients of market conditions and meeting with them to discuss their portfolio performance and investment objectives.

Main Responsibilities

  • Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
  • Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
  • Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
  • Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
  • Drive sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/exceed individual sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects.
  • Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/clients.
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network.
  • Organize & represent the company at seminars and other industry-related networking events.
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
  • Staying up to date with relevant investment and trading news, and economic trends.
Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Relevant Bachelor’s Degree with over 10 years proven investment and sales experience within the financial/legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success.
  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.
Manager Senior Operations (Fund Services) | JD156 | Mexico - 25 May, 2021
The role is responsible for ensuring that the contractual, regulatory and statutory responsibilities of Amicorp Fund Services are met whilst simultaneously driving the commercial growth of the business by increasing sales. The role holder is responsible for the management of the Fund team in the set-up and administration of a number of investment funds and underlying investors.

Main Responsibilities

    Deal Facilitation:
  • Act as a technical reference point for the Fund business to various Amicorp offices, clients and third parties.
  • Ensure optimal funds’ business structuring.
  • Co-ordinate the drafting and follow and comply with regulatory documents leading to the launch of new funds/related products.
  • Analyze, assess and suggest business structures and transactions, including funds and structured products.
  • Continuous review and suggesting clients on existing structures’ improvements.
  • Comply with commercial, legal, fiscal and regulatory agreements and documents.
  • Act as primary contact with clients and other related parties; Adopt a pro-active and can-do approach with clients.

  • Sales Planning and Growth:
  • Support the sales team in accordance with targets as outlined in personal targets/KPIs.
  • Develop and maintain ambitious sales plan for the country; with focus on the strategies and tactics for acquisition of new business as well as growth of existing business and support for the office network, with the plan centering around the what, where, why, how and when in order to exceed the targets.
  • Actively seek and recognize sales opportunities – identify needs and create an interest and deal with common objections.
  • Further develop and leverage existing relationships and actively prospect new customers and intermediaries (Client Relationship Management).

  • Funds Reporting and Compliance:
  • Responsible for the accurate and timely issuance of funds’ NAVs in line with prospectus, laws and regulations.
  • Minimize pricing errors and ensuring necessary controls so that none exceed 0.5% of NAV.
  • Ensure that work performed is properly invoiced and timely collected.
  • Ensure due diligence at business set-up and on-going.
  • Provide underlying investments’ valuations, as contracted.
  • Co-ordinate the Funds’ financial and fiscal reporting. co-ordinate/prepare Regulatory reporting on Funds and investors.
  • Prepare internal reporting, including competitors’ analysis.
  • Act as a reference point with the Regulator, Auditors, Banks, Brokers, Amicorp group and other related parties.
  • Be pro-active of regulatory changes having an effect on the funds and/or underlying investors.

  • Team Management
  • Manage the funds’ team in the day-to-day activities.
  • Ensure the funds team is capable of delivering the services as agreed with clients.
  • Coordinate and supervise training thus ensuring all staff have adequate competences to execute their functions.
  • Promote and ensure policies, procedures and work-instructions with operational staff in order to achieve a standardized operating model.
  • Propose relevant changes to procedures and systems in order to optimize the internal processes of the funds department.
  • Ensure operational excellence with other Group counterparts.
  • Valuing different cultures and promoting improvement ideas.

  • Other Duties:
  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and/or company secretary, as necessary.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Minimum Bachelor degree with over 12 years’ experience in the investment fund industry and a relevant network with contact to family offices, Investment Advisers, Foreign Investors, Venture Capital Industry and AFORES.
  • Fair knowledge regarding the Mexico's regulations (Ley de Fondos de Inversion, CKDs, CERPIs, CONSAR and CNBV) Knowledge regarding NAV calculations, Fund Accountability, Capital Calls, the tax fund structure and Audit processes. Very good accounting knowledge, hands-on experience with various accounting principles (IFRS, US GAAP). A full understanding of and expertise on both UCITS and Alternative Investment funds and more in particular private equity and venture capital funds.
  • Hands-on experience in accounting with a private equity/real estate organization or service provider (accounting firm, central administration). Previous experiencing of coordinating the work of a team, monitoring progress and reporting activities is desirable.
  • Hands on experience in the field of Fund Accounting, Investor Services, Fund Structuring and/or Fund Directorships. Good understanding of local market Fund regulations. Knowledge of PFX Paxus would be an advantage.
  • Extensive knowledge of the industry, its participants as well as the full suite of services offered by Amicorp Fund Services. Capability to act as a market builder in the country.
  • Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
  • 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.
Sales Business Development (Fund Services) | JD055 | Miami (United States)- 25 May, 2021
The role requires an experienced professional with proven sales experience in the investment fund industry, selling Fund Administration Services to Fund Managers. The role will be primarily accountable for increasing overall sales of and undertaking sales and marketing activities in their broadest sense to generate business and retain both clients and intermediaries for Amicorp Fund Services. The role holder will be building and growing the business by maintaining client relationship with investors located across the country directly or via intermediaries for both local and foreign investors in Venture Capital, Infrastructure, Real State and Growing Companies.

Main Responsibilities

SALES PLANNING AND GROWTH

  • Close sales in accordance with targets as outlined in personal targets/KPIs.
  • Develop and maintain ambitious sales plan for the country in line with the regional plan for Amicorp Fund Services.; with focus on the strategies and tactics for acquisition of new business as well as growth of existing business and support for the office network, with the plan centering around the what, where, why, how and when in order to exceed the targets
  • Based on sales plan apply targeted sales approach, actively seek and recognize sales opportunities – identify needs and create an interest and deal with common objections
  • Further develop and leverage existing relationships and actively prospect new customers and intermediaries (Client Relationship Management)
  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times
  • Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis
  • Collaborate with local and international colleagues and cross sell other Amicorp products
  • Perfect the pitch verbally and visually in a tailor made proposal
  • Represent the company to the highest standard at all times
  • Develop and implement comprehensive growth strategy regarding Fund Administration
  • Create, adapt and execute growth strategies to achieve key business objectives

MARKETING AND PRODUCT DEVELOPMENT

  • Build awareness with marketing tools (contributing to brochures, memo's, writing in- and external news articles, mailings, organizing and attending events etc.)
  • Develop and promote (new) products and services

Other Duties

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and/or company secretary, as necessary.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, skills, and experience

  • Minimum Bachelor degree with over 7 years’ experience in the investment fund industry and a relevant network with family offices, Investment Advisers, Foreign Investors, Venture Capital Industry.
  • Fair knowledge regarding the country's Fund industry regulations. Knowledge regarding NAV calculations, Fund Accountability, Capital Calls, the tax fund structure and Audit processes.
  • Extensive knowledge of the industry, its participants as well as the full suite of services offered by Amicorp Fund Services. Capability to act as a market builder and be one of the first comers within this industry in the country.
  • Strong commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
  • 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 under pressure 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.
  • Willing to travel within the country and outside the country when required.