Head of Client Operations

SUMMARY
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, AIF and affiliated companies, 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 & AIF 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.
PRIMARY DUTIES AND RESPONSIBILITIES
- Draft and co-ordinate the drafting of all necessary legal documents required for managing day to day matters of Trusts, AIF 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, AIF 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, 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 or 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

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