Reports to Jurisdictional Head of Corporate Services
The purpose of this role is to lead and develop a team providing corporate administration, secretarial, bookkeeping and accounting services to diverse corporate and institutionally owned multi-jurisdictional structures, consisting of companies, limited partnerships and other vehicles. The candidate will act as a director for client companies administered by Corporate Services in accordance with the relevant legislation and regulations. As a senior member of the Corporate Services team, the Associate Director will support the Jurisdictional Head of Corporate Services to deliver the business plan and meet financial targets.
Strategic design and delivery:
- Assist with the design and lead the implementation of the jurisdictional business plan in accordance with Group Strategy and Values
Key responsibilities:
- Client Management: Manage a portfolio of corporate clients ensuring a high level of client satisfaction
- Fiduciary Duties: Act as director of client companies administered by Corporate Services
- Team Management: Lead the corporate service team to deliver agreed business plan and targets, motivate, nurture and develop engaged employees
- Business Development: Support the business development programme by proactively developing client relationships, contributing to cross-selling opportunities and participating in new client proposals and pitches
- Financials and strategic KPIs: Oversee financial performance of client portfolio and drive profitability
Core director responsibilities
Relationship management:
- Maintain and build client relationships and ensure the delivery of client service meets agreed service levels
- Develop and enhance relationships with client advisors, intermediaries and other introducers of work
- Work closely with other Client Relationship Managers across the wider group to strengthen cross-jurisdictional relationships with colleagues and mutual clients
- Act as director of client entities administered by Corporate Services
Performance management:
- Manage the performance of a team ensuring reporting deadlines are met, with oversight on planning, scheduling, and monitoring of workloads
- Actively manage the performance management and development of all team members, including acting as a mentor to your direct reporting lines
- Ensure all members of the Corporate Services team receive appropriate training and development in order to nurture their potential and progress as individuals within the business
- Demonstrate effective communication within the team, providing regular reporting and feedback, so that all targets are met. Act as a matter expert providing technical guidance when required
- Deliver effective leadership in accordance with Aztec’s values
Operational responsibility:
- Act as highest authority on day-to-day queries and as a 4-eyes signatory on service delivery
- Ensure company compliance, risk management and procedural policies are adhered to at all times
- Work closely with support teams to ensure systems and operations are developed to support the services provided by the Corporate Services team, acting as an active sponsor where required and deploying resources on key initiatives to ensure success
- Contribute towards the business-as-a-whole, for instance, in identifying improvements in policies and procedures that apply across the business and ensuring appropriate information and best practice is shared between designated client services teams
Business development:
- Work in conjunction with the central business development team and Jurisdictional Head of Corporate Services, to deliver the business development strategy that fits in with the strategic aims of the Group as well as cross-selling to existing Group clients
- Lead and participate in new client proposals and pitches as necessary and manage the integration of new clients
- Support and, where appropriate, work alongside those with operational responsibility for alternative offerings in Luxembourg, such as fund services and advanced portfolio services in order to execute the business development strategy for those products
Skills, knowledge, expertise:
- Bachelor or Master degree in Law, Accounting, Business management or finance
- At least 9 years of relevant experience in a similar role either inhouse or at outsourced service provider
- Candidate will hold a relevant professional qualification with substantial PQE (Post qualified experience)
- A strong relevant professional network considered as an asset
- Strong technical knowledge, understanding the services being provided and the underlying structures
- Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
- Team leadership skills, with the ability to inspire and develop other
- Ability to design and implement strategy
- Effective communicator in both written and oral communication formats
- Solution-orientated critical thinking
- Very high level of integrity and dependability
General information:
There is a requirement to travel to various locations for business development purposes, managing client relationships, and building relations with colleagues and teams in other Group jurisdictions.
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
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“For all accepted offers of employment with Aztec Financial Services (Luxembourg) S.A, candidates will be required to complete pre-screening requirements, including providing a criminal record certificate (extrait de casier judiciaire).”
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