Descripción del puesto
For our office in Buenos Aires, Argentina we are looking for an Account Manager:
We are seeking an Account Manager who will be responsible to manage client trusts &
companies and coordinates legal, administrative and banking activities for an international based
portfolio of trusts and companies.
Tasks and Responsibilities:
The role’s responsibilities will include but are not limited to:
• Develop, expand and maintain contacts with clients and their intermediaries, especially high
net worth individuals/ families, acting as a trusted advisor and liaison;
• Manage multiple client relationships, operational risk, service level agreements and
delivering on client requests;
• Handles pricing, recording of chargeable time, invoicing and collection of invoices for a portfolio of clients;
• Following a disciplined approach regarding submission of time sheets and timely review of productivity against targets;
• Following a disciplined approach regarding submission of time sheets and timely review of productivity against targets;
• Acts as liaison between Sales Directors, client / intermediary and foreign Domiciliation
offices;
• AML and REGULATORY MATTERS: Provide support to clients with regards to Self-Declaration
documents, Voluntary disclosure matters, or validation by external tax advisors. Ensure
constant monitoring that all required documents on file are up to date and meet all
regulatory requirements as applicable.
Risk Management
Risk Management
• To ensure all new business establishments and restructuring of existing clients are
compatible with internal guidelines, existing KYC regulations and the respective AML Acts
and Ordinances.
• Obtains documentation (KYC, due diligence, supporting documents) as needed and when
applicable.
• Comply with all internal procedures regarding the correct use of automated programs for
recording all mandatory client and company data.
• To continue enhancing and updating expertise and technical skills.
Requisitos
Qualifications and Required Skills:
• Superior interpersonal, influencing and profiling skills required to conduct interviews and
obtain a detailed understanding of a client or prospects’ facts;
• Client-driven character with a demonstrated ability to actively resolve clients’ concerns
before escalations;
• High level of personal accountability for delivering quality and timely work;
• Able to use a variety of communication skills to influence, overcome objections and/or
resolve conflict when needed;
• Degree in Commerce, Accounting or Law. Holding relevant professional qualifications (STEP,
ICSA, etc…) would be preferred;
• At least 2 years’ experience in a professional accounting, company management or law firm
in advising and handling a portfolio of clients.
• Well-informed about current and relevant legal and AML issues, regulations, investments,
trust, tax and legal developments;
• Excellent English communication skills - both verbal and written;
• The individual needs to be comfortable communicating and dealing with international
clients;
• Capability to work under time pressure and in a dynamic business environment.
Beneficios
International professional exposure.Competitive benefits.
Pleasant working environment.
High autonomy.