Head of Client Operations - Trust Services (AIF)

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 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 CANDIDATE PROFILE - Relevant Bachelor or Master Degree in Law, Accounting and other relevant professional Trust and AIF related qualifications.

STEP qualification in trust and tax would be highly advantageous - At least 15 years of experience working with trust/ estate law and AIF, 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 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