Relationship Manager

il y a 6 jours


Luxembourg Axis Temps plein

**Description**

Interactions within the team:

- Direct reporting to Team Manager;
- Ensure production planning in accordance with the objectives and schedule established by the Team Manager;
- Achieve performance indicators such as publication of annual accounts, filing of tax returns, and collection of receivables;
- Accomplish weekly tasks defined by the Team Manager;
- Train and mentor new employees;
- Maintain optimal communication with management, clients, intermediaries and public administrations.

Customer Relations:

- Prepare and present service offers based on a good understanding of the client's expectations, needs and objectives of the relationship;
- Draft all necessary service contracts between the client and W-Conseil;
- Ensure the acceptance of new clients in accordance with procedures;
- Coordinate the constitution of the company (draft statutes, administrative formalities,...);
- Interact with third parties such as advisors, banks, notaries, authorities and public administration

Follow up and update the client database;
- Handle all legal aspects of the companies, such as, Board of Directors, Ordinary and Extraordinary General Assemblies, including filings with the Commercial Registry;
- Coordinate the transfer of files to the accounting team and supervise the production of annual accounts by ensuring optimal communication with the technical teams;
- Verify the tax situation of the clients and coordinate the necessary actions with the tax advisors

Prepare corporate tax returns;
- Plan, prepare and carry out the work in compliance with legal, quality and efficiency criteria;
- Review, follow up and validate clients' files in terms of annual accounts, tax returns (direct and indirect) and legal and compliance aspects;
- Identify and analyze the needs and difficulties of clients in order to advise a solution;
- Write invoicing proposals with the Team Manager and the Director.

**Profile**
- Bilingual French/English required. Any other language will be considered an asset;
- Good knowledge of accounting, tax and company law in Luxembourg, as well as anti-money laundering and anti-terrorist financing rules;
- Minimum of 3 years of higher education in law, business administration, management, economics or finance;
- Proven experience of at least three years in finance, accounting, tax services or a similar function within a fiduciary.

**Offer**

Our client offers a permanent contract.


  • Relationship Manager

    il y a 7 jours


    Luxembourg Human Innovation Partners Temps plein

    Human Innovation Partners is currently seeking a Relationship Manager for a prestigious client in Luxembourg. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and offering tailored financial solutions to meet their individual...

  • Client Relationship Manager

    il y a 2 semaines


    Luxembourg EFA Temps plein

    For its Commercial department in Luxembourg, UI efa is looking to recruit a**Client Relationship Manager.** The Client Relationship Management team is focused on maintaining and developing long-term relationships with our key clients. As part of the team, client retention and client satisfaction will be your primary goal. You will nurture and grow the...

  • Client Relationship Manager

    il y a 2 semaines


    Luxembourg Aztec Group Temps plein

    **Reports to Senior Manager / Associate Director / Director** The purpose of this position is to administer a limited portfolio of corporate and fund structures focused on private debt investment-- portfolios, working closely with a dedicated team, and reporting to the Senior Client Relationship Manager / Associate Director - Administration. As Client...

  • Client Relationship Manager

    il y a 2 semaines


    Luxembourg KAPPEUS SERVICES Temps plein

    _**Duration**:_ 6 months - **Location**:_ Luxembourg. - **Start date**:_ Ideally immediate start. One of our clients, a well-known bank in the industry, is looking for a Client Relationship Manager to cover a mission within the Client Services Department **Key responsibilities**: - Key point of contact for clients and opertional departments - Co-ordinate...


  • Luxembourg EFA Temps plein

    The Client Relationship Management team is focused on maintaining and developing long-term relationships with our key clients. As part of the team, client retention and client satisfaction will be your primary goals. You will nurture the relationships by being in close contact with your clients and developing an understanding of their strategy as well as the...


  • Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 294617BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Are you at your best when serving clients and building long-term relationships? - Do you have a “can do” attitude and want to be part of our growth...


  • Luxembourg Julius Baer Temps plein

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Luxembourg Brown Brothers Harriman Temps plein

    Senior Relationship Manager (Luxembourg) At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens...


  • Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 275192BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and maintain...

  • Relationship Manager

    il y a 2 semaines


    Luxembourg Bank of China Luxembourg Temps plein

    Company Description Established in 1979, Bank of China Luxembourg Branch, was the first Chinese bank to set up in the Grand Duchy of Luxembourg. Today Bank of China Europe S.A. has opened branches in Rotterdam, Brussels, Warsaw, Stockholm, Lisbon, Athens and Dublin. As China’s most international and diversified bank, the Bank provides a comprehensive...

  • Senior Associate

    il y a 2 semaines


    Luxembourg Waystone Governance Ltd. Temps plein

    The** Senior Associate - Relationship Management** will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events. **ESSENTIAL DUTIES AND RESPONSIBILITIES** - Management of client...

  • Senior Associate

    il y a 1 semaine


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone leads the way in specialist services for the asset management industry._ - Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. _With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now...


  • Luxembourg CSC (Corporation Service Company) Temps plein

    **Relationship Manager Accounting (Capital Markets)** **Luxembourg** **Full-time, Permanent** **Hybrid **The position** As Relationship Manager Accounting, you play a critical role in the success of our business. Your typical day will see you working on a wide range of diverse and varied projects, including: - Developing balance sheets, profit-and-loss...


  • Luxembourg CSC (Corporation Service Company) Temps plein

    **Relationship Manager Accounting (Capital Markets)** **Strassen, Luxembourg** **Full-time, Permanent** **Hybrid **The position** As Relationship Manager Accounting, you play a critical role in the success of our business. Your typical day will see you working on a wide range of diverse and varied projects, including: - Developing balance sheets,...

  • Relationship Manager Legal

    il y a 1 semaine


    Luxembourg CSC (Corporation Service Company) Temps plein

    Ready to change how business gets done? So are we. **Relationship Manager Legal & Corporate** **Corporate Legal Solutions** **Luxembourg** **Monday to Friday (40 hours per week)** **Hybrid **Some of the things you’ll be doing** As a Relationship Manager Legal & Corporate, you play a critical role in the success of our business. Your typical day will see...

  • Senior Associate

    il y a 7 jours


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving...


  • Luxembourg Axis Temps plein

    En tant que Senior Relationship Manager Accounting, vous jouez un rôle essentiel dans le succès de notre entreprise. Au cours d'une journée type, vous travaillerez sur un large éventail de projets divers et variés, notamment :L'élaboration de bilans, de comptes de profits et pertes et de rapports... **Description** En tant que Senior Relationship...

  • Associate Director

    il y a 2 semaines


    Luxembourg Waystone Governance Ltd. Temps plein

    The** Associate Director - Relationship Management **will be an integral part of the WAYSTONE team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing WAYSTONE across the industry. **ESSENTIAL DUTIES AND RESPONSIBILITIES**: - Management of client...

  • Data Relationship Manager

    il y a 2 semaines


    Luxembourg FE Fundinfo Temps plein

    **FE fundinfo** is looking to recruit a **Data Relationship Manager (hybrid working)** to be based in Luxembourg, Brno (Czech Republic), Woking (UK), or Bialystok (Poland). **Who we are** FE fundinfo is a global leader in investment fund data and technology. By making our industry **Better Connected and Better Informed**, we support investment decisions...

  • Junior Relationship Manager

    il y a 2 semaines


    Luxembourg Northern Trust Corp. Temps plein

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...