Role & responsibilities Updating the shareholders register of the investment funds under administration Collecting the subscription documents and KYC documents of new investors Liaising with the compliance department in connection with the investors acceptance process Liaising with external service providers and stakeholders in connection with the Register and TA activity 5AIFM, depository banks, investors, auditors) Ongoing monitoring of the shareholders register and updating of missing / expired KYC documents of investors Assisting the Account Managers of Fund Services by performing transactions related to investors: subscriptions, capital calls, redemptions, distributions, transfer of shares. Assisting the Account Managers of Fund Services by fulfilling the reporting duties in connection with FATCA and CRS regulations Assisting the Account Managers of Fund Services during the annual audit activity by providing support in relation to TA documents TIME RECORDING Accurately record 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 own productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met. Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/ chargeability targets Preferred candidate profile Bachelor or Master degree in Finance and Accounting. At least 2 to 3 years of relevant working experience within the funds industry. Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven. Excellent organizational, interpersonal and communication skills. 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.
PRIMARY DUTIES AND RESPONSIBILITIES Ensure optimal funds business set-ups. Ensure KYC process on investors applications is in line with local regulation and Amicorp Group standards. Ensure proper documentation at each stage of process cycle in accordance with the requirements of the PPM/ Offering documents and compliance with internal Amicorp Group procedures and regulatory requirements. Service fund clients to ensure timely and excellent delivery of services as agreed with each fund. Responsible for accurate and timely issuance of funds NAVs in line with prospectus, laws and regulations. Ultimately responsible for all aspects of fund accounting which include creation of security masters, trade processing, pricing, valuation, recording corporate actions, calculation of interest/dividend accruals, cash/position /dividend/coupon reconciliations, periodic accruals, calculation of management/performance fees, equalization etc. Prepare Regulatory and Financial reporting on Funds and investors, including responding to queries, as applicable. Process Investor transactions of funds (Subscriptions, Redemptions, Transfers and Switches) Distribution of investor statements (Contract notes, NAV statements, documents, etc.) Transaction monitoring and initiating investor payments and internal transfers for funds. Preparation of financial statements, Preparation of PBC items and liaison with Auditors. Pro-actively monitor regulatory changes having an effect on the funds and/or underlying investors Constant monitoring of shareholder services to ensure up to date processing of subscription and redemptions, with timely completion of KYC/ AML checks. TIME RECORDING: Accurately record 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 own productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met. Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/ chargeability targets OTHER DUTIES Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Undertake such other duties, related to the position, as may from time to time be agreed with Management. Qualifications, Skills, and Experience Relevant Bachelor s degree in Accounting, Economics or Business Administration. At least 6 years experience in Fund Administration with good knowledge of the fund services industry. Very good accounting knowledge, hands-on experience with various accounting principles (IFRS, US GAAP). A full understanding of and expertise on Alternative Investment funds and, in particular private equity and real estate funds. Hands on experience in the field of Fund Accounting, Investor Services (Registrar and Transfer Agent services), Fund Structuring and/or Fund Directorships. Good understanding of Fund regulations. Knowledge of PFX Paxus preferred. Excellent organizational, interpersonal and communication skills. 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 with tight deadlines; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role. For
PRIMARY DUTIES AND RESPONSIBILITIES Work with the Global Head of Human Resources to determine business recruitment needs. Determining selection criteria, hiring profiles, and job requirements for vacant positions. Responsible for all external job postings and ads on social media and other targeted advertising forums. Sourcing potential candidates through online company career portals, recruitment sites, job boards, social platforms, as well as print media, posters, and flyers, when required. Drive targeted head-hunting for critical positions. Managing hiring processes via electronic Applicant Tracking System (paper-less HR team) Collaborate with the team on candidate selection after initial applicant screening as well as resume review, evaluating applications and screening candidates via calls or emails, as well as facilitating preinterview assessments, if any. Compiling interview questions and conducting in-person or video call interviews with shortlisted candidates. Co-ordinate business assessments in an efficient and time effective manner. Negotiate offer terms and compensation discussions and arrive at consensus before a formal offer is made. Support business HR team in ensuring success/ closing rate of offers made. Own the initial onboarding by co-odinating with the candidate on onboarding completion from candidates side, conducting reference checks and signing off the mandatory checks required by the Company Facilitate on-boarding formalities for new employees and ensure structured and timely induction in accordance with internal timelines and standards of completion. Extensive use of HR system for documenting processes as well as fostering good relationships with potential candidates and past applicants. Champion Amicorp values and help create a positive, progressive, driven, thriving work environment. DEVELOPMENT OPPORTUNITIES Developing hiring strategies and procedures in line with industry trends, as well as keeping informed of advancements in the field. Preparing hiring forecasts as part of the companys strategic planning. OTHER DUTIES Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Undertake such other duties, related to the position, as may from time to time be agreed with Management. Qualifications, Skills, and Experience University degree with further specialization in Human Resources Management; Recruitment experience of over 10 years working with an external search consultant as well as working as part of in-house TA team; Experience in Fiduciary/ Fund/ Asset Management/ Financial Services will be an added advantage; Should possess excellent domain knowledge (Human Resources Management and Development along with supporting technologies); Positive can-do attitude, influencing skills and a passion for recruitment, people and performance; Highly result driven, with the ability to work with tight turn-around times and deadlines, while ensuring quality; Hands-on with high level of personal accountability for delivering quality and timely work; Completes own role largely independently within defined policies and procedures; High level of computer literacy with excellent hands-on experience with MS Office and HRMS/Recruitment Tools. Exhibits strong leadership, social interpersonal skills; a positive can-do attitude and creativity. Excellent client (stakeholder/ candidate) 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. Anticipates and adapts quickly to changing organizational and business needs. Able to make decisions and solve problems involving varied levels of complexity, ambiguity and risk; Ability to adapt and work under pressure in a smaller, dynamic, flexible team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role. For
SUMMARY This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries. PRIMARY DUTIES AND RESPONSIBILITIES Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects. Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients. Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.). Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network. Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs. Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth. Organize & represent the company at seminars and other industry-related networking events. Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times. Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis. Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets. Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines. Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets. OTHER DUTIES Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Undertake such other duties, related to the position, as may from time to time be agreed with Management. CANDIDATE PROFILE Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success. Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR. Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions. Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven. Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity. 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 under pressure 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. Willing to travel within the country and outside the country when required. Show more Show less
SUMMARY This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries. DUTIES AND RESPONSIBILITIES: Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects. Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients. Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.) Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network. Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs. Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth. Organize & represent the company at seminars and other industry-related networking events. Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times. Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis. Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets. Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines. Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets. CANDIDATE PROFILE: Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success. Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR. Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions. Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven. Exhibits strong leadership, social & interpersonal skills, a positive can-do attitude and creativity. 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 under pressure 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. Willing to travel within the country and outside the country when required. Show more Show less
SUMMARY The role requires an experienced professional with proven sales experience in the Investment Fund industry, selling Fund Administration Services to Fund Managers. The role will be primarily accountable for increasing overall sales of and undertaking sales and marketing activities in their broadest sense to generate business and retain both clients and intermediaries for Amicorp Fund Services . The role holder will be building and growing the business by maintaining client relationship with investors located across the country directly or via intermediaries for both local and foreign investors in Venture Capital, Infrastructure, Real State and Growing companies. PRIMARY DUTIES AND RESPONSIBILITIES: SALES PLANNING AND GROWTH - Close sales in accordance with targets as outlined in personal targets/ KPIs. - Develop and maintain ambitious sales plan for the country in line with the regional plan for Amicorp Fund Services; with focus on the strategies and tactics for acquisition of new business as well as growth of existing business and support for the office network, with the plan centering around the what, where, why, how and when in order to exceed the targets. - Based on sales plan apply targeted sales approach, actively seek and recognize sales opportunities – identify needs and create an interest and deal with common objections - Further develop and leverage existing relationships and actively prospect new customers and intermediaries (Client Relationship Management) - Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times. - Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis. - Collaborate with local and international colleagues and cross sell other Amicorp products - Perfect the pitch verbally and visually in a tailor-made proposal - Represent the company to the highest standard at all times - Develop and implement comprehensive growth strategy regarding Fund Administration - Create, adapt and execute growth strategies to achieve key business objectives MARKETING AND PRODUCT DEVELOPMENT - Build awareness with marketing tools (contributing to brochures, memo's, writing in- and external news articles, mailings, organizing and attending events etc.) - Develop and promote (new) products and services. CANDIDATE PROFILE - Minimum Bachelor degree with over 7 years’ experience in the investment fund industry and a relevant network with family offices, Investment Advisers, Foreign Investors, Venture Capital Industry. - Fair knowledge regarding the country's Fund industry regulations. - Knowledge regarding NAV calculations, Fund Accountability, Capital Calls, the tax fund structure and Audit processes. - Extensive knowledge of the industry, its participants as well as the full suite of services offered by Amicorp Fund Services. Capability to act as a market builder and be one of the first comers within this industry in the country. - Strong commercial drive and a proven ability to penetrate the required market and ensure closure of sales. - Takes initiative, positive and proactive, dedicated, focused and revenue and target driven. - Exhibits strong leadership, social & interpersonal skills, a positive can-do attitude and creativity. - 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 under pressure 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. - Willing to travel within the country and outside the country when required.
SUMMARY The role holder is primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters relation to the Company's Bangalore Central office ("Office"). The role holder is responsible for seamless operational delivery and financial performance (billing) for the Legal and Corporate Services, Accounting Services, Compliance, Tax and Fund Administration Services. They shall also implement, define and document operational procedures relating to execution and be responsible for daily deliverables to all countries supported by the Bangalore office. PRIMARY DUTIES AND RESPONSIBILITIES OPERATIONAL STRATEGY Develop and execute an operational strategy that supports the company’s legal and corporate, accounting and fund administration service lines. Oversee all operational functions, ensuring efficiency, compliance, and client service excellence. Implement best practices in operational management, digital transformation, and risk mitigation. Align operational workflows with business growth, technological innovation, and regulatory changes. OPERATIONS MANAGEMENT Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters. Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline. Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions. Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring. Defining operational execution plans for new billable projects and new client onboardings. Implement, define and document operational procedures relating to execution. Drive standardization and automation to improve fund administration efficiency and reduce errors. Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office. Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect. Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing, Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Develop, maintain and expand contact with Sales team and the country management teams and Account Managers, clients and the intermediaries and ensure that all stakeholders are serviced well. Facilitate enforcing policies, procedures and work-instructions with operational staff in order to achieve a standardized way of working towards the clients. Responsible for implementing appropriate and best of breed systems and operating procedures Leverage the central office delivery capabilities in Bangalore to reach profitability targets Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives. Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model. Facilitate enforcing policies, procedures and work-instructions to achieve a standardized way of working towards the clients. Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process Provide feedback and reports to internal stakeholders. Ensure accurate client time recording and control of client profitability targets. Analyzing all operations and actively driving operational efficiencies. Assist in growing the overall fiduciary and find administration service line. Assess and plan operational capacity and report back to the sales officers to ensure timely delivery. Help define operational processes and assist with the implementation of these process and procedures. Planning and managing projects and contributing to product development and innovation. Promoting operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery. Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery. Maximize utilization of resources and drive cost control measures across operations. Travel to offices / client visits as appropriate to support business requirements and manage deliverables. Help build a high performing operational team to grow the Amicorp business. Maintain high operational standards in trust and corporate services, accounting and Globalization Service and fund administration, and investor services. REGULATORY COMPLIANCE & RISK MANAGEMENT Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations). Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks. Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection. Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations. CLIENT RELATIONSHIP & SERVICE EXCELLENCE Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-net-worth individuals (HNWIs). Act as an escalation point for client concerns related to operational efficiency and service performance. Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services. Collaborate with business development teams to support client acquisition and retention efforts. FINANCIAL OVERSIGHT & RESOURCE MANAGEMENT Manage operational budgets, ensuring cost-effectiveness while maintaining service quality. Optimize resource allocation across teams and geographies to maximize efficiency. Identify and implement cost-saving measures through process improvements and automation. Develop a high-performing workforce through discipline in billing, training and mentoring; as well as manage poor performance quickly and efficiently. Foster a culture of accountability, excellence, and innovation within the operations team. Set and monitor KPIs, performance benchmarks, and operational targets.
SUMMARY This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries. DUTIES AND RESPONSIBILITIES: Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects. Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients. Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.) Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network. Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs. Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth. Organize & represent the company at seminars and other industry-related networking events. Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times. Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis. Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets. Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines. Ensure that individual targets are exceeded/ achieved as well as collaborate to achieve team targets. CANDIDATE PROFILE: Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success. Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR. Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions. Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven. Exhibits strong leadership, social & interpersonal skills, a positive can-do attitude and creativity. 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 under pressure 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. Willing to travel within the country and outside the country when required.
ABOUT US: Amicorp Group is an independent leading global provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients (www.amicorp.com). We are a Hong Kong based Group with an international network of 40+ offices in over 30 countries. Our private ownership further allows us to be fully committed to our client`s long-term financial needs and goals. We aim to provide a safe and stable working environment for our employees, we promote environmental consciousness and contribute positively to the communities in which we are active; we are also soundly profitable. We are proud to have our global team of 700+ specialists who contribute their individual talents to Amicorp’s broad range of expertise and experience. We are international, independent, entrepreneurial and growing fast. We have a fast paced, dynamic, international work environment. Our people possess a strong entrepreneurial and solution driven mindset, and we value people with initiative, creativity, ambition and drive, and we offer market competitive compensation. SUMMARY The role holder is primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters relation to the Company's Bangalore Central office ("Office"). The role holder is responsible for seamless operational delivery and financial performance (billing) for the Legal and Corporate Services, Accounting Services, Compliance, Tax and Fund Administration Services. They shall also implement, define and document operational procedures relating to execution and be responsible for daily deliverables to all countries supported by the Bangalore office. PRIMARY DUTIES AND RESPONSIBILITIES: OPERATIONAL STRATEGY Develop and execute an operational strategy that supports the company’s legal and corporate, accounting and fund administration service lines. Oversee all operational functions, ensuring efficiency, compliance, and client service excellence. Implement best practices in operational management, digital transformation, and risk mitigation. Align operational workflows with business growth, technological innovation, and regulatory changes. OPERATIONS MANAGEMENT Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters. Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline. Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions. Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring. Defining operational execution plans for new billable projects and new client onboardings. Implement, define and document operational procedures relating to execution. Drive standardization and automation to improve fund administration efficiency and reduce errors. Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office. Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect. Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing, Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Develop, maintain and expand contact with Sales team and the country management teams and Account Managers, clients and the intermediaries and ensure that all stakeholders are serviced well. Facilitate enforcing policies, procedures and work-instructions with operational staff in order to achieve a standardized way of working towards the clients. Responsible for implementing appropriate and best of breed systems and operating procedures Leverage the central office delivery capabilities in Bangalore to reach profitability targets Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives. Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model. Facilitate enforcing policies, procedures and work-instructions to achieve a standardized way of working towards the clients. Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process Provide feedback and reports to internal stakeholders. Ensure accurate client time recording and control of client profitability targets. Analyzing all operations and actively driving operational efficiencies. Assist in growing the overall fiduciary and find administration service line. Assess and plan operational capacity and report back to the sales officers to ensure timely delivery. Help define operational processes and assist with the implementation of these process and procedures. Planning and managing projects and contributing to product development and innovation. Promoting operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery. Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery. Maximize utilization of resources and drive cost control measures across operations. Travel to offices / client visits as appropriate to support business requirements and manage deliverables. Help build a high performing operational team to grow the Amicorp business. Maintain high operational standards in trust and corporate services, accounting and Globalization Service and fund administration, and investor services. REGULATORY COMPLIANCE & RISK MANAGEMENT Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations). Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks. Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection. Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations. CLIENT RELATIONSHIP & SERVICE EXCELLENCE Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-net-worth individuals (HNWIs). Act as an escalation point for client concerns related to operational efficiency and service performance. Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services. Collaborate with business development teams to support client acquisition and retention efforts. FINANCIAL OVERSIGHT & RESOURCE MANAGEMENT Manage operational budgets, ensuring cost-effectiveness while maintaining service quality. Optimize resource allocation across teams and geographies to maximize efficiency. Identify and implement cost-saving measures through process improvements and automation. Develop a high-performing workforce through discipline in billing, training and mentoring; as well as manage poor performance quickly and efficiently. Foster a culture of accountability, excellence, and innovation within the operations team. Set and monitor KPIs, performance benchmarks, and operational targets. Candidate Profile: Bachelor's or master's degree in law, Accounting, Tax or another business-related field, additional relevant qualification would be desirable. At least 15 years of experience 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. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities 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
ABOUT US: Amicorp Group is an independent leading global provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients (www.amicorp.com). We are a Hong Kong based Group with an international network of 40+ offices in over 30 countries. Our private ownership further allows us to be fully committed to our client`s long-term financial needs and goals. We aim to provide a safe and stable working environment for our employees, we promote environmental consciousness and contribute positively to the communities in which we are active; we are also soundly profitable. We are proud to have our global team of 700+ specialists who contribute their individual talents to Amicorps broad range of expertise and experience. We are international, independent, entrepreneurial and growing fast. We have a fast paced, dynamic, international work environment. Our people possess a strong entrepreneurial and solution driven mindset, and we value people with initiative, creativity, ambition and drive, and we offer market competitive compensation. SUMMARY The role holder is primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters relation to the Company&aposs Bangalore Central office ("Office"). The role holder is responsible for seamless operational delivery and financial performance (billing) for the Legal and Corporate Services, Accounting Services, Compliance, Tax and Fund Administration Services. They shall also implement, define and document operational procedures relating to execution and be responsible for daily deliverables to all countries supported by the Bangalore office. PRIMARY DUTIES AND RESPONSIBILITIES: OPERATIONAL STRATEGY Develop and execute an operational strategy that supports the companys legal and corporate, accounting and fund administration service lines. Oversee all operational functions, ensuring efficiency, compliance, and client service excellence. Implement best practices in operational management, digital transformation, and risk mitigation. Align operational workflows with business growth, technological innovation, and regulatory changes. OPERATIONS MANAGEMENT Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters. Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline. Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions. Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring. Defining operational execution plans for new billable projects and new client onboardings. Implement, define and document operational procedures relating to execution. Drive standardization and automation to improve fund administration efficiency and reduce errors. Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office. Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect. Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing, Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Develop, maintain and expand contact with Sales team and the country management teams and Account Managers, clients and the intermediaries and ensure that all stakeholders are serviced well. Facilitate enforcing policies, procedures and work-instructions with operational staff in order to achieve a standardized way of working towards the clients. Responsible for implementing appropriate and best of breed systems and operating procedures Leverage the central office delivery capabilities in Bangalore to reach profitability targets Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives. Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model. Facilitate enforcing policies, procedures and work-instructions to achieve a standardized way of working towards the clients. Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process Provide feedback and reports to internal stakeholders. Ensure accurate client time recording and control of client profitability targets. Analyzing all operations and actively driving operational efficiencies. Assist in growing the overall fiduciary and find administration service line. Assess and plan operational capacity and report back to the sales officers to ensure timely delivery. Help define operational processes and assist with the implementation of these process and procedures. Planning and managing projects and contributing to product development and innovation. Promoting operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery. Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery. Maximize utilization of resources and drive cost control measures across operations. Travel to offices / client visits as appropriate to support business requirements and manage deliverables. Help build a high performing operational team to grow the Amicorp business. Maintain high operational standards in trust and corporate services, accounting and Globalization Service and fund administration, and investor services. REGULATORY COMPLIANCE & RISK MANAGEMENT Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations). Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks. Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection. Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations. CLIENT RELATIONSHIP & SERVICE EXCELLENCE Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-net-worth individuals (HNWIs). Act as an escalation point for client concerns related to operational efficiency and service performance. Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services. Collaborate with business development teams to support client acquisition and retention efforts. FINANCIAL OVERSIGHT & RESOURCE MANAGEMENT Manage operational budgets, ensuring cost-effectiveness while maintaining service quality. Optimize resource allocation across teams and geographies to maximize efficiency. Identify and implement cost-saving measures through process improvements and automation. Develop a high-performing workforce through discipline in billing, training and mentoring; as well as manage poor performance quickly and efficiently. Foster a culture of accountability, excellence, and innovation within the operations team. Set and monitor KPIs, performance benchmarks, and operational targets. Candidate Profile: Bachelor&aposs or master&aposs degree in law, Accounting, Tax or another business-related field, additional relevant qualification would be desirable. At least 15 years of experience 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. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities 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 Show more Show less
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
SUMMARY The role will be primarily responsible for administration of a portfolio of Funds, including providing investors and corporate services as necessary. The role holder shall be responsible for overseeing administration of portfolio of Funds and further strengthen the client base of Amicorp Fund Services in the country. PRIMARY DUTIES AND RESPONSIBILITIES - Updating the shareholders register of the investment funds under administration; - Collecting the subscription documents and KYC documents of new investors; - Liaising with the compliance department in connection with the investors’ acceptance process; - Liaising with external service providers and stakeholders in connection with the Register and TA activity 5AIFM, depository banks, investors, auditors); - Ongoing monitoring of the shareholders register and updating of missing / expired KYC documents of investors. - Assisting the Account Managers of Fund Services by performing transactions related to investors: subscriptions, capital calls, redemptions, distributions, transfer of shares. - Assisting the Account Managers of Fund Services by fulfilling the reporting duties in connection with FATCA and CRS regulations; - Assisting the Account Managers of Fund Services during the annual audit activity by providing support in relation to TA documents. TIME RECORDING - Accurately record 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 own productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met. - Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/ chargeability targets CANDIDATE PROFILE - Bachelor or Master degree in Finance and Accounting. - At least 5 years of relevant working experience within the funds industry. - Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven. - Excellent organizational, interpersonal and communication skills. - 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.
Analyze tax legislations / regulations/ guidance to derive requirements independently. Act as the Point of Contact for multiple jurisdictions for any escalations/queries on related to tax treaties, economic substance requirements, anti-abuse rules, CFC, BEPS, Transfer Pricing Documentation. Support teams in local offices with analysis and reporting of Mandatory Disclosure Rules (MDR, DAC6) in the European Union. Assist the Tax Team with the operational tasks as required by the changing dynamics of various jurisdictions, globally like BEPS, POEM, changing tax treaties under the MLI, etc. Be updated with local and global latest tax and compliance laws aimed towards tax transparent economies. Understand the Global taxation rules applicable to U.S. Persons and non-U.S. Persons Work in cooperation with Reporting and Global Manager to arrive at a commercially viable solution for tax and compliance needs Actively support Reporting Manager in creating manuals, policy documents, training materials, tool-kits, etc. Drive process excellence, automation, efficiency initiatives and Ensure SLAs & TAT (deliverables) are met.
Act as a technical reference point for the Fund business to various Amicorp offices, clients and third parties; Attend client meetings and provide technical support to the sales team. Ensure optimal funds business structuring fund administration (AIF), Estate and succession planning, Trust structuring, family trust clients Draft / co-ordinate drafting of legal and regulatory documents leading to the launch of new funds / related products and Estate and succession planning, Trust structuring, and family trust clients Analyze, assess and suggest business structures and transactions, including funds and structured products Continuous review and suggesting clients on existing structures improvements Draft, review and/or approve commercial, legal, fiscal and regulatory agreements and documents Act as primary contact with clients and other related parties; Adopt a pro-active and can-do approach with clients. Serve as the primary point of contact for a portfolio of fund administration clients, family trust clients, and Estate and succession planning etc. building and maintaining strong, long-term relationships. Conduct regular meetings with clients to understand their fund administration needs, regulatory requirements, and reporting preferences. Ensure clients are informed about the full range of fund administration services available and provide expert guidance on best practices. Interpret the data and answer queries that might arise from the Investment Manager or investors regarding the financial statements of a fund and in particular its portfolio investments, fee calculations and NAV per share. Effectively participate in cross departmental projects such as investment fund launches, implementation of new law and tax regulations, structural changes and coordinate projects with limited scope. Assist operational aspects of investment fund set ups and liquidation. Participate to the writing down or to the review of Operating Memoranda, various agreements and resolutions, specific policies, procedures and jurisdictional and product memos
PRIMARY DUTIES AND RESPONSIBILITIES: OPERATIONAL STRATEGY Develop and execute an operational strategy that supports the companys legal and corporate, accounting and fund administration service lines. Oversee all operational functions, ensuring efficiency, compliance, and client service excellence. Implement best practices in operational management, digital transformation, and risk mitigation. Align operational workflows with business growth, technological innovation, and regulatory changes. OPERATIONS MANAGEMENT Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters. Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline. Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions. Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring. Defining operational execution plans for new billable projects and new client onboarding. Implement, define and document operational procedures relating to execution. Drive standardization and automation to improve fund administration efficiency and reduce errors. Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office. Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing. Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Develop, maintain and expand contact with Sales team and the country management teams and Account Managers, clients and the intermediaries and ensure that all stakeholders are serviced well. Facilitate enforcing policies, procedures and work-instructions with operational staff in order to achieve a standardized way of working towards the clients. Responsible for implementing appropriate and best of breed systems and operating procedures Leverage the central office delivery capabilities in Bangalore to reach profitability targets - Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives. Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model. Facilitate enforcing policies, procedures and work-instructions to achieve a standardized way of working towards the clients. Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process. Provide feedback and reports to internal stakeholders. Ensure accurate client time recording and control of client profitability targets. Analyzing all operations and actively driving operational efficiencies. Assist in growing the overall fiduciary and find administration service line. Assess and plan operational capacity and report back to the sales officers to ensure timely delivery. Help define operational processes and assist with the implementation of these process and procedures. Planning and managing projects and contributing to product development and innovation. Promoting operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery. Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery. Maximize utilization of resources and drive cost control measures across operations. Travel to offices / client visits as appropriate to support business requirements and manage deliverables. Help build a high performing operational team to grow the Amicorp business. Maintain high operational standards in trust and corporate services, accounting and Globalization Service and fund administration, and investor services. REGULATORY COMPLIANCE & RISK MANAGEMENT Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations) Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks. Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection. Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations. CLIENT RELATIONSHIP & SERVICE EXCELLENCE Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-networth individuals (HNWIs). Act as an escalation point for client concerns related to operational efficiency and service performance. Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services. Collaborate with business development teams to support client acquisition and retention efforts. FINANCIAL OVERSIGHT & RESOURCE MANAGEMENT Manage operational budgets, ensuring cost-effectiveness while maintaining service quality. Optimize resource allocation across teams and geographies to maximize efficiency. Identify and implement cost-saving measures through process improvements and automation. Develop a high-performing workforce through discipline in billing, training and mentoring; as well as manage poor performance quickly and efficiently. Foster a culture of accountability, excellence, and innovation within the operations team. Set and monitor KPIs, performance benchmarks, and operational targets. CANDIDATE PROFILE: Bachelor or Master Degree in Law, Accounting, Tax or another business related field, additional relevant qualification would be desirable. At least 15 years of experience 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. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities 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.
ABOUT US: Amicorp Group is an independent leading global provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients (www.amicorp.com). We are a Hong Kong based Group with an international network of 40+ offices in over 30 countries. Our private ownership further allows us to be fully committed to our client`s long-term financial needs and goals. We aim to provide a safe and stable working environment for our employees, we promote environmental consciousness, and contribute positively to the communities in which we are active; we are also soundly profitable. We are proud to have our global team of 700+ specialists who contribute their individual talents to Amicorp’s broad range of expertise and experience. We are international, independent, entrepreneurial and growing fast. We have a fast paced, dynamic, international work environment. Our people possess a strong entrepreneurial and solution driven mindset, and we value people with initiative, creativity, ambition and drive, and we offer market competitive compensation. SUMMARY: The role requires an experienced professional with proven sales experience in the Investment Fund industry, selling Fund Administration Services to Fund Managers. The role will be primarily accountable for increasing overall sales of and undertaking sales and marketing activities in their broadest sense to generate business and retain both clients and intermediaries for Amicorp Fund Services. The role holder will be building and growing the business by maintaining client relationship with investors located across the country directly or via intermediaries for both local and foreign investors in Venture Capital, Infrastructure, Real State and growing companies. PRIMARY DUTIES AND RESPONSIBILITIES: SALES PLANNING AND GROWTH Close sales in accordance with targets as outlined in personal targets/ KPIs. Develop and maintain ambitious sales plan for the country in line with the regional plan for Amicorp Fund Services; with focus on the strategies and tactics for acquisition of new business as well as growth of existing business and support for the office network, with the plan centering around what, where, why, how and when in order to exceed the targets. Based on sales plan apply targeted sales approach, actively seek and recognize sales opportunities – identify needs and create an interest and deal with common objections Further develop and leverage existing relationships and actively prospect new customers and intermediaries (Client Relationship Management) Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times. Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis. Collaborate with local and international colleagues and cross sell other Amicorp products Perfect the pitch verbally and visually in a tailor-made proposal Represent the company to the highest standard at all times Develop and implement comprehensive growth strategy regarding Fund Administration Create, adapt and execute growth strategies to achieve key business objectives MARKETING AND PRODUCT DEVELOPMENT Build awareness with marketing tools (contributing to brochures, memo's, writing in- and external news articles, mailings, organizing and attending events etc.) Develop and promote (new) products and services. CANDIDATE PROFILE: Minimum bachelor's degree with over 7 years’ experience in the investment fund industry and a relevant network with family offices, Investment Advisers, Foreign Investors, Venture Capital Industry. Fair knowledge regarding the country's Fund industry regulations. Knowledge regarding NAV calculations, Fund Accountability, Capital Calls, the tax fund structure and Audit processes. Extensive knowledge of the industry, its participants as well as the full suite of services offered by Amicorp Fund Services. Capability to act as a market builder and be one of the first comers within this industry in the country. Strong commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven. Exhibits strong leadership, social & interpersonal skills, a positive can-do attitude and creativity. 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 under pressure 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. Willing to travel within the country and outside the country when required.