Relationship Manager

Mission

Team Interaction

• Report directly to the Team Manager.
• Understand and comply with administrative procedures and operating rules, and apply them consistently.

Ensure production planning:

• Meet weekly, monthly and other relevant objectives.
• Follow the team schedule established by the Team Manager.

Ensure that performance indicators are achieved:

• Publication of annual accounts.
• Filing of direct and indirect tax returns.
• Collection of outstanding receivables.
• Carry out weekly tasks as defined by the Team Manager.
• Train new employees by acting as a mentor.
• Maintain effective communication with management, clients, intermediaries and public authorities.

Client Relationship

Your rigorous organisational approach actively contributes to client satisfaction across all services provided:

• Prepare and present service proposals based on a thorough understanding of the client's expectations, needs and objectives.
• Draft all necessary service agreements between the client and W-Conseil.
• Ensure the onboarding and acceptance of new clients in compliance with established procedures.
• Coordinate the incorporation of companies (drafting of articles of association, administrative formalities, etc.).
• Liaise with third parties such as advisors, banks, notaries, authorities and public administrations.
• Monitor and update the client database.
• Handle all corporate legal matters, including Board of Directors meetings, ordinary and extraordinary General Meetings, as well as filings with the Luxembourg Trade and Companies Register.
• Coordinate the transfer of files to the accounting team and supervise the preparation of annual accounts while ensuring effective communication with the technical teams.
• Review clients' tax situations and coordinate the necessary actions with tax advisors.
• Plan, prepare and carry out work in compliance with legal, quality and efficiency requirements.
• Review, monitor and validate client files with regard to annual accounts, direct and indirect tax returns, as well as legal and compliance matters.
• Identify and analyse clients' needs and challenges in order to recommend appropriate solutions.
• Prepare draft invoices in collaboration with the Team Manager and the Director.

Skills

• Fluency in both French and English is mandatory. Any additional language will be considered an advantage.
• Good knowledge of accounting, taxation and Luxembourg corporate law, as well as anti-money laundering and counter-terrorist financing regulations.
• Good understanding of accounting, including the ability to read financial statements and interact effectively with accountants.
• Experience with structures such as securitisation vehicles, unregulated funds and standard SOPARFIs.
• Minimum Bachelor's degree (BAC +3) in Law, Business Administration, Management, Economics or Finance.
• At least three years of proven experience in financial, accounting or tax services, or in a similar position within a fiduciary/accounting firm.