Trust Administrator in Wealth Planning

Trust Administrator in Wealth Planning vacancy for a globally operating Zurich based company in the financial sector.Your tasks:Acting as a Junior Trust Administrator in Wealth Planning Liaising with Relationship Manager as well as Wealth Planners Working on different administrative tasks to support Trust Officers in the daily business like setting up, close...

Trust Administrator -Wealth Management/STEP/ViewpointRole:We are currently seeking a Trust Administrator our client for changing-the-bank and running-the-bank responsibilities. As a Trust Administrator, you will be responsible for managing a portfolio of trusts and ensuring that they comply with both the legal and financial obligations as well as supporting...

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.YOUR CHALLENGE: Assist a team of Trust Officers with the daytoday administration of their books of Companies and Trusts, and...

On behalf of our client, a leading and innovative Swiss private bank, Swisslinx is looking for a Trust Administrator to join the team in Zurich on a % workload. In this role you would be responsible for the administration of international trust structures while working closely with Relationship Managers and Wealth Planners.This is an initial temporary...

At Julius Baer, we appreciate the unique qualities you bring to the table, enabling you to make a significant impact, show initiative, feel empowered, and create value that goes beyond mere wealth accumulation. Let's work together to shape the future of wealth management. YOUR ROLE Support a team of Trust Officers in managing their portfolio of...

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.YOUR CHALLENGE Assist a team of Trust Officers with the day-to-day administration of their books of Companies and Trusts, and...

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.YOUR CHALLENGE Assist a team of Trust Officers with the day-to-day administration of their books of Companies and Trusts, and...

Location: Zurich Salary: Negotiable per annum Job Type:PermanentPosted 10 months agoA successful Swiss trust company based in Zurich is currently in the midst of an exciting phase of growth. They are looking for a trust administrator with two years experience to join its team. The incumbent will be responsible for a portfolio of international trust...

The Senior Wealth Planner Switzerland is the country specific subject matter expert responsible to address (primarily Swiss) clients wealth planning needs and objectives - including relocation to and within Switzerland & structuring through companies, trust, foundations, Family office, insurance solutions and other constellations. Main Duties &...

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.At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial,...

Responsibilities: Coordinate the transition of companies to new service providers Collaborate with Register Agents to facilitate the transfer of shareholders and directorships Update account documentation pertaining to transfers Ensure the database is kept current Prepare various documents including letters and resolutions Communicate with Relationship...

OVERVIEW OF ROLEThis role covers the administrative monitoring of international mandates (trusts and companies) and connected banking affairs.RESPONSIBILITIES Daily assistance with the administration of trusts, companies and complex fiduciary structures as per instructions from the Trust Manager and Trust Officer; Written correspondence with clients and...

Schweiz - Zürich- Business Management, Administration & Support- Global Wealth Management**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Sie bringen Erfahrung in der Finanzplanung oder in der Betreuung von Vermögensverwaltungs- und Anlagekunden mit? Kann man mit Ihnen den Ausbau der Geschäftsaktivitäten...

To further strengthen our Private Wealth team in Zurich, we are looking for a lawyer with a focus on the following areas of lawInheritance and family law, foundation law and art lawAs part of our Private Wealth team, you will advise wealthy individuals and families on all aspects of estate planning, in particular on matrimonial property and inheritance law,...

To further strengthen our Private Wealth team in Zurich, we are looking for a lawyer with a focus on the following areas of law Inheritance and family law, foundation law and art law As part of our Private Wealth team, you will advise wealthy individuals and families on all aspects of estate planning, in particular on matrimonial property and...

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.Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

Unsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit.AufgabenAls Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation. Sie...

Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung. Unser...

Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung. Unser...

Helvetic Trust wurde 2001 gegründet und hat sich seither zu einem erfolgreichen und etablierten Vermögensverwalter und Multi-Family-Office entwickelt.Die bewusst traditionelle, vorsichtige und umsichtige Unternehmensphilosophie widerspiegelt die Werthaltungen des Gründers und der Partner und führt zu klaren und verständlichen Investitionen, einer...