Senior Trust

vor 3 Monaten

Zürich, Schweiz Phoenix Search & Consulting Vollzeit

Role & Responsibilities: 

  • Work closely with the Board of Directors, General Management and other senior colleagues to develop strategic plans and see through to implementation.
  • Review reports/analysis and make recommendations for related Trust initiatives. 
  • Structure, manage and administer all related Trust and Family Office activities, as required. 
  • Plan, organise and control the day-to-day administration and compliance activities, within area of responsibility. 
  • Maintain proficient knowledge of all Trust rules and regulations. 
  • Advise the Board of Directors, General Management and other applicable senior colleagues pertaining to emerging Trust issues. 
  • Consult and guide in the establishment of controls to mitigate risks. 
  • Oversee actions of independent third party and regulatory audits.
  • Preparation for such audits i.e. coordinate responses to external auditors and regulatory examiners. Ensure deficiencies identified from such audits and examinations are corrected etc. 
  • Make recommendations and provide support in the Family Office, strategic, and business matters, as required. 
  • Review and advise on new business in related to Trust related activities. Manage non-legal reviews of Trust documents for new business acceptance. 
  • Lead and support in projects i.e. definition, set-up and see through to completion. Ensure projects are delivered within scope, on time and within budget. Prepare and issue reports for management, audit and regulators, as required. 
  • Manage banking regulations knowledge for complying with Trust related activities. 
  • Ensure compliance with all applicable reporting and record keeping requirements. 
  • Responsible for all applicable regulatory reporting globally. 
  • Any other reasonable activities applicable to the role and seniority of the post holder, as required. 

Key Skills:

  • Degree qualified or equivalent
  • STEP, Trust and Estate Practitioner
  • Sound knowledge of Regulatory, Tax and Accounting topics
  • 8 years + ideally in a similar role
  • English & German fluent
  • Strong communication skills coupled with diplomacy to deal with the demands of a Family Office and its members.

  • Senior Trust Specialist

    vor 1 Woche

    Zürich, Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Job OverviewWe are seeking an experienced Senior Trust Specialist to join our team at Phoenix Search & Consulting. This is a senior leadership role responsible for overseeing the administration and management of trust activities, ensuring compliance with regulatory requirements, and providing strategic guidance to senior colleagues.

  • Senior Trust Officer

    vor 1 Monat

    Zürich, Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Senior Trust OfficerAs a Senior Trust Officer at Phoenix Search & Consulting, you will play a key role in developing and implementing strategic plans to ensure the smooth operation of our trust and family office activities.Key Responsibilities:Collaborate with the Board of Directors and senior colleagues to drive strategic initiatives and ensure effective...

  • Senior Trust Professional

    vor 3 Wochen

    Zürich, Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    **Job Title:** Senior Trust**Job Summary:**We are seeking a skilled Senior Trust professional to join our team at Phoenix Search & Consulting. The ideal candidate will have a strong background in trust operations and management, with excellent communication and interpersonal skills.**Key Responsibilities:**Develop strategic plans and implement them in...

  • Vermögensverwalter als Senior Berater

    vor 4 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    BerufsbildAls Senior Vermögensverwalter bei Helvetic Trust sind Sie verantwortlich für die individuelle und eigenverantwortliche Betreuung und Beratung von Kunden in allen Aspekten der Vermögens- und Anlageberatung.Unsere AnforderungenMehrjährige Erfahrung und fundierte Fachkenntnisse in der Anlageberatung und VermögensverwaltungProfunde Ausbildung im...

  • Wealth Manager as a Senior Partner

    vor 4 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust AG, a leading independent asset manager, is seeking a skilled Wealth Manager as a Senior Partner to cater to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment adviceDevelop...

  • Senior Vermögensverwalter für Strategische Asset Allokation

    vor 1 Woche

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Berufliche HerausforderungAls Senior Vermögensverwalter bei Helvetic Trust AG übernehmen Sie eine führende Rolle in der strategischen Asset Allokation. Mit Ihrer Erfahrung und fundierten Fachkenntnissen in der Anlageberatung und Vermögensverwaltung entwickeln Sie individuelle und eigenverantwortliche Lösungen für unsere Kunden.In dieser Position sind...

  • Senior Trust Officer

    vor 1 Monat

    Zürich, Zürich, Schweiz CAPITAL TRUSTEES AG Vollzeit

    Capital Trustees AG is seeking a highly skilled Senior Trust Officer to join our team in Switzerland. As a key member of our trust services team, you will be responsible for managing a diverse portfolio of structures for internationally oriented clients and entrepreneurial groups.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...

  • Senior Trust and Fiduciary Services Director

    vor 4 Wochen

    Zürich, Zürich, Schweiz Page Executive Vollzeit

    **Senior Trust and Fiduciary Services Director Opportunity**We are seeking an exceptional Trust and Fiduciary Services Director to lead our team in delivering high-quality services to our clients. As a key member of our leadership team, you will be responsible for driving business growth, developing and implementing strategies, and ensuring compliance with...

  • Vermögensverwalter als Senior Partner

    vor 2 Monaten

    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust ist ein unabhängiger Vermögensverwalter, der auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausgerichtet ist. Helvetic Trust bietet an seinen strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Helvetic Trust unterliegt der Regulierung...

  • Senior Investment Manager with Customized Solutions

    Vor 6 Tagen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Job DescriptionWe are seeking an experienced Senior Investment Manager to join our team at Helvetic Trust AG. As a key member of our wealth management department, you will be responsible for providing independent support and advice to high net worth individuals, family offices, foundations, and institutional investors.Key Responsibilities:Develop customized,...

  • Senior Partner in der Vermögensverwaltung

    vor 5 Monaten

    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust ist ein unabhängiger Vermögensverwalter, der auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausgerichtet ist. Helvetic Trust bietet an seinen strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Helvetic Trust unterliegt der Regulierung...

  • Vermögensverwalter als Senior Partner

    vor 2 Monaten

    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust ist ein unabhängiger Vermögensverwalter, der auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausgerichtet ist. Helvetic Trust bietet an seinen strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Helvetic Trust unterliegt der Regulierung...

  • Vermögensverwalter als Senior Partner

    vor 2 Monaten

    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust ist ein unabhängiger Vermögensverwalter, der auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausgerichtet ist. Helvetic Trust bietet an seinen strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Helvetic Trust unterliegt der Regulierung...

  • Wealth Manager as a Senior Partner

    vor 3 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Key ResponsibilitiesWealth Management and Asset Management Services: Develop and implement customized wealth management solutions for high net worth individuals and institutional investors.Client Support and Advice: Provide individualized support and advice to clients in all aspects of wealth and investment advice.Asset Allocation: Implement tailored asset...

  • Wealth Manager Senior Partner

    vor 3 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our wealth management services include portfolio management, asset allocation, and family office solutions.Key ResponsibilitiesProvide independent and bespoke wealth management advice to...

  • Trust Management Specialist

    Vor 6 Tagen

    Zürich, Zürich, Schweiz CAPITAL TRUSTEES AG Vollzeit

    Capital Trustees AG, an independent trustee company based in Switzerland, is seeking a Trust Management Specialist to join our team. This role will involve managing a diverse portfolio of structures for international clients and entrepreneurial groups.Job DescriptionThe successful candidate will have the opportunity to work with clients, intermediaries, and...

  • Finanzberater als Leitender Vermögensverwalter

    vor 2 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    ÜbersichtHelvetic Trust AG ist ein unabhängiger Anbieter von Vermögensverwaltungsdienstleistungen, der sich auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices und Institutionellen ausrichtet.LohnDer geschätzte durchschnittliche Jahresgehalt für diese Position beträgt zwischen 120.000 und 180.000 Euro, je nach Erfahrung und...

  • Managing Partner

    vor 1 Monat

    Zürich, Schweiz Page Executive Vollzeit

    Managing Partner position in trust areaSenior job opportunityAbout Our ClientOur client is a boutique fiduciary and independent advisory firm with headquarters in Zurich. They provide sophisticated planning, advice, and management services with a global reach while maintaining the personalized touch of a boutique firm. Our diverse team, fluent in multiple...

  • Wealth Manager as a Senior Partner

    vor 2 Monaten

    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

  • Vermögensverwalter als Senior Partner

    vor 4 Wochen

    Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust ist ein unabhängiger Vermögensverwalter, der sich auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausrichtet. Wir bieten an unseren strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Unsere Vermögensverwaltung unterliegt der Regulierung...