Sr. Property Underwriter

Independent trustee company based in Switzerland and specialised in trust set-up and administration services.

Tasks

• Manage a mixed portfolio of structures (such as trusts, investment companies, foundations, private trust companies) for internationally oriented clients and entrepreneurial groups.
• Develop working relationships with clients, intermediaries, and internal contacts to maximise client retention.
• Work directly with the end-clients, their lawyers, tax advisers, bankers, accountants, registered agents, and other third parties to ensure the proper administration of the structures.
• Implementation of fiduciary solutions in cooperation with legal and tax advisors.
• Ensure financial and non-financial targets are met in order to maintain a sustainable fiduciary business.
• Take part in events as a speaker, if needed.
• Provide support to the Legal and Compliance Office.
• Stay up-to-date with regulations and trends in the industry.

Requirements

• Professional experience preferably in trustee companies with international clientele exposure, or alternatively, experience in the private department of legal firms or wealth planning in banking institutions, joining a senior position.
• Strong knowledge of Trust instruments, their application, and benefits.
• Good understanding of the relevant laws of the local jurisdiction.
• Excellent English language skills; knowledge of German is an advantage.
• Strong interpersonal skills combined with an independent working style.
• Well organised and ability to deal with conflicting demands under pressure.
• Outgoing personality and confident in speaking to end clients.
• Capacity to understand both clients' and our firm's needs.
• Team player, open-minded, and pragmatic.
• TEP member is a plus.