Trust Manager

vor 3 Wochen


Genf, Schweiz LOTUS Partners Sàrl Vollzeit

For one of our clients, a growing Trust Company based in Geneva, we are looking for a talented

TRUST MANAGER

to strengthen one of their teams and meet the growing needs of their clients.

Responsibilities
  • Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
  • Providing exceptional service to clients and showing an understanding of their needs with tailoring of information to suit.
  • Regularly review client structures, investigate, suggest and drive enhancements where identified.
  • Complex and detailed correspondence with parties such as lawyers, tax advisers, bankers, accountants to provide excellent administration services.
  • Review legal and tax advice where appropriate and adeptly interpret relevant advice.
  • Work with Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures.
  • Mentoring junior staff in the team and greater office.
Profile Required
  • Degree in a business-related field and/or min. 7 years of Trust Administration experience.
  • Excellent written and verbal English communication skills, other languages a plus.
  • Exceptional organisation skills with a fine attention to detail.
  • Team player with the humility to guide and to learn.
  • A firm knowledge of AML/regulatory framework, FATCA/CRS principles.
  • A general understanding of tax law in South Africa and the Middle East.
  • Extensive experience and ease in the use of IT packages including Microsoft Word, PowerPoint and Excel.
  • Demonstratable problem solving skills.
  • Some STEP training a strong asset.

All files will be treated with the utmost confidentiality.

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