Senior IT Specialist

vor 2 Wochen

Stäfa, Schweiz RM IT Professional Resources AG Vollzeit

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

Tasks

  • Manage a mix 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 Legal and Compliance Office.
  • Stay up-to-date with the 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 instrument, its 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 to speak to end clients.
  • Capacity to understand both clients' and our firm's needs.
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