SENIOR TRUST OFFICER, Zürich

vor 3 Wochen

Zürich, Schweiz TN Switzerland Vollzeit

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;
  • Implement 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;
  • Participate in events as a speaker, if needed;
  • Provide support to the 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 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 with the ability to deal with conflicting demands under pressure;
  • Outgoing personality and confidence to speak to end clients;
  • Capacity to understand both clients' and our firm's needs;
  • Team player, open-minded, and pragmatic;
  • TEP member is a plus.
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