Trust Officer

vor 2 Wochen

Zürich, Schweiz TN Switzerland Vollzeit

Trust Officer - Zürich

Social network you want to login/join with: Trust, Wealth Management, professional Portuguese speaker, Zürich Switzerland

The International Wealth Management team helps prospective relationships to fulfill their asset distribution, enhancement, and protection needs and objectives. In this regard, the team structures legal and compliant solutions involving asset-holding vehicles such as Private Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The role is also expected to facilitate the integration of legal and governance oversight that takes into account decision making, family values, dispute resolution, and the allocation and management of assets.

Key Responsibilities:
  • Client servicing including: assisting with incorporation of companies, coordination of day-to-day operations, preparation of accounts, reports, shareholder and board meetings alongside other members of your team.
  • Assisting with new business development.
  • Monitor corporate accounting and compliance matters related to client servicing.
  • Develop a thorough product knowledge and general knowledge of the business, and a thorough understanding of client structures.
  • Your team takes care of: incorporation of companies, maintaining companies' legal good standing, and companies’ day-to-day operations.
  • Organize the annual preparation of accounts, reports, shareholder and board meetings together with the Relationship Managers, Accountants, and Paralegals.
  • Detect possible corporate/tax issues.
  • Coordinate and liaise with lawyers, bankers, and notaries.
  • Be the main contact person for clients and their advisers.
  • Coordinate issues concerning taxes, administration, and banking of clients.
Qualifications and Other Requirements:
  • Two to eight years experience in a similar position or with a professional services firm; experience at a trust firm or wealth management firm is highly recommended.
  • Portuguese speaker, fluency in English.
  • Good presentation and commercial sense, client-oriented and entrepreneurship-minded.
  • Management skills and commercial experience.
  • Ability to solve problems, pro-active approach, work independently, and be a team player; demonstrate excellent communication and organizational skills; stress-resistant and able to meet tight deadlines.
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