Trust Manager

vor 3 Wochen

Geneve, Schweiz Step Italia Vollzeit

Posted 15 March, 2024
- Trust Manager

**Reliance**
- Geneva, Switzerland
- Full TimeTrust And Company Service Providers

Reliance was founded on the belief that an independent, professional and client oriented company is best placed to serve a demanding international clientele. Reliance is a family owned company, which has a personal and long-term commitment to provide the security that its clients count on.

The company provides Trustee, Fiduciary and Philanthropic Services and has office in Geneva, Zug/Zurich and Luxembourg. As trustee Reliance is licensed by FINMA and monitored by a supervisory organisation (SO-FIT). The company is a member of the Swiss Association of Trust Companies (SATC).

Due to ongoing growth of the company, for our office in the heart of Geneva, we are looking for a full time **Trust Manager.**

**Responsibilities**:

- Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care;
- Manage team billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimize write-offs;
- Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures;
- Awareness and adherence to contractual and statutory obligations under the group's policies, procedures and guidelines, including the group's core values and expected behaviours, acting as a guide in this respect to members of the team;
- Attendance at, and preparation and review reports, for management and meetings;
- Review client accounts where relevant;
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met;
- Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required
- Ensure a prompt and professional service is provided to clients and intermediaries;
- Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with;
- Through effective administration ensure existing clients are retained;
- Management and training of members of the team, conducting appraisals and performance management reviews;
- Check, delegate and monitor work of team members;
- Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities;
- Ensure team members maintain accurate and up-to-date records of their respective clients on the systems;
- Deputise in the absence of other senior members of the team/department;
- Adhere to Risk & Associate compliance procedures in relation to regulatory requirements and AML legislation;
- Adhere to CPD requirements in accordance with qualification level and in-house procedures;
- Any other duties as deemed necessary by Management.

**Profile**:

- A minimum of 10 years relevant experience in the trust administration
- STEP qualified
- UK legal / tax expertise would be preferred
- Experience and ability to manage a team of Trust Officers
- Good knowledge of trust and corporate structures and a clear understanding of fiduciary responsibilities
- Excellent organisation and prioritisation skills
- Strong client relationship skills
- Ability to contribute to improve the existing work directives and procedures
- Strong focus on compliance and regulatory matters, including but not limited to FATCA and CRS
- A team player with a positive working attitude and ‘hands-on’ mentality
- Good English language skills are essential (both oral and written)
- Viewpoint knowledge would be an advantage

Reliance strives to offer a healthy work-life balance, growth opportunities and job security. Reliance is an equal opportunity employer and applies an equal salary policy.

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