SENIOR TRUST OFFICER

vor 12 Stunden


Zürich, Schweiz CAPITAL TRUSTEES 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;
  • Team player, open-minded and pragmatic.
  • TEP member is a plus

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