Trust Manager
vor 2 Wochen
Trust Manager
Serenity Trustee SA is part of a management owned Swiss headquartered group providing multi-family office services specialised in private and commercial structuring. As a medium-sized “boutique” provider, we emphasize on personal relations built upon longevity and trust.
As part of our expansion, we are looking for a Trust Manager .
Job description
- Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
- Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
- Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers, accountants to provide excellent administration services.
- Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
- Develop and implement strategies for trust accounts, considering tax implications and investment goals
- Educate clients on trust services and assist on estate planning and wealth management
- Maintain up-to-date knowledge of trust and estate planning trends, tax laws and regulatory changes
- Work with Compliance team to ensure adherence to AML & FinIA duties
- Mentoring a trust officer in the team
Profile required
- Bachelor’s degree in Finance, Law, Business Administration
- TEP
- 5-10 years of Trust Administration experience
- Fluent in English and French, both written and verbal. Any additional language is a plus
- Excellent communication, interpersonal and client service skills
- Exceptional organization skills with a fine attention to detail
- Team player with the humility to guide and to learn.
- A firm knowledge of AML/regulatory framework, FATCA/CRS principles
- A general understanding of international tax law and more specifically UK
- Extensive experience and ease in the use of IT packages including Microsoft office
- Proven problem solving skills
The company has an entrepreneurial spirit and offers a challenging opportunity and interesting compensations. If you enjoy working in an international environment, being a real member of a dynamic team, please contact patrick.taverne@serenitytrustee.ch or christian.seifert@serenitytrustee.ch
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