Trust Portfolio Manager

Vor 6 Tagen


Genf, Genf, Schweiz ZEDRA Vollzeit

The Trust Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders.

Key Responsibilities

  • Day-to-day administration of various entities, including incorporation and liquidation of companies, creation and termination of Trusts, drafting minutes.
  • Potential client contact, attendance at client meetings with relationship managers.
  • Processing expense payments and trust distributions.
  • Monitoring and assisting of invoice payments.
  • Dealing with all formalities relating to bank-account openings and maintaining good relationships with banks and other third parties, on behalf of clients.
  • Preparation of resolutions, minutes of boards of directors and minutes of general meetings, responses to KYC requests.
  • Preparation of memorandums and notes on specific transactions on important events related to the life of trusts.
  • Set up and onboarding of new clients in the administration system; document fulfilment for KYC and FATCA/ES and CRS related matters, onboarding, preparation of closing binders.
  • Risk management process through the identification and reporting of specific risks or risks trends to Senior Management and meet all governance, controls and compliance requirements.
  • Ensure compliance with internal policy and procedures.

Requirements

  • Very good organisational and communication skills.
  • Excellent team player, autonomous and proactive.
  • Fluent level of English is required.
  • 5-6 years of experience in a similar position in the trust industry at a minimum.
  • Experience in dealing with UK res/non dom clients would be beneficial.
  • Commitment to high quality professional service levels and desire to get involved in all elements of lifecycle of structure and administration.

Prior experience in a compliance role is a plus.


  • Trust Officer

    vor 1 Woche


    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our ClientMichael Page - Switzerland is seeking a Trust Officer to join their team in Geneva. The successful candidate will be responsible for managing a varied portfolio of fiduciary structures, including companies and trusts, for global clients. This will involve monitoring the structures from an administrative, financial, and regulatory...

  • Trust Officer

    Vor 3 Tagen


    Genf, Genf, Schweiz ZEDRA Vollzeit

    At ZEDRA, we are seeking a highly skilled Trust Officer to join our team and take direct administrative responsibility for a portfolio of trusts, companies, and other wealth structures. The successful candidate will ensure that first-class service is provided to all clients, intermediaries, and other stakeholders.Key ResponsibilitiesDay-to-day administration...

  • Trust Officer

    vor 1 Monat


    Genf, Genf, Schweiz ZEDRA Vollzeit

    Job Title: Trust OfficerZEDRA is seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the day-to-day administration of various entities, including incorporation and liquidation of companies, creation and termination of Trusts, and drafting minutes.Key Responsibilities:Administer various entities, including...

  • Trust Officer

    vor 1 Woche


    Genf, Genf, Schweiz ZEDRA Vollzeit

    The Trust Officer will be responsible for the day-to-day administration of a portfolio of trusts, companies, and other wealth structures, ensuring high-quality service to clients, intermediaries, and other stakeholders. The role holder will work to identify and mitigate risks across their span of control and collaborate with colleagues to achieve exceptional...

  • Trust Officer

    vor 2 Monaten


    Genf, Genf, Schweiz ZEDRA Vollzeit

    **Job Summary**ZEDRA is seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the day-to-day administration of a portfolio of trusts, companies, and other wealth structures.**Key Responsibilities**Administer various entities, including incorporation and liquidation of companies, creation and termination of...

  • Trust Administrator

    vor 3 Wochen


    Genf, Genf, Schweiz AP Group Ltd Vollzeit

    Trust Administrator Job DescriptionWe are seeking a highly skilled Trust Administrator to join our team in Geneva, Switzerland. As a Trust Administrator, you will play a crucial role in the management of a portfolio of trusts and companies, providing administrative support to our clients and ensuring the smooth operation of our services.Key...

  • Trust Administrator

    vor 3 Wochen


    Genf, Genf, Schweiz AP Group Ltd Vollzeit

    Trust Administrator Job DescriptionWe are seeking a highly skilled Trust Administrator to join our team in Geneva, Switzerland. As a Trust Administrator, you will play a crucial role in the management of a portfolio of trusts and companies, providing administrative support to our clients and ensuring the smooth operation of our services.Key...


  • Genf, Genf, Schweiz Michael Page Vollzeit

    The successful candidate will be responsible for managing a varied portfolio of fiduciary structures, including companies and trusts, for global clients. This will involve monitoring the structures from an administrative, financial, and regulatory perspective, as well as working with clients to provide an exceptional service and understanding their needs.Key...

  • Trust Administrator

    vor 1 Monat


    Genf, Genf, Schweiz AP Group Ltd Vollzeit

    Trust Administrator Job DescriptionWe are seeking a highly skilled Trust Administrator to join our team at AP Group Ltd in Geneva, Switzerland.The successful candidate will be responsible for supporting the management of a portfolio of trusts and companies by assisting with daily administrative tasks, client onboarding, and the formation of new trusts and...

  • Portfolio Manager

    vor 4 Wochen


    Genf, Genf, Schweiz Robert Walters Switzerland Vollzeit

    Job Title: Portfolio ManagerAs a Portfolio Manager at Robert Walters Switzerland, you will be responsible for overseeing the investment process, managing model and real client portfolios, and validating the suitability of investments. Your role will also involve participating in investment committee meetings, preparing quarterly reports for clients, and...

  • Trust Administrator

    vor 1 Monat


    Genf, Genf, Schweiz AP Group Ltd Vollzeit

    About the RoleWe are seeking a highly skilled Trust Administrator to join our team in Geneva, Switzerland. As a key member of our multi-family office, you will be responsible for supporting the management of a portfolio of trusts and companies.Key ResponsibilitiesAssist with daily administrative tasks, including client onboarding and the formation of new...


  • Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a critical role in managing day-to-day trust administration, ensuring compliance with trust deeds, and liaising with stakeholders. Your expertise in trust structures and legal documentation will be essential in drafting resolutions and executing trust-related documents in both...


  • Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAt Michael Page, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for managing day-to-day trust administration, ensuring compliance with trust deeds, and liaising with stakeholders.Key Responsibilities:Trust Administration: Manage trust structures, ensure compliance with...


  • Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Trust Officer - Maternity CoverA trust company in Geneva is seeking a highly skilled Trust Officer to cover an 8-month maternity leave. The ideal candidate will have strong expertise in trust administration, particularly in drafting resolutions, and possess fluency in both French and English.Key Responsibilities:Trust Administration: Manage day-to-day...

  • Portfolio Manager

    vor 4 Wochen


    Genf, Genf, Schweiz Robert Walters Switzerland Vollzeit

    Job Title: Portfolio ManagerAs a Portfolio Manager at Robert Walters Switzerland, you will be responsible for overseeing the investment process, managing model and real client portfolios, and validating the suitability of investments. Your role will also involve participating in investment committee meetings, preparing quarterly reports for clients, and...

  • Trust Officer

    vor 4 Wochen


    Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a crucial role in the administration of trusts, foundations, and companies. Your primary responsibility will be to handle day-to-day tasks, including integration with the trust team, administrative support to management, and preparation of various documents.Key...

  • Trust Officer

    vor 3 Wochen


    Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a crucial role in the administration of trusts, foundations, and companies. Your primary responsibility will be to handle day-to-day tasks, including integration with the trust team, administrative support to management, and preparation of various documents.Key...

  • Trust Officer

    vor 1 Monat


    Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a crucial role in the administration of trusts, foundations, and companies. Your primary responsibility will be to handle day-to-day tasks, including integration with the trust team, administrative support to management, and preparation of various documents.Key...

  • Trust Administrator

    vor 1 Monat


    Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a crucial role in the administration of trusts, foundations, and companies. Your primary responsibility will be to handle day-to-day tasks, including integration with the trust team, administrative support to management, and client-related activities.Key Responsibilities:Trust...

  • Trust Officer

    vor 4 Wochen


    Genf, Genf, Schweiz Michael Page Vollzeit

    Trust Officer Job DescriptionAs a Trust Officer at Michael Page, you will play a crucial role in the administration of trusts, foundations, and companies. Your primary responsibility will be to handle day-to-day tasks, including integration with the trust team, administrative support to management, and preparation of various documents.Key...