Wealth Planning and Trust Officer
Vor 5 Tagen
A respected trust company in Switzerland is seeking a Wealth Planning and Trust Officer to join its team. The ideal candidate will have extensive experience in trustee companies, preferably with exposure to international clientele, or alternatively, experience in the private department of legal firms or wealth planning in banking institutions.
The role involves managing a mixed portfolio of structures for internationally oriented clients and entrepreneurial groups. You will develop strong working relationships with clients, intermediaries, and internal contacts to maximize client retention.
You will work closely with end-clients, their lawyers, tax advisors, bankers, accountants, registered agents, and other third parties to ensure the proper administration of the structures. Key responsibilities include implementing fiduciary solutions in cooperation with legal and tax advisors, ensuring financial and non-financial targets are met, and participating in events as a speaker if needed.
Responsibilities
- Manage a mixed portfolio of structures for internationally oriented clients and entrepreneurial groups.
- Develop working relationships with clients, intermediaries, and internal contacts to maximize client retention.
- Work directly with end-clients, their lawyers, tax advisors, bankers, accountants, registered agents, and other third parties to ensure proper administration of structures.
- Implement fiduciary solutions in cooperation with legal and tax advisors.
- Ensure financial and non-financial targets are met.
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