Senior Trust and Fiduciary Specialist
vor 1 Monat
Capital Trustees AG is seeking a highly skilled Senior Trust and Fiduciary Specialist to join its team in Switzerland. As a key member of the company, you will play a crucial role in managing a diverse portfolio of trust structures for international clients.
Key Responsibilities:- Develop and maintain strong relationships with clients, intermediaries, and internal contacts to ensure optimal client satisfaction and retention;
- Collaborate with clients, lawyers, tax advisors, bankers, accountants, and other stakeholders to administer trust structures efficiently;
- Implement fiduciary solutions in conjunction with legal and tax experts;
- Maintain a deep understanding of industry regulations and trends to ensure compliance and competitiveness;
- Contribute to business growth by identifying new opportunities and providing exceptional service to clients;
- Minimum 5 years of experience in trustee companies or private banking departments with a strong focus on international clientele;
- Demonstrated expertise in trust instruments, their applications, and benefits;
- Familiarity with local laws and regulations governing trust structures;
- Excellent English language skills; knowledge of German is an asset;
- Strong interpersonal skills, ability to work independently, and excellent organizational skills;
- Outgoing personality, confident in communication with clients, and a team player with a pragmatic approach;
- TEP membership is highly desirable.
We offer a competitive salary of CHF 120,000 - 150,000 per annum, commensurate with experience, as well as a comprehensive benefits package.
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Senior Fiduciary Expert
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Zürich, Zürich, Schweiz CAPITAL TRUSTEES AG VollzeitCapital Trustees AG, an independent trustee company based in Switzerland, offers a unique opportunity for a Senior Fiduciary Expert to join our team. With a focus on trust set-up and administration services for internationally oriented clients and entrepreneurial groups, we are looking for an experienced professional who can manage a diverse portfolio of...
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Zürich, Zürich, Schweiz CAPITAL TRUSTEES AG VollzeitJob DescriptionWe are seeking a highly skilled Trustee and Fiduciary Expert to join our team at CAPITAL TRUSTEES AG. This senior role will involve managing a diverse portfolio of trust structures for internationally oriented clients and entrepreneurial groups.Key Responsibilities:Develop strong working relationships with clients, intermediaries, and internal...
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