Senior Trust and Fiduciary Specialist

vor 1 Monat


Zürich, Zürich, Schweiz CAPITAL TRUSTEES AG Vollzeit
Job Description

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;
Requirements:
  • 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.
Salary Information:

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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