Trust and Estate Professional

Vor 7 Tagen


Stäfa, Zürich, Schweiz JCW Resourcing Vollzeit
Job Description

A reputable trust company in Switzerland is seeking a seasoned professional to manage a diverse portfolio of structures for international clients and entrepreneurial groups. 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 developing 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.

The successful candidate will have excellent English language skills, with knowledge of German being an advantage. Strong interpersonal skills combined with an independent working style are essential, along with the ability to stay up-to-date with regulations and trends in the industry.

Required Skills and Qualifications

  • Professional experience in trustee companies with international clientele exposure, or alternative experience in private departments of legal firms or wealth planning in banking institutions.
  • Strong knowledge of trust instruments, their application, and benefits.
  • Good understanding of relevant laws of local jurisdiction.
  • Excellent English language skills; knowledge of German is an advantage.
  • Strong interpersonal skills combined with independent working style.
  • Well-organized and able to deal with conflicting demands under pressure.


  • Stäfa, Zürich, Schweiz Pictet Vollzeit

    We are seeking a Global Wealth Administration Professional to join our team at Pictet. In this role, you will provide expert support to our clients' wealth management needs, including trust administration, investment advice, and estate planning.The ideal candidate will have strong knowledge of trust instruments, their application, and benefits. They will...


  • Stäfa, Zürich, Schweiz JCW Resourcing Vollzeit

    Wealth Planning and Trust OfficerA 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...


  • Stäfa, Zürich, Schweiz Synpulse8 Vollzeit

    About Synpulse8Synpulse8, a leading independent trustee company based in Switzerland, specializes in trust set-up and administration services for international clients and entrepreneurial groups.Job DescriptionThe Senior Information Technology Consultant we seek will play a vital role in managing a diverse portfolio of structures, including trusts,...


  • Stäfa, Zürich, Schweiz IVY Partners Vollzeit

    Role OverviewThis role requires someone with strong analytical skills who can write software requirements specifications and perform software testing effectively.Key Responsibilities:You will define and maintain the Software Requirements Specification and test cases.You will review software requirements, conduct tests accordingly, and ensure test...


  • Stäfa, Zürich, Schweiz Orca Recruitment Vollzeit

    About the RoleThis is an exciting opportunity to work as a Senior Network and System Professional at Orca Recruitment. The successful candidate will be responsible for managing and maintaining our IT infrastructure, including Microsoft client- / server environments and cloud services.You will need to have experience in administrating and supporting these...


  • Stäfa, Zürich, Schweiz Trust in SODA Vollzeit

    We are looking for a Data Analytics Solutions Specialist to lead the implementation, roll-out, and expansion of analytic solutions at Trust in SODA. This role blends customer-facing responsibilities, solution architecture, and hands-on technical expertise.About the RoleServe as a strategic partner for technical and business stakeholders, driving technical...


  • Stäfa, Zürich, Schweiz LIONSCOUT GROUP Vollzeit

    Join EY as a Benefits and Incentives Professional in our Tax Services Reward team in Zurich. Our team is dedicated to helping clients manage complex challenges in executive/board rewards, pensions/benefits, corporate transactions, and broader-based reward topics.As a Senior Manager, you will be part of a dynamic team that works with a range of clients on...


  • Stäfa, Zürich, Schweiz Trust in SODA Vollzeit

    Trust in SODA is seeking a highly skilled AI Customer Success Lead to drive the growth and adoption of our AI-driven solutions. As a key member of our team, you will be responsible for leading the implementation and expansion of these solutions, blending customer-facing responsibilities with technical expertise.About the OpportunityYou will serve as a...


  • Stäfa, Zürich, Schweiz Trust in SODA Vollzeit

    We are seeking a talented Technical Account Manager - Data Driven Solutions to join our team at Trust in SODA. As a key member of our sales engineering team, you will be responsible for leading the implementation and expansion of our data-driven solutions, blending technical expertise with customer-facing responsibilities.About the RoleYou will serve as a...


  • Stäfa, Zürich, Schweiz Trust in SODA Vollzeit

    We are looking for a highly skilled Business Intelligence Technical Advisor to join our team at Trust in SODA. As a key member of our sales engineering team, you will be responsible for leading the implementation and expansion of our Business Intelligence solutions, blending technical expertise with customer-facing responsibilities.About the OpportunityYou...


  • Stäfa, Zürich, Schweiz Pictet Vollzeit

    Pictet, a leading independent trustee company, is seeking a Portfolio Management Associate to join our team. In this role, you will assist in the management of a diverse portfolio of structures, including trusts, investment companies, foundations, and private trust companies.The ideal candidate will have strong analytical and problem-solving skills, as well...


  • Stäfa, Zürich, Schweiz Pictet Vollzeit

    We are looking for a Fiduciary Solutions Expert to join our team at Pictet. As a trusted advisor, you will provide expert guidance on trust-related matters and develop strategic solutions for our clients.The role involves managing a complex portfolio of structures, requiring strong analytical and problem-solving skills. The ideal candidate will have a deep...


  • Stäfa, Zürich, Schweiz Synpulse8 Vollzeit

    About Synpulse8Synpulse8, an independent trustee company based in Switzerland, offers comprehensive trust set-up and administration services to international clients and entrepreneurial groups.Job SummaryWe are seeking a highly skilled Senior Information Technology Consultant to join our team as a Global Business Consultant. In this role, you will be...


  • Stäfa, Zürich, Schweiz Red Hat Vollzeit

    About the PositionThis role offers a unique opportunity to be part of a well-established engineering department in SMG's Real Estate branch.You will have the chance to work closely with an international team, driving software delivery and innovation.RequirementsTo be considered for this position, you must have:An academic degree in computer science or...

  • Senior Wealth Planner

    Vor 7 Tagen


    Stäfa, Zürich, Schweiz Synpulse8 Vollzeit

    About Synpulse8Synpulse8, a Swiss-based independent trustee company, provides specialized trust set-up and administration services to international clients and entrepreneurial groups.Role OverviewWe are seeking a seasoned Senior Information Technology Consultant to join our team as an International Trust Manager. This role involves managing a diverse...


  • Stäfa, Zürich, Schweiz Salesforce, Inc. Vollzeit

    WeSub is looking for an experienced sales professional to drive growth in the Swiss market.Job Summary :Analyze market trends and identify potential partnersPresentation and engagement with partnersProposal development and co-presentationCRM system utilization for sales activity tracking and analysisDriving growth and contributing to purchasing model...


  • Stäfa, Zürich, Schweiz Kardex Vollzeit

    Required Skills and QualificationsA minimum of 2 years of professional experience in security engineering or a related field.Excellent understanding of web technologies, security principles, and frameworks.Experience in web-related programming languages and a good understanding of operational aspects of website and service security.Ability to conduct tech...


  • Stäfa, Zürich, Schweiz Salesforce Vollzeit

    Senior Principal Engineer Job DescriptionThis is a senior-level position that requires a high degree of technical expertise and business acumen. As Senior Principal Engineer for Car Access, you will be responsible for defining future car access solutions and working closely with customers to understand their requirements.About the RoleYou will have the...


  • Stäfa, Zürich, Schweiz ITL Switzerland Vollzeit

    Job DescriptionYou'll report directly to the CFO / COO and take on responsibilities in both finance and human resources. This role combines day-to-day tasks with projects, offering opportunities to grow and learn substantially in a fast-paced environment.As a part-time finance & HR professional, you'll support the COO / CFO in various areas, including...


  • Stäfa, Zürich, Schweiz eFinancialCareers Vollzeit

    Ready to take your career to the next level? Join us as a German Sales and Customer Account Manager and make a meaningful impactRole Overview:As a German Sales and Customer Account Manager, you'll collaborate with clients to enhance their sales strategies and oversee account management. Based in Athens with a hybrid work setup, you'll analyze performance,...