Senior Trust Executive

vor 2 Wochen


Zurich, Schweiz Phoenix Search & Consulting Vollzeit
About the Role

We are seeking a highly experienced Senior Trust Executive to join our team at Phoenix Search & Consulting. As a key member of our organization, you will play a vital role in managing complex trust relationships and ensuring seamless execution of business activities.

Job Description:
  • Key Responsibilities:
  • Collaborate closely with senior colleagues and external stakeholders to develop strategic plans and oversee their implementation.
  • Review reports and analysis, making recommendations for trust initiatives and driving their successful execution.
  • Effectively manage and administer all related trust and family office activities.
  • Plan, organize, and control day-to-day administration and compliance tasks within your area of responsibility.
  • Stay up-to-date with the latest trust regulations and best practices.
  • Provide expert advice to senior colleagues on emerging trust issues and collaborate on establishing effective risk mitigation controls.
  • Oversee third-party audits and ensure prompt corrective actions are taken in response to any identified deficiencies.
  • Spearhead projects from definition to completion, ensuring they meet scope, timeline, and budget requirements.
  • Prepare and present project reports as needed.
  • Maintain expertise in banking regulations and ensure compliance with all applicable reporting and record-keeping requirements.
  • Take ownership of global regulatory reporting.
Requirements:
  • Degree qualification or equivalent experience.
  • Proficiency in Regulatory, Tax, and Accounting topics.
  • A minimum of 8 years' experience in a similar role.
  • Fluency in English and German.
  • Excellent communication and diplomacy skills to handle the demands of a Family Office.

Estimated Salary: €120,000 - €150,000 per annum, depending on qualifications and experience.


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