Trust Officer

vor 2 Wochen

Zürich, Zürich, Schweiz Phoenix Search & Consulting GmbH Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

We have been exclusively mandated to recruit for a Trust / Family Officer for an International Bank based in Zurich.

The role will be based in Zurich HQ, working closely with the family members of the bank as a trusted advisor and supporting them through all topics related to the family office, investments, regulatory topics and trust related activities.

The purpose of the Trust Officer role is to deliver a high quality trust and company administration service and develop and enhance client relationships.

Key responsibilities

Trust Management:

  • Actively develop and maintain working relationships with complex and/or high net worth clients, intermediaries and internal contacts in order to provide a quality service and provide best possible client offering and maximise returns
  • Manage and develop a complex portfolio of company and trust structures.
  • Maintain the highest level of trust and company administration by monitoring the team's timeliness, accuracy and output and acting as a point of reference in order to minimise business risk and to encourage a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly, i.e. when dealing with complaints/enquiries
  • Cash management of client portfolio, including the control and clearance of fees
  • Ensure that team and individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
  • Assist with completion of all budget calculations
  • Demonstrate a thorough understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
  • To encourage a culture of upholding the banks values and act as a role model to the team.

Business/Market Knowledge:

  • Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported
  • Update personal knowledge of intermediary/wealth management market, ensuring that the reputation of is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.

Internal Control:

  • Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using the banks systems to store.

Profile

  • Good understanding of the relevant laws of the local jurisdiction
  • Understand the basic features of the different types of investment products
  • Working knowledge of Microsoft packages including Excel, Outlook, and Word
  • Good numeracy skills and ability to understand routine documents
  • Ability to deal with conflicting demands under pressure
  • Ability to demonstrate effective communication skills
  • Knowledge of business procedures, standards, policies and procedures
  • English & German - Fluent (ideally)

Education/Professional Qualifications required

  • A minimum of 5 years relevant trust and company experience
  • Associate of the Chartered Institute of Secretaries & Administrators or Diploma in Offshore Finance & Administration (pre-professional)
  • Or STEP Diploma in International Trust Management,
  • Or Associate of the Chartered Institute of Bankers/IFS,
  • Or Trustee Diploma.

We look forward to receiving your application.

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