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Senior Trust Manager
vor 2 Wochen
Job Title:
Senior Trust Manager
Employment Type:
Full-Time
Work Location:
Central Switzerland
About the Role
Do you have a strong background in fiduciary services, an entrepreneurial mindset, and a passion for leadership? Are you skilled at providing holistic client advisory while fostering both professional and personal growth within your team? If yes, then you're exactly the right fit for our client — an established fiduciary firm based in
Central Switzerland
.
Key Responsibilities
- Lead and manage a team of 4–6 professionals, both operationally and strategically.
- Maintain and expand existing client mandates while actively developing new relationships.
- Serve as the primary contact for SME clients on all fiduciary matters.
- Oversee mandate management, including annual financial statements, taxation, payroll, and consulting services.
Qualifications / Skills Required
- Completed commercial training with advanced certification as a
Swiss Certified Fiduciary Expert
. - Several years of fiduciary experience with client mandate responsibility.
- Proven experience (or initial exposure) in team leadership or management.
- Strong knowledge of the
Swiss Code of Obligations (OR)
and financial statement preparation. - Fluent in German (C2)
and
proficient in English (B1/B2)
. - Skilled in
MS Office, Abacus, and Dr. Tax
. - Independent, structured, and team-oriented personality with strong interpersonal and motivational skills.
Salary & Benefits
- Flexible working hours with
1–2 days of home office per week
. - 25–30 vacation days
, with sabbatical or unpaid leave options. - Flat hierarchies with ample space for innovation and ownership.
- Continuous professional development opportunities in a modern work environment.
Apply Now