Trust Manager

vor 1 Woche


Geneva, Schweiz Serenity Trustee SA Vollzeit

Serenity Trustee SA is part of a management owned Swiss headquartered group providing multi-family office services specialised in private and commercial structuring. As a medium-sized “boutique” provider, we emphasize on personal relations built upon longevity and trust.

As part of our expansion, we are looking for a Trust Manager.

Job description

  • Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
  • Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
  • Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers, accountants to provide excellent administration services.
  • Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
  • Develop and implement strategies for trust accounts, considering tax implications and investment goals
  • Educate clients on trust services and assist on estate planning and wealth management
  • Maintain up-to-date knowledge of trust and estate planning trends, tax laws and regulatory changes
  • Work with Compliance team to ensure adherence to AML & FinIA duties
  • Mentoring a trust officer in the team

Profile required

  • Bachelor’s degree in Finance, Law, Business Administration
  • TEP
  • 5-10 years of Trust Administration experience
  • Fluent in English and French, both written and verbal. Any additional language is a plus
  • Excellent communication, interpersonal and client service skills
  • Exceptional organization skills with a fine attention to detail
  • Team player with the humility to guide and to learn.
  • A firm knowledge of AML/regulatory framework, FATCA/CRS principles
  • A general understanding of international tax law and more specifically UK
  • Extensive experience and ease in the use of IT packages including Microsoft office
  • Proven problem solving skills

The company has an entrepreneurial spirit and offers a challenging opportunity and interesting compensations. If you enjoy working in an international environment, being a real member of a dynamic team, please contact patrick.taverne@serenitytrustee.ch or christian.seifert@serenitytrustee.ch


  • Trust Manager

    vor 4 Wochen


    Geneva, Schweiz LHH Vollzeit

    Our client is an independent multi-family office based in Geneva. It is mainly active in the trust and corporate services. Monitoring existing trust structures and ensuring correct administration. Finding appropriate resolutions if necessary. Reviewing client structures, demonstrating risk awareness, and fulfilling review procedures. Tracking financial...

  • Trust Manager

    vor 4 Wochen


    Geneva, Schweiz Adecco Human Resources AG Vollzeit

    Our client is an independent multi-family office based in Geneva. It is mainly active in the trust and corporate services.Monitoring existing trust structures and ensuring correct administration.Finding appropriate resolutions if necessary.Reviewing client structures, demonstrating risk awareness, and fulfilling review procedures.Tracking financial...

  • Trust Manager

    vor 1 Monat


    Geneva, Schweiz LHH Vollzeit

    Our client is an independent multi-family office based in Geneva. It is mainly active in the trust and corporate services.Monitoring existing trust structures and ensuring correct administration.Finding appropriate resolutions if necessary.Reviewing client structures, demonstrating risk awareness, and fulfilling review procedures.Tracking financial...

  • Trust Manager H/F

    vor 1 Monat


    Geneva, Schweiz Randstad Vollzeit

    We are looking for a Trust Manager (M/F) for our client. Job description: • Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.• Providing exceptional client service, building and maintaining trust with clients, showing...

  • Trust Manager H/F

    vor 1 Woche


    Geneva, Schweiz Randstad (Schweiz) AG Vollzeit

    JobdescriptionWe are looking for a Trust Manager (M/F) for our client. Job description:* Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.* Providing exceptional client service, building and maintaining trust with clients,...

  • Senior Trust Manager

    vor 1 Monat


    1211 Geneva, Schweiz FINDERS SA Vollzeit

    Client:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high standards, with...

  • Senior Trust Manager

    vor 1 Monat


    1211 Geneva, Switzerland FINDERS SA Vollzeit

    Client:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high standards, with strong...

  • Trust Director

    vor 4 Wochen


    Geneva, Schweiz Michael Page Vollzeit

    Administer and enhance client portfolio, ensuring timely care and suggesting improvements.Manage team billing and cash collection efficiently to minimize write-offs.Review client structures, demonstrate risk awareness, and fulfill review procedures.Adhere to contractual and statutory obligations, guiding team members accordingly.Prepare and review reports...

  • Trust Assistant

    vor 2 Wochen


    Geneva, Schweiz Robert Walters Switzerland Vollzeit

    Key Responsibilities:Manage day-to-day administration for fiduciary structuresDraft deeds for structuresReview and enhance client structuresCorrespond with clients and service providersEnsure compliance with regulatory and AML obligationsProvide exceptional client serviceGeneral administrative tasks: scanning, filing, diarising, document preparation, and...

  • Trust Assistant

    Vor 7 Tagen


    Geneva, Schweiz Robert Walters Switzerland Vollzeit

    Key Responsibilities:Manage day-to-day administration for fiduciary structuresDraft deeds for structuresReview and enhance client structuresCorrespond with clients and service providersEnsure compliance with regulatory and AML obligationsProvide exceptional client serviceGeneral administrative tasks: scanning, filing, diarising, document preparation, and...

  • Junior Trusts

    vor 3 Wochen


    Geneva, Schweiz FINDERS SA Vollzeit

    Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation.  A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals!  Due to continuing increases in new business, our client has a new job opening (job...


  • Geneva, Schweiz Michael Page Switzerland Vollzeit

    We are seeking a dedicated Temporary Junior Compliance Officer for a 6 to 9-month contract. The role involves various compliance tasks to ensure adherence to regulatory standards and internal policiesJunior Compliance Officer in Trust - Fixed Term ContractA trust company in Geneva.Description Responsibilities:Compliance Management:Conduct LBA file reviews,...


  • Geneva, Schweiz FINDERS SA Vollzeit

    Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation.  A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals!  Due to continuing increases in new business, our client has a new job opening (job...

  • Entry Level

    vor 2 Wochen


    Geneva, Schweiz FINDERS SA Vollzeit

    Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation.  A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals!  Due to continuing increases in new business, our client has a new job opening (job...

  • Junior Trusts

    vor 3 Wochen


    Geneva, Switzerland FINDERS SA Vollzeit

    Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation.  A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals!  Due to continuing increases in new business, our client has a new job opening (job creation) as...


  • Geneva, Schweiz AP Group Ltd Vollzeit

    Do you have 4 to 6 years of trust accounting experience in the financial / fiduciary industry in Switzerland? With experience in preparing financial statements from bookkeeping records? If you possess these critical skills and experiences, AP Executive have an opportunity to work for a well-known and well regarded multi family office.Ideally you will have a...


  • Geneva, Switzerland FINDERS SA Vollzeit

    Client:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation.  A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals!  Due to continuing increases in new business, our client has a new job opening (job creation) as...


  • Geneva, Schweiz Michael Page Vollzeit

    Responsibilities:Compliance Management:Conduct LBA file reviews, handle KYC documents, maintain records, and manage CRS/FATCA updates.Oversee transaction monitoring, approve documents in M-Files, and update signatory lists.Administrative Support:Open/close business accounts, manage LBA mutations, and prepare statutory documents.Organize and maintain filing...


  • Geneva, Schweiz Pictet & Cie Vollzeit

    Your team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. You will manage client...


  • Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.  You will manage client...