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- Aufgaben: Lead strategic planning and manage Trust activities with senior leadership.
- Arbeitgeber: Join a dynamic team focused on Trust and Family Office management.
- Mitarbeitervorteile: Enjoy a collaborative work environment with opportunities for professional growth.
- Warum dieser Job: Make a real impact by guiding Trust initiatives and ensuring compliance.
- Gewünschte Qualifikationen: 8+ years in a similar role, fluent in English and German, degree qualified.
- Andere Informationen: Ideal for those passionate about regulatory, tax, and accounting topics.
Das voraussichtliche Gehalt liegt zwischen 72000 - 108000 € pro Jahr.
Role & Responsibilities: Work closely with the Board of Directors, General Management and other senior colleagues to develop strategic plans and see through to implementation. Review reports/analysis and make recommendations for related Trust initiatives. Structure, manage and administer all related Trust and Family Office activities, as required. Plan, organise and control the day-to-day administration and compliance activities, within area of responsibility. Maintain proficient knowledge of all Trust rules and regulations. Advise the Board of Directors, General Management and other applicable senior colleagues pertaining to emerging Trust issues. Consult and guide in the establishment of controls to mitigate risks. Oversee actions of independent third party and regulatory audits. Preparation for such audits i.e. coordinate responses to external auditors and regulatory examiners. Ensure deficiencies identified from such audits and examinations are corrected etc. Make recommendations and provide support in the Family Office, strategic, and business matters, as required. Review and advise on new business in related to Trust related activities. Manage non-legal reviews of Trust documents for new business acceptance. Lead and support in projects i.e. definition, set-up and see through to completion. Ensure projects are delivered within scope, on time and within budget. Prepare and issue reports for management, audit and regulators, as required. Manage banking regulations knowledge for complying with Trust related activities. Ensure compliance with all applicable reporting and record keeping requirements. Responsible for all applicable regulatory reporting globally. Any other reasonable activities applicable to the role and seniority of the post holder, as required. Key Skills: Degree qualified or equivalent STEP, Trust and Estate Practitioner Sound knowledge of Regulatory, Tax and Accounting topics 8 years + ideally in a similar role English & German fluent Strong communication skills coupled with diplomacy to deal with the demands of a Family Office and its members.
Senior Trust / Family Officer Arbeitgeber: Phoenix Search & Consulting
Kontaktperson:
Phoenix Search & Consulting HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Senior Trust / Family Officer
✨Tip Number 1
Make sure to familiarize yourself with the latest Trust regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in this field.
✨Tip Number 2
Network with professionals in the Trust and Family Office sector. Attend relevant industry events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific projects you've led in the past, especially those that involved strategic planning and compliance. Highlighting your experience in managing complex projects will set you apart from other candidates.
✨Tip Number 4
Showcase your bilingual skills in English and German during conversations. Being fluent in both languages is a significant asset for this role, so be ready to demonstrate your proficiency.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Trust / Family Officer
Tipps für deine Bewerbung 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and skills required for the Senior Trust / Family Officer position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in trust management, compliance activities, and strategic planning. Provide specific examples of past roles where you successfully managed similar responsibilities.
Showcase Communication Skills: Since strong communication skills are essential for this role, include examples in your application that demonstrate your ability to communicate effectively with senior management and stakeholders, especially in a Family Office context.
Proofread Your Application: Before submitting your application, carefully proofread your documents to ensure there are no grammatical errors or typos. A polished application reflects your attention to detail, which is crucial for the role.
Wie du dich auf ein Vorstellungsgespräch bei Phoenix Search & Consulting vorbereitest
✨Showcase Your Strategic Thinking
Be prepared to discuss your experience in developing and implementing strategic plans. Highlight specific examples where you successfully managed projects from inception to completion, ensuring they were delivered on time and within budget.
✨Demonstrate Regulatory Knowledge
Since the role requires a strong understanding of Trust rules and regulations, be ready to talk about your familiarity with these topics. Discuss any relevant experiences you have had with compliance activities and how you have navigated regulatory challenges in the past.
✨Highlight Communication Skills
Effective communication is key in this role. Prepare to provide examples of how you've successfully communicated complex information to senior management or board members. Emphasize your ability to handle sensitive situations with diplomacy.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially in risk mitigation and audit preparation. Think of scenarios where you identified deficiencies and how you addressed them, as well as your approach to guiding teams through compliance processes.
