Relationship Manager, Trust and Fiduciary - Zurich in Zürich

Relationship Manager, Trust and Fiduciary - Zurich in Zürich

Zürich Vollzeit Vor Ort
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A respected international and independent fiduciary services business, is looking to recruit an experienced relationship manager for its Zurich office. This is a permanent role within our client's team, managing a small but highly active and complex portfolio of international clients and playing a key part in wealth structuring and ongoing administration of the company.

Key Experience & Skills

  • Trust & Corporate Services Expertise (5-7 years): Solid experience combining detailed administrative work with conceptual wealth structuring, ensuring robust and compliant structures for clients.

  • Relationship Management: Comfortable handling an existing, demanding client base, building long-term trust and pro actively addressing evolving needs.

  • Efficient, Effective Communication: Clear, concise communicator able to manage complex matters with international clients, including off-hours correspondence when necessary.

  • Corporate Law / Tax / Accounting Knowledge: At least a bachelor's degree or advanced certificate with proven experience, enabling you to navigate technical trust, fiduciary and corporate issues with confidence.

  • STEP Qualifications (Advantageous): Professional trust and estate planning credentials are a plus and reflect your commitment to the field.

  • Languages: Fluent English plus either German or French; any additional languages are highly valued in our client's international environment.

  • Swiss Based: Already resident and authorized to work in Switzerland (B/C permit or citizen); we cannot consider candidates who are not already living in Switzerland unless they are Swiss and looking to relocate back to Zurich.

  • Partial Remote Flexibility: For the right candidate, a degree of remote work is possible after a successful probationary period.

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Kontaktdaten:

AP Executive - Global Executive Search Agency Recruiting-Team