SENIOR TRUST OFFICER

Independent trustee company based in Switzerland and specialised in trust set-up and administration services

Tasks

– Manage a mix portfolio of structures (such as trusts, investment companies, foundations, private trust companies) for internationally oriented clients and entrepreneurial groups;

– Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;

– Work directly with the end-clients, their lawyers, tax advisers, bankers, accountants, registered agents and other third parties to ensure the proper administration of the structures;

– Implementation of fiduciary solutions in cooperation with legal and tax advisors;

– Ensure financial and non-financial targets are met in order to maintain a sustainable fiduciary business;

– Take part in events as a speaker, if needed;

– Provide support to Legal and Compliance Office;

– Stay up-to-date with the regulations and trends in the industry.

Requirements

– Professional experience preferably in trustee companies with international clientele

exposure, or, alternatively, experience in the private department of legal firms or wealth planning in banking institutions, joining a senior position;

– Strong knowledge of Trust instrument, its application and benefits;

– Good understanding of the relevant laws of the local jurisdiction;

– Excellent English language skills, knowledge of German is an advantage;

– Strong interpersonal skills combined with an independent working style;

– Well organised and ability to deal with conflicting demands under pressure;

– Outgoing personality and confident to speak to end clients;

– Capacity to understand both clients\‘ and our firm\’s needs;

– Team player, open-minded and pragmatic.

– TEP member is a plus