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Lotus Partners; Lausanne; On-site; CHF 120,000 - 180,000; Full time

Job summary

Lotus Partners in Lausanne seeks a Senior Trust Officer (80-100%) to manage a complex international portfolio of trusts and companies. You will serve as the main contact for clients and intermediaries, working within a small, collaborative team with autonomy and ownership.

The ideal candidate has 5-8 years in a Swiss trust environment, deep knowledge of trust and corporate structures, and fluency in French and English; STEP qualification is expected or in progress.

Qualifications

• 5-8 years of experience within a Swiss trust company
• Strong technical expertise in trust and corporate structures
• Experience handling complex and high-value clients
• Good knowledge of FATCA and CRS
• Ability to work independently and take ownership
• Positive, pragmatic and team-oriented mindset suited to a small structure
• Fluent in French (mandatory) and English
• STEP qualification completed or in progress

Responsibilities

• Independently administer a portfolio of complex trust and corporate structures
• Act as the main relationship manager for clients and professional intermediaries
• Oversee governance matters relating to trusts and companies
• Review and analyse legal, contractual and transactional documentation
• Participate in the onboarding of complex structures
• Conduct AML/KYC risk assessments and periodic file reviews
• Liaise with banks, tax advisers and legal counsel
• Contribute to the improvement of internal processes, controls and best practices
• Take an active role in daily operational matters

Skills

Trust expertise

Relationship management

AML/KYC knowledge

Independent work

Team orientation

FATCA/CRS knowledge

Fluent French

English proficiency

Education

STEP qualification

Job description

Senior Trust Officer (80-100%)

For one of our clients, an Independent Trust Company based in Lausanne, we are looking for a

Job description

As Senior Trust Officer, you will manage a complex portfolio of international trusts and companies, and act as a key contact for clients and intermediaries. Working within a small and collaborative team, this role requires autonomy, strong ownership and a hands-on approach.

Your responsibilities will include:

• Independently administer a portfolio of complex trust and corporate structures
• Act as the main relationship manager for clients and professional intermediaries
• Oversee governance matters relating to trusts and companies
• Review and analyse legal, contractual and transactional documentation
• Participate in the onboarding of complex structures
• Conduct AML/KYC risk assessments and periodic file reviews
• Liaise with banks, tax advisers and legal counsel
• Contribute to the improvement of internal processes, controls and best practices
• Take an active role in daily operational matters

Required profile

• 5-8 years of experience within a trust company (Swiss experience strongly preferred)
• Strong technical expertise in trust and corporate structures
• Experience handling complex and high-value clients
• Good knowledge of FATCA and CRS
• Ability to work independently and take ownership
• Positive, pragmatic and team-oriented mindset suited to a small structure
• Fluent in French (mandatory) and English
• STEP qualification completed or in progress

All files will be treated with the utmost confidentiality.