Relationship Manager, Trust and Fiduciary - Zurich

AP Executive - Global Executive Search Agency; Zürich; Presencial; CHF 120 000 - 180 000; Tempo integral

Resumo da oferta

AP Executive - Global Executive Search Agency in Zurich seeks an experienced relationship manager for its fiduciary services practice. You will oversee a small yet highly active international client portfolio, contributing to wealth structuring and ongoing administration.

Candidates should have 5-7 years in trust and corporate services, strong communication, and knowledge of corporate law, tax and accounting.

Qualificações

• Trust and corporate services expertise with wealth structuring.
• Proven ability to manage an international client base.
• Clear, concise communication for complex matters.
• Knowledge of corporate law, tax and accounting.
• STEP qualifications are advantageous.
• Fluent English plus German or French; other languages valued.
• Swiss residency and right to work in Switzerland.
• Partial remote flexibility after probation.

Responsabilidades

• Manage a small but active portfolio of international clients.
• Contribute to wealth structuring and ongoing administration.
• Interface with clients across time zones with professional communication.
• Navigate fiduciary and regulatory considerations in Switzerland.

Conhecimentos

Trust & Corporate

Relationship Management

Communication

Law/Tax/Accounting

STEP Credentials

Languages

Swiss Based

Remote Flexibility

Formação académica

Bachelor's degree / advanced certificate

Descrição da oferta de emprego

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.