Senior Relationship Manager

Lotus Partners; Genf; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

Lotus Partners is seeking a Senior Relationship Manager to manage long-term relationships with high-net-worth clients, delivering tailored fiduciary services and overseeing complex structures.

The role involves coordinating with lawyers, tax advisers, and investment managers, participating in client meetings, and ensuring compliant onboarding and governance across entities. Fluency in English is essential, with additional languages advantageous.

Qualifikationen

• Experience in trust/relationship management within a fiduciary or international setting.
• Strong knowledge of trusts, companies and complex wealth structures.
• Proven experience managing a portfolio of international private clients.
• Good understanding of KYC, CDD, compliance and risk requirements.
• Experience in incorporation, administration and liquidation of corporate and trust structures.
• Strong client relationship management and ability to interact with HNW clients and advisors.
• Ability to supervise junior team members and manage multiple priorities.
• Fluent English; additional languages are a plus.

Aufgaben

• Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services.
• Act as the primary contact for clients and oversee administration of complex structures.
• Liaise with external advisors including lawyers, tax advisors and investment managers.
• Participate in client meetings and contribute to new trust and corporate structures.
• Handle day-to-day administration of trusts, companies and other entities.

Kenntnisse

Relationship management

KYC & CDD

HNW client handling

Compliance & risk

Mentoring juniors

English fluency

Ausbildung

Experience in fiduciary/trust environment

Jobbeschreibung

SENIOR RELATIONSHIP MANAGER

Job description

• Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services
• Act as the primary point of contact for clients and oversee the administration of complex structures
• Liaise with external advisors, including lawyers, tax advisors, investment managers and other professional intermediaries
• Participate in client and prospect meetings and contribute to the establishment of new trust and corporate structures
• Handle the day-to-day administration of trusts, companies and other entities, including incorporations, liquidations and the creation or termination of trusts
• Prepare corporate documentation, minutes, memoranda and documentation relating to specific transactions
• Manage the onboarding of new clients and ensure that all required KYC and CDD documentation is complete and compliant with internal procedures
• Coordinate bank account openings and maintain strong relationships with banks and other external partners
• Ensure that client structures and transactions comply with applicable governance, risk and compliance requirements
• Identify and escalation potential risks or risk trends to Senior Management when required
• Supervise and support junior team members, providing guidance on client matters and day-to-day activities
• Contribute to maintaining a high standard of client service across the portfolio

Required profile

• Solid experience in a Trust Officer / Relationship Manager position within a trust company, fiduciary or similar international environment
• Strong knowledge of trusts, companies and complex wealth structures
• Proven experience managing a portfolio of international private clients
• Good understanding of KYC, CDD, compliance and risk requirements applicable to trust and fiduciary activities
• Experience in the incorporation, administration and liquidation of corporate and trust structures
• Strong client relationship management skills and ability to interact confidently with HNW clients and professional advisors
• Ability to manage complex matters independently and take ownership of client relationships
• Previous experience supervising or mentoring junior team members is an advantageExcellent organisational skills, attention to detail and ability to manage multiple priorities
• Proactive, reliable and service-oriented personality
• Excellent communication and interpersonal skills
• Fluent English; additional languages are an asset

All files will be treated with the utmost confidentiality.