Senior Trust Officer

TN Switzerland; Genf; Vor Ort; CHF 80’000 - 150’000; Vollzeit

Zusammenfassung

An established industry player is seeking a Senior Trust Officer to manage a diverse portfolio of clients. This role involves overseeing fiduciary solutions, collaborating with legal and tax advisors, and ensuring compliance with regulatory requirements. The ideal candidate will have over 10 years of experience in the trust industry, strong interpersonal skills, and a proactive approach to client management. With a focus on delivering exceptional service, this position offers the opportunity to work closely with clients and contribute to their success. If you are a motivated professional with a background in law or accounting, this is a fantastic opportunity to advance your career in a dynamic environment.

Qualifikationen

• 10+ years of experience in the trust industry with strong interpersonal skills.
• Higher education in law, accounting, or economics is required.

Aufgaben

• Manage a complex client portfolio and administer fiduciary solutions.
• Work with clients and third parties to ensure proper administration.

Kenntnisse

Interpersonal Skills

Client Management

Regulatory Compliance

Document Drafting

Accounting Processes

Fiduciary Solutions

Legal Knowledge

Tax Expertise

Ausbildung

Higher Education in Law

University Degree in Accounting or Economics

TEP Qualification

Jobbeschreibung

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The role of Senior Trust Officer is available at an international trust company. The Senior Trust Officer will be responsible for overseeing a large and complex portfolio of clients but also promoting the company's services to current clients and seeking out potential new business opportunities.

Requirements:

• Manage and administer a large and varied client portfolio (such as companies, trusts, and foundations) for clients with international orientation and entrepreneurial groups, including financial, regulatory, accounting, and database reviews, as well as general document/file maintenance.

• Restructure and implement fiduciary solutions in collaboration with tax and legal advisors.

• Directly work with clients, lawyers, accountants, registered agents, bankers, and other third parties to ensure proper administration of the structures.

• Create corporate documents such as resolutions, meeting notes, and letters of wishes, as well as draft contracts, loan agreements, and powers of attorney.

• Manage accounting processes for client mandates, including financial statement preparation and review.

• Provide support to the Legal and Compliance Office.

• Support the Managing Director in maintaining procedures and ensuring compliance with regulatory requirements.

• Stay up-to-date with industry trends and regulations.

• Perform daily administrative tasks for a group of trust and company structures.

Profile

• Higher education or university degree in law, accounting, economics or a similar field.

• TEP qualification is required, UK common law legal and /or tax expertise a strong plus

• Minimum of 10 years of experience in the trust industry.

• Strong interpersonal skills with an independent working style.

• Outgoing personality and confidence when speaking to end clients.

• Understanding of both clients' and our firm's needs.

• Persevering and tenacious attitude with a high energy level.

• Excellent language skills in English and knowledge of French is an advantage.