Senior Trust Officer

Capital Trustees

Ticino

On-site

CHF 120,000 - 180,000

Full time

6 days ago
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Job summary

Capital Trustees AG is seeking a Brasil-qualified lawyer to lead growth of its international trust business in LATAM, with emphasis on Brasil. The role involves strengthening relationships with lawyers, bankers and tax advisors and supporting wealth planning for high-net-worth clients in Brasil and LATAM.

The candidate should bring at least three years of trust and wealth planning experience, a strong private-client background, and fluency in English, Italian, Portuguese and Spanish.

Qualifications

  • Qualified Brasil-licensed lawyer with bar eligibility
  • 3+ years in Trust and Wealth Planning for HNWI
  • Experience in private client law firms or trust companies
  • Fluent in English, Italian, Portuguese and Spanish; additional language a plus

Responsibilities

  • Increase the company’s market visibility in LATAM with focus on Brasil
  • Develop professional relationships with lawyers, bankers, tax advisors and other third parties in LATAM markets
  • Support wealth planning for existing Brasil and LATAM clients

Skills

HNWI wealth planning
Trust law
Private clients
Contract drafting
Regulatory compliance
Multilingual

Education

Qualified Brasil lawyer

Job description

CAPITAL TRUSTEES AG – Regulated Trustee Company/Finma Licensed

Tasks
  • Increase the Company’s market visibility and recognition of its international trust business within the global wealth management community across LATAM with special focus on Brasil.
  • Development of professional relationship with third parties (lawyers, bankers, chartered accountants, tax advisors and so on) active in financial markets of LATAM and in particular Brasil.
  • Support the team in managing wealth planning of existing client in Brasil and LATAM.
Requirements
  • Qualified lawyer in Brasil
  • Business experience of at least three years in Trust and Wealth Planning for HNWI.
  • Working experience in a Trust company or Law firm specialized in private clients and or Single/Multi-family offices.
  • Familiar with HNWI wealth planning, in particular with real estate and shipping.
  • Familiar with legal aspects of private investments, real estate transactions and corporate holdings, including drafting contracts and conducting due diligence and regulatory compliance.
  • Familiar with wealth planning and inheritance consultancy for sportsman.
  • Fluent in English, Italian, Portuguese and Spanish, both written and spoken
  • Knowledge of a fifth language is a plus
  • Having authored peer-reviewed publications is a plus
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