Senior Trust Officer

CAPITAL TRUSTEES AG; Ticino; On-site; CHF 120,000 - 180,000; Full time

Job summary

CAPITAL TRUSTEES AG in Switzerland seeks a qualified Brazilian lawyer to drive the growth of its international trust business across LATAM, with a special focus on Brasil.

You will develop professional relationships with lawyers, bankers, chartered accountants and tax advisors active in financial markets of LATAM and Brasil, and support wealth planning for clients.

Drafting contracts, conducting due diligence and ensuring regulatory compliance will also be part of the role.

Qualifications

• Qualified Brazilian lawyer with valid licensure and registration.
• At least three years’ experience in Trust and Wealth Planning for HNWI.
• Experience in private client work, law firms or family offices.
• Familiar with wealth planning for real estate and shipping assets.
• Experience drafting contracts, conducting due diligence and regulatory compliance.
• Fluent in English, Italian, Portuguese and Spanish; a fifth language is a plus.
• TEP qualification or peer-reviewed publications are a plus.

Responsibilities

• Increase the Company’s market visibility and recognition of its international trust business in LATAM, especially Brasil.
• Develop professional relations with lawyers, bankers, chartered accountants and tax advisors active in LATAM markets.
• Support wealth planning for existing clients in Brasil and LATAM.

Skills

Languages: English, Italian, Portugues

Contract drafting

Due diligence

Education

Qualified lawyer in Brasil

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
• TEP qualification is a plus