Senior Trust Officer

Lotus Partners; Vaud; On-site; CHF 120,000 - 180,000; Full time

Job summary

Lotus Partners in Lausanne is seeking a Senior Trust Officer (80-100%) to manage a complex portfolio of international trusts and companies. You will act as a key contact for clients and intermediaries, working in a small, collaborative team with autonomy and a hands-on approach.

You will independently administer structures, oversee governance, perform AML/KYC risk assessments, and liaise with banks, tax advisers and legal counsel.

Qualifications

• 5–8 years of experience within a trust company (Swiss experience strongly preferred).
• Strong technical expertise in trust and corporate structures.
• Fluency in French and English; STEP qualification completed or in progress.

Responsibilities

• Independently administer a portfolio of complex trust and corporate structures.
• Act as main relationship manager for clients and professional intermediaries.
• Oversee governance matters relating to trusts and companies.
• Review and analyse legal, contractual and transactional documentation.
• Participate in onboarding of complex structures.
• Conduct AML/KYC risk assessments and periodic file reviews.
• Liaise with banks, tax advisers and legal counsel.
• Contribute to the improvement of internal processes, controls and best practices.
• Take an active role in daily operational matters.

Skills

French language

English language

FATCA/CRS knowledge

Relationship management

Governance and controls

Education

STEP qualification

Job description

For one of our clients, an Independent Trust Company based in Lausanne, we are looking for a

SENIOR TRUST OFFICER (80-100%)

As Senior Trust Officer, you will manage a complex portfolio of international trusts and companies, and act as a key contact for clients and intermediaries. Working within a small and collaborative team, this role requires autonomy, strong ownership and a hands‑on approach.

Your responsibilities will include:

• Independently administer a portfolio of complex trust and corporate structures
• Act as the main relationship manager for clients and professional intermediaries
• Oversee governance matters relating to trusts and companies
• Review and analyse legal, contractual and transactional documentation
• Participate in the onboarding of complex structures
• Conduct AML/KYC risk assessments and periodic file reviews
• Liaise with banks, tax advisers and legal counsel
• Contribute to the improvement of internal processes, controls and best practices
• Take an active role in daily operational matters

Required profile

• 5–8 years of experience within a trust company (Swiss experience strongly preferred)
• Strong technical expertise in trust and corporate structures
• Experience handling complex and high-value clients
• Good knowledge of FATCA and CRSAbility to work independently and take ownership
• Positive, pragmatic and team-oriented mindset suited to a small structure
• Fluent in French (mandatory) and English
• STEP qualification completed or in progress

All files will be treated with the utmost confidentiality.