SENIOR TRUST OFFICER

CAPITAL TRUSTEES AG; Zürich; Vor Ort; Vertraulich; Vollzeit

Zusammenfassung

An independent trustee company based in Switzerland is seeking a skilled professional to manage a diverse portfolio of fiduciary structures. This role involves building strong relationships with clients and third parties, ensuring compliance with local laws, and delivering tailored fiduciary solutions. The ideal candidate will have a strong background in trustee services or wealth planning, excellent English skills, and the ability to work independently while being a team player. Join a dynamic environment where your expertise can make a significant impact on client satisfaction and business success.

Qualifikationen

• Experience in trustee companies or legal firms with international clientele.
• Strong knowledge of trust instruments and local laws.

Aufgaben

• Manage a diverse portfolio of structures for international clients.
• Develop relationships with clients and third parties for effective administration.

Kenntnisse

Interpersonal Skills

English Language Skills

Knowledge of Trust Instruments

Understanding of Local Laws

Organizational Skills

Independent Working Style

Team Player

Ausbildung

Professional Experience in Trustee Companies

Legal or Wealth Planning Experience

TEP Membership

Jobbeschreibung

Independent trustee company based in Switzerland and specialised in trust set-up and administration services

Tasks

• Manage a mix portfolio of structures (such as trusts, investment companies, foundations, private trust companies) for internationally oriented clients and entrepreneurial groups;
• Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;
• Work directly with the end-clients, their lawyers, tax advisers, bankers, accountants, registered agents and other third parties to ensure the proper administration of the structures;
• Implementation of fiduciary solutions in cooperation with legal and tax advisors;
• Ensure financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
• Take part in events as a speaker, if needed;
• Provide support to Legal and Compliance Office;
• Stay up-to-date with the regulations and trends in the industry.

Requirements

• Professional experience preferably in trustee companies with international clientele
  exposure, or, alternatively, experience in the private department of legal firms or wealth planning in banking institutions, joining a senior position;
• Strong knowledge of Trust instrument, its application and benefits;
• Good understanding of the relevant laws of the local jurisdiction;
• Excellent English language skills, knowledge of German is an advantage;
• Strong interpersonal skills combined with an independent working style;
• Well organised and ability to deal with conflicting demands under pressure;
• Outgoing personality and confident to speak to end clients;
• Capacity to understand both clients' and our firm's needs;
• Team player, open-minded and pragmatic.
• TEP member is a plus