Senior Trust Officer — International Trusts & Structures

Lotus Partners

Lausanne

On-site

CHF 120,000 - 180,000

Full time

39 hours ago
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Job summary

Lotus Partners in Lausanne seeks a Senior Trust Officer (80-100%) to manage a complex international portfolio of trusts and companies. You will serve as the main contact for clients and intermediaries, working within a small, collaborative team with autonomy and ownership.

The ideal candidate has 5-8 years in a Swiss trust environment, deep knowledge of trust and corporate structures, and fluency in French and English; STEP qualification is expected or in progress.

Qualifications

  • 5-8 years of experience within a Swiss trust company
  • Strong technical expertise in trust and corporate structures
  • Experience handling complex and high-value clients
  • Good knowledge of FATCA and CRS
  • Ability 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

Responsibilities

  • 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

Skills

Trust expertise
Relationship management
AML/KYC knowledge
Independent work
Team orientation
FATCA/CRS knowledge
Fluent French
English proficiency

Education

STEP qualification

Job description

Lotus Partners in Lausanne seeks a Senior Trust Officer (80-100%) to manage a complex international portfolio of trusts and companies. You will serve as the main contact for clients and intermediaries, working within a small, collaborative team with autonomy and ownership.

The ideal candidate has 5-8 years in a Swiss trust environment, deep knowledge of trust and corporate structures, and fluency in French and English; STEP qualification is expected or in progress.

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