Senior Trust & Private Wealth Relationship Lead

Lotus Partners; Genf; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

Lotus Partners is seeking a Senior Relationship Manager to manage long-term relationships with high-net-worth clients, delivering tailored fiduciary services and overseeing complex structures.

The role involves coordinating with lawyers, tax advisers, and investment managers, participating in client meetings, and ensuring compliant onboarding and governance across entities. Fluency in English is essential, with additional languages advantageous.

Qualifikationen

• Experience in trust/relationship management within a fiduciary or international setting.
• Strong knowledge of trusts, companies and complex wealth structures.
• Proven experience managing a portfolio of international private clients.
• Good understanding of KYC, CDD, compliance and risk requirements.
• Experience in incorporation, administration and liquidation of corporate and trust structures.
• Strong client relationship management and ability to interact with HNW clients and advisors.
• Ability to supervise junior team members and manage multiple priorities.
• Fluent English; additional languages are a plus.

Aufgaben

• Manage and develop long-term relationships with a portfolio of high-net-worth clients, providing tailored trust and fiduciary services.
• Act as the primary contact for clients and oversee administration of complex structures.
• Liaise with external advisors including lawyers, tax advisors and investment managers.
• Participate in client meetings and contribute to new trust and corporate structures.
• Handle day-to-day administration of trusts, companies and other entities.

Kenntnisse

Relationship management

KYC & CDD

HNW client handling

Compliance & risk

Mentoring juniors

English fluency

Ausbildung

Experience in fiduciary/trust environment

Jobbeschreibung

Lotus Partners is seeking a Senior Relationship Manager to manage long-term relationships with high-net-worth clients, delivering tailored fiduciary services and overseeing complex structures.

The role involves coordinating with lawyers, tax advisers, and investment managers, participating in client meetings, and ensuring compliant onboarding and governance across entities. Fluency in English is essential, with additional languages advantageous.