Trust Manager

Rhone Trust; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive compensation and benefits

Motivating work environment

Birthday off

Company sponsored events

Professional growth opportunities

Paid time off for charitable activity

Training and development

Public transportation contributions

Zusammenfassung

Rhone, Geneva-based wealth and trust group, seeks a Trust Manager to administer a portfolio of legal entities across multiple jurisdictions while delivering exceptional client service and strict compliance with regulatory requirements.

The role requires a bachelor’s degree or professional qualification (TEP/CPA/CFA), at least 7 years in Trust Administration, and fluency in English; additional languages are a plus.

Qualifikationen

• Bachelor’s degree or professional qualification preferred.
• Minimum 7 years of experience in Trust Administration.
• Experience with international clients and complex trust structures.
• Strong understanding of trust and estate planning principles.
• Excellent communication and client service skills.

Aufgaben

• Manage and administer a portfolio of legal entities across multiple jurisdictions.
• Act as the principal contact for clients, overseeing trust and fiduciary structures, succession planning matters, and wealth preservation arrangements.
• Collaborate with legal, tax and investment professionals to deliver integrated solutions.
• Identify new business opportunities within existing client relationships.
• Review trust accounts, financial statements, and reports for accuracy and timeliness.
• Stay informed of global trends in trust and estate planning and adapt strategies accordingly.
• Maintain confidentiality and adhere to data protection standards.

Kenntnisse

Trust administration

Client relationship management

Analytical skills

Interpersonal communication

MS Office

Fluency in English

Ausbildung

Bachelor’s degree or professional qualification (TEP, CPA, CFA)

Tools

Microsoft Excel

Jobbeschreibung

Rhone is a leading international group founded in 1982 whose key focus is the protection and succession of family wealth. Rhone has 60 experienced staff across offices in the Bahamas, Canada, Hong Kong, Monaco, Singapore and in Switzerland and offers a stimulating and diverse work environment.

To join the Geneva Trust team, Rhone is looking for a:

TRUST MANAGER

JOB DESCRIPTION

The Trust Manager will be responsible for managing and administering a portfolio of legal entities across multiple jurisdictions. Collaborating with the existing team, you will ensure the highest standards of client service while maintaining compliance with relevant laws and regulations.

KEY RESPONSIBILITIES

• Manage and administer a portfolio of legal entities across multiple jurisdictions
• Act as the principal point of contact for clients, overseeing trust and fiduciary structures, succession planning matters, and wealth preservation arrangements while ensuring they remain aligned with clients' individual needs, family dynamics, and objectives.
• Collaborate with legal, tax, and investment professionals to deliver integrated solutions. clients.
• Identify new business opportunities within existing client relationships and actively participate in business development initiatives.
• Review trust accounts, financial statements, and reports, ensuring accuracy and timeliness.
• Stay informed of global trends in trust and estate planning, and adapt strategies to changing legal and financial environments.
• Maintain strict confidentiality and adhere to all data protection and privacy standards.

QUALIFICATIONS

• Bachelor’s degree or professional qualification (e.g., TEP, CPA, CFA) is preferred.
• Minimum 7 years of experience in Trust Administration, with experience in the management of trusts, handling international clients and complex trust structures.
• Good working knowledge of trust and estate planning principles, international tax regulations, and fiduciary responsibilities.
• Exceptional communication and interpersonal skills, with the ability to interact with high-net-worth clients and colleagues from diverse cultural backgrounds.
• Very good knowledge of Microsoft Office product suite.
• Strong analytical and problem-solving abilities, with a keen attention to detail.
• Fluency in English; additional languages are a plus.

WHAT WE OFFER

• Competitive compensation and benefits package.
• Motivating work environment.
• Complimentary day off on your birthday.
• Regular company sponsored events.
• Opportunities for professional growth and career advancement.
• Paid time off to support charitable activities of your choice.
• Training and development including time-off to pursue professional certifications.
• Contribution to public transportation passes

ADDITIONAL INFORMATION

• Location: Geneva
• Start date: As soon as possible
• Work rate: 100%
• Swiss or valid work permit