Trust Manager

ur-capital

Zürich

On-site

CHF 120,000 - 180,000

Full time

14 days+

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Job summary

ur-capital, a leading Swiss international trust company headquartered in Zurich, seeks an experienced professional to manage a portfolio of commercial companies, trusts and foundations within an international environment.

You will act as the primary contact for clients and stakeholders, oversee FATCA/AML/ CRS compliance, and ensure data integrity while contributing to business development. Fluency in English and German is essential.

Qualifications

  • STEP certification (completed or in progress).
  • University degree in Law, Economics, or a related discipline.
  • Proven experience within the international trust and fiduciary industry.
  • Entrepreneurial mindset with initiative and business development focus.
  • Strong organizational and problem-solving skills with a proactive approach.
  • Comfortable with industry-standard IT tools and digital innovation.
  • Fluency in English and German is essential; other languages are a plus.

Responsibilities

  • Manage and develop a portfolio of commercial companies, trusts, and foundations within an international environment.
  • Act as a key point of contact for clients and stakeholders, ensuring high-quality communication and relationship management.
  • Oversee administrative and compliance matters, including FATCA, AML, and CRS requirements.
  • Ensure accuracy, integrity, and supervision of client and entity data and documentation.
  • Contribute actively to client-driven projects and support business growth initiatives.
  • Collaborate cross-functionally to enhance service delivery and identify new opportunities for client engagement.

Skills

Entrepreneurial mindset
Strong organizational skills
Problem-solving
Communication and relationship mgmt
IT tools & digital innovation
English and German fluency

Education

University degree in Law, Economics, or related discipline

Job description

This leading Swiss international trust company plays a strategic role in supporting clients in achieving their financial and structuring objectives across fiduciary services, trusts, domestic and international tax, legal advisory, and broader financial solutions.

With a well-established presence headquartered in Zurich and a network of international offices, the firm serves a sophisticated client base including HNWIs, law firms, family offices, and financial institutions worldwide.

Responsibilities
  • Manage and develop a portfolio of commercial companies, trusts, and foundations within an international environment
  • Act as a key point of contact for clients and stakeholders, ensuring high-quality communication and relationship management
  • Oversee administrative and compliance matters, including FATCA, AML, and CRS requirements
  • Ensure accuracy, integrity, and supervision of client and entity data and documentation
  • Contribute actively to client-driven projects and support business growth initiatives
  • Collaborate cross-functionally to enhance service delivery and identify new opportunities for client engagement
Requirements
  • STEP certification (completed or in progress)
  • University degree in Law, Economics, or a related discipline
  • Proven experience within the international trust and fiduciary industry
  • Entrepreneurial mindset with the ability to take initiative and contribute to business development efforts
  • Strong organizational and problem-solving skills, with a proactive and solutions-oriented approach
  • Comfortable with industry-standard IT tools and open to digital innovation
  • Fluency in English and German is essential; additional languages are a strong asset
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