Trust Officer

Capital Trustees; Ticino; On-site; CHF 120,000 - 180,000; Full time

Job summary

Capital Trustees AG in Switzerland seeks an experienced Trust and Wealth Planning professional to join our regulated team. You will guide high-net-worth client wealth strategies, including arts, real estate, and shipping, with emphasis on compliance.

You will build relationships with lawyers, bankers, chartered accountants, and tax advisors across international markets, especially in the Middle East and Asia, to expand our global wealth management footprint.

Qualifications

• Around five years of business experience in Trust and Wealth Planning for HNWI.
• Experience in a Trust company or law firm dealing with private clients or family offices.
• Familiar with wealth planning in arts, real estate and shipping.
• Knowledge of legal aspects of private investments, real estate transactions and corporate holdings, including due diligence and regulatory compliance.
• LL.M. degree aligns with role requirements.
• Familiar with Sharia Law and its application in wealth planning.
• Fluent in English, Italian, and Russian; a fourth language is a plus.

Responsibilities

• Increase across Emerging Eurasia the Company’s market visibility and recognition of its international trust business within the global wealth management community.
• Develop professional relationships with lawyers, bankers, chartered accountants, tax advisors and so on active in financial markets in target regions.
• Support the team in managing wealth planning for existing clients in the Middle East and Asia.

Skills

Wealth planning

Due diligence

Contract drafting

Cross-border wealth

Education

LL.M. degree

Job description

CAPITAL TRUSTEES AG – Regulated Trustee Company/Finma Licensed

Tasks

• Increase across Emerging Eurasia the Company’s market visibility and recognition of its international trust business within the global wealth management community.
• Development of professional relationship with third parties (lawyers, bankers, chartered accountants, tax advisors and so on) active in financial markets such as Kazakistan, Turkey, Armenia, Uzbekistan and Azerbaijan.
• Support the team in managing wealth planning of existing client in Middle-East and Asia.

Requirements

• Business experience of around five years in Trust and Wealth Planning for HNWI.
• Working experience in a Trust company or Law firm specialized in private clients and or Single/Multi-family offices.
• Familiar with HNWI wealth planning, in particular with arts and collectibles, real estate and shipping.
• Familiar with legal aspects of private investments, real estate transactions and corporate holdings, including drafting contracts and conducting due diligence and regulatory compliance.
• Holding an LL.M. degree, in line with working requirements.
• Familiar with Sharia Law and its application in wealth planning.
• Perfect knowledge of English, Italian and Russian, both written and spoken. A fourth language is a plus.