SENIOR TRUST OFFICER

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profile Job Location:

Zürich - Switzerland

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Independent trustee company based in Switzerland and specialised in trust set-up and administration services

Tasks

  • Manage a mix portfolio of structures (such as trusts investment companies foundations private trust companies) for internationally oriented clients and entrepreneurial groups;
  • Develop working relationships with clients intermediaries and internal contacts to maximise client retention;
  • Work directly with the end-clients their lawyers tax advisers bankers accountants registered agents and other third parties to ensure the proper administration of the structures;
  • Implementation of fiduciary solutions in cooperation with legal and tax advisors;
  • Ensure financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
  • Take part in events as a speaker if needed;
  • Provide support to Legal and Compliance Office;
  • Stay up-to-date with the regulations and trends in the industry.

Requirements

  • Professional experience preferably in trustee companies with international clientele
    exposure or alternatively experience in the private department of legal firms or wealth planning in banking institutions joining a senior position;
  • Strong knowledge of Trust instrument its application and benefits;
  • Good understanding of the relevant laws of the local jurisdiction;
  • Excellent English language skills knowledge of German is an advantage;
  • Strong interpersonal skills combined with an independent working style;
  • Well organised and ability to deal with conflicting demands under pressure;
  • Outgoing personality and confident to speak to end clients;
  • Capacity to understand both clients and our firms needs;
  • Team player open-minded and pragmatic.
  • TEP member is a plus
Independent trustee company based in Switzerland and specialised in trust set-up and administration servicesTasksManage a mix portfolio of structures (such as trusts investment companies foundations private trust companies) for internationally oriented clients and entrepreneurial groups; Develop wo...
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Key Skills

  • Direct Sales
  • Junit
  • Focus
  • Commissioning
  • Information Technology Sales

About Company

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Capital Trustees is an independent trustee company based in Switzerland and specialised in trust set-up and administration services

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