Senior Trust Officer
Updated: 08 May 2024
Responsibilities:
- Manage a portfolio of high-net-worth clients, serving as their primary point of contact for all trust-related matters.
- Oversee the administration of trusts, ensuring accuracy and adherence to legal and regulatory standards.
- Collaborate with internal teams, including legal, compliance, and investment professionals, to deliver comprehensive solutions to clients.
- Stay abreast of changes in trust and estate laws and regulations, advising clients accordingly.
Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field; advanced degree or professional certification (e.g., CTFA, STEP) preferred.
- Minimum of 5 years of experience in trust administration, preferably in a fiduciary services environment.
- Strong understanding of trust laws and regulations, with experience working with international clients.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
- Proven ability to work independently and collaboratively in a fast-paced, client-focused environment.
Benefits:
- Competitive salary commensurate with experience
- Opportunities for professional development and advancement
- Vibrant work culture in the heart of Zurich, with easy access to amenities and public transportation
- Hybrid work / home office