Trust Officer (Zürich)

Trust Officer Zürich

Trust, Wealth Management, professional Portuguese speaker, Zürich Switzerland

Wealth structuring

The International Wealth Management team helps prospective relationships to fulfill their

asset distribution, enhancement, and protection needs and objectives in this regard,

structures legal and compliant solutions involving asset-holding vehicles such as Private

Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The

role is also expected to facilitate the integration of legal and governance oversight that

takes into account decision making, family values, dispute resolution, and the allocation

and management of assets.

Key responsibilities :

Client servicing including : assisting with Incorporation of companies,

coordination of day-to-day

ssisting with clientcompany operations, preparation

of accounts, reports, shareholder and

board meetings alongside other members of

your team

sisting with new Business Development

Monitor corporate accounting and compliance matters related to client servicing

Develop a thorough product knowledge and general knowledge of the business,

and a thorough understanding of clientstructures

our team takes care of : Incorporation of companies, keep companies legal

good standing, companies’ day-to-day operations.

Organise the annual preparation of accounts, reports, shareholder and board

meetings together with the Relationship Managers, Accountants and Paralegals

Detect possible corporate / tax issues

Coordinate, liaise with lawyers, bankers and notaries

Be the main contact person for clients and their advisers

Coordinate issues concerning taxes, administration and banking of client

Qualifications and other requirements

Two to Eight years experience in a similar position or with a professional services

firm, experience at a trust firm or wealth management firm is highly recommended

ortuguese speaker, fluency in English

Good presentation and commercial sense, client oriented and entrepreneurship

minded

Management skills and commercial experience

You are able to solve problems, have a pro-active approach, work independently

are a team player, you demonstrate excellent communication and organizational

skills, stress resistant and an ability to to meet tight deadlines.