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.
Trust Officer (Zürich)
Trust, Wealth Management, professional Portuguese speaker, Zürich Switzerland. Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. ...
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