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Trust Officer​/Zürich

Job in Zurich - Switzerland
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Company: Lexius Search
Full Time position
Listed on 2020-09-27
Job specializations:
  • Finance
  • Law/Legal
    Business Law
Job Description & How to Apply Below
Position: Trust Officer (Zürich)

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, assisting with clientcompany operations, preparation

    of accounts, reports, shareholder and board meetings alongside other members of

    your team
  • Assisting 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
  • Your team takes care of : Incorporation of companies, keep companies legalgood standing, companies’ day-to-day operations.
  • Organise the annual preparation of accounts, reports, shareholder and boardmeetings 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 servicesfirm, experience at a trust firm or wealth management firm is highly recommended
  • Portuguese speaker, fluency in English
  • Good presentation and commercial sense, client oriented and entrepreneurshipminded
  • Management skills and commercial experience
  • You are able to solve problems, have a pro-active approach, work independentlyare a team player, you demonstrate excellent communication and organizationalskills, stress resistant and an ability to to meet tight deadlines.
  • Position Requirements
    Less than 1 Year work experience
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