Job Description



We are looking for a Senior Trust Officer for a human size company in Zurich with UHNW clients.




Responsibilities:

• Manage a diverse portfolio of clients, that includes companies, trusts, and other institutions with international orientations.


• Make sure compliance concerning financial, regulatory and legal requirements.


• Collaborate with tax and legal advisors to restructure and implement fiduciary solutions.


• Prepare corporate files like trust deeds, resolutions, loan agreements and powers of attorney for Trust and Corporate.


• Overlook accounting processes, such as financial statement.


• Maintain accuracy records and files for all clients.


• Act as first contact for clients, bankers, and other parties.


• Provide assistance to the Legal and Compliance Office maintaining process regarding compliance.


• Ensure the updates with industry trends and best tendencies.


• Ensure quality of internal controls and risk management.

Requirements:

• TEP is necessary; UK common law legal, tax expertise is an advantage.


• Minimum 5 years of experience in a trust company or equivalent.


• Important organizational, analytical and problem-solving skills.


• Excellent communication in English; German is a plus.


• A collaborative and professional vision with a commitment to best practices.


• Ability to work with independence, prioritizing tasks effectively and meet with deadlines.

This is a unique opportunity to join a stable, discreet and well regarded organisation with exceptional standards. If you are a detail-oriented and well-organized professional with a dedicated mindset to trust administration and long term goal we invite you to apply.



Please send your CV, motivational letter and any recommendations to ss@ur-capital.com.