Management and administration of trust and fiduciary structures for high-net-worth clients across multiple jurisdictions.
Aufgaben
Manage and administer a portfolio of legal entities across multiple jurisdictions
Act as the principal point of contact for clients, overseeing trust and fiduciary structures, succession planning matters, and wealth preservation arrangements while ensuring they remain aligned with clients' individual needs, family dynamics, and objectives
Collaborate with legal, tax, and investment professionals to deliver integrated solutions for clients
Identify new business opportunities within existing client relationships and actively participate in business development initiatives
Review trust accounts, financial statements, and reports, ensuring accuracy and timeliness
Stay informed of global trends in trust and estate planning, and adapt strategies to changing legal and financial environments
Maintain strict confidentiality and adhere to all data protection and privacy standards
Profil
Bachelor's degree or professional qualification (e.g., TEP, CPA, CFA) preferred
Minimum 7 years of experience in Trust Administration with experience in management of trusts, handling international clients and complex trust structures
Working knowledge of trust and estate planning principles, international tax regulations, and fiduciary responsibilities
Exceptional communication and interpersonal skills, with the ability to interact with high-net-worth clients and colleagues from diverse cultural backgrounds
Very good knowledge of Microsoft Office product suite
Strong analytical and problem-solving abilities, with keen attention to detail
Fluency in English; additional languages are a plus
Skills
Trust Administration (mindestens 7 Jahre)Succession PlanningFiduciary StructuresWealth ManagementMultilinguale KommunikationCompliance und DatenschutzBachelor-Abschluss oder TEP/CPA/CFA
