Trust Manager

ur-capital Geneva, Switzerland

Posted 12 hours ago Permanent Competitive

Trust Manager

Job Description

Join an established international fiduciary organisation as a Trust Manager, managing a portfolio of international trusts and legal entities while acting as a trusted point of contact for high-net-worth clients and their professional advisers.
Responsibilities

Manage and administer a portfolio of trusts, companies and 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.
Ensure that client structures remain aligned with their individual objectives, family circumstances and long-term wealth planning needs.
Work closely with legal, tax, investment and other professional advisers to provide integrated solutions.
Build and maintain strong, long-term relationships with HNW and UHNW clients and their advisers.
Identify opportunities to develop existing client relationships and contribute to business development initiatives.
Review trust accounts, financial statements and other reports, ensuring accuracy and timely completion.
Monitor the ongoing administration and compliance of structures across multiple jurisdictions.
Maintain an up-to-date understanding of international trust, fiduciary and estate planning developments.
Ensure compliance with applicable legal, regulatory, AML/KYC and internal requirements.
Maintain strict confidentiality and high standards of data protection when handling sensitive client information.
Contribute to the continuous improvement of fiduciary processes and client service standards.

Requirements

Bachelor's degree or relevant professional qualification in Law, Finance, Accounting or a related field.
TEP/STEP, CPA, CFA or equivalent qualification is an advantage.
7+ years of experience in trust administration or fiduciary services, with proven experience managing international clients and complex structures.
Strong knowledge of trust and estate planning principles, international tax considerations and fiduciary responsibilities.
Previous experience working with HNW/UHNW clients and their professional advisers.
Excellent client relationship and communication skills, with the ability to interact confidently with international clients from diverse cultural backgrounds.
Strong analytical and problem-solving skills, with excellent attention to detail.
Very good knowledge of Microsoft Office.
Fluent English is essential; additional languages are an advantage.
Strong sense of discretion, confidentiality and professional integrity.
Ability to work independently while collaborating effectively with an international team.
Swiss nationality or valid Swiss work permit.