Serenity Trustee SA is part of a management owned Swiss headquartered group providing multi-family office services specialised in private and commercial structuring. As a medium-sized “boutique” provider, we emphasize on personal relations built upon longevity and trust.
As part of our expansion, we are looking for a Trust Manager.
Job description
Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers, accountants to provide excellent administration services.
Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
Develop and implement strategies for trust accounts, considering tax implications and investment goals
Educate clients on trust services and assist on estate planning and wealth management
Maintain up-to-date knowledge of trust and estate planning trends, tax laws and regulatory changes
Work with Compliance team to ensure adherence to AML & FinIA duties
Mentoring a trust officer in the team
Profile required
Bachelor’s degree in Finance, Law, Business Administration
TEP
5-10 years of Trust Administration experience
Fluent in English and French, both written and verbal. Any additional language is a plus
Excellent communication, interpersonal and client service skills
Exceptional organization skills with a fine attention to detail
Team player with the humility to guide and to learn.
A firm knowledge of AML/regulatory framework, FATCA/CRS principles
A general understanding of international tax law and more specifically UK
Extensive experience and ease in the use of IT packages including Microsoft office
Proven problem solving skills
The company has an entrepreneurial spirit and offers a challenging opportunity and interesting compensations. If you enjoy working in an international environment, being a real member of a dynamic team, please contact or