Senior Trust Relationship Manager

Senior Relationship Manager

Alpadis Trust (Switzerland) AG, Dianastrasse 9, 8002 Zürich

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Alpadis Group:

We are an expanding, independent and privately owned multi-jurisdictional fiduciary group (www.alpadis.com) and for our Zurich office we are looking for a well-rounded individual with experience in the administration and setup of client structures[RG1] .

Description: 

• Takeover of an existing complex client portfolio
• Advise/coordinate existing and new clients in cross border legal, financial and succession planning issues, with the help of internal and external specialists
• Direct and regular contact with the clients, their advisors and/or family offices
• Creating and maintaining files
• Periodical reviews and monitoring and analysis of regulatory initiatives affecting the structures
• Profound knowledge of AML regulations
• Preparation of agreements, manuals, organisational charts, deeds, presentations and review of the same
• Review and approval of financial statements
• Work with supporting staff on day-to-day mandate administration (e.g. drafting of minutes/resolutions, review of bank and portfolio statements, monitoring of payment executions and execution of the same, liaise with internal & external accountants, auditors, etc)
• Participation in various in-house projects

 Requirements: 

• Extensive experience in the trust and fiduciary industry
• Minimum 5 years of experience in similar position
• Responsible for identifying and acquiring new business opportunities for the company
• Good MS office skills required
• Fluent in English and strong communication skills in German; any other language will be beneficial
• Reliable, durable, trustworthy, communicative and responsible
• Hands on mentality
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Offer: 

• Competitive salary and benefits
• Great career opportunities; taking over of an existing client portfolio
• small team and familiar atmosphere located in pleasant offices in town centre
• working in an international environment
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Please send your CV and credentials by email to:

Alpadis Trust (Switzerland) AG, HR, Zurich

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