Senior Trust Relationship Manager
Alpadis Trust (Switzerland) AG
Infos sur l'emploi
- Date de publication :10 octobre 2024
- Taux d'activité :100%
- Type de contrat :Durée indéterminée
- Langue :allemand (Courant), anglais (Courant)
- Lieu de travail :Dianastrasse 9, 8002 Zürich
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
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
Please send your CV and credentials by email to:
Alpadis Trust (Switzerland) AG, HR, Zurich
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Alpadis Trust (Switzerland) AG