Trust Manager - Fr/En mandatory

Description

Critères de l'offre

Critères de l'offre

A trust company based in Geneva.

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Trust Administration: Oversee the administration of trust accounts, including the establishment, maintenance, and termination of trusts in accordance with legal and regulatory requirements.
Client Relationship Management: Build and maintain strong relationships with clients, serving as their primary point of contact for trust-related inquiries, advice, and assistance.
Compliance and Risk Management: Ensure compliance with relevant laws, regulations, and internal policies, implementing appropriate risk management controls to mitigate potential issues.
Documentation and Reporting: Prepare and review trust documentation, including trust agreements, deeds, and reports, ensuring accuracy and completeness.
Asset Management: Collaborate with investment professionals and advisors to develop and implement investment strategies aligned with clients' objectives and risk profiles.
Team Collaboration: Work closely with colleagues across different departments, including legal, tax, and compliance, to deliver integrated solutions and support cross-functional initiatives.

TEP (Trust and Estate Practitioner) certification required
Fluent in French and English (written and spoken)
Bachelor's degree in finance, law, or related field; advanced degree preferred
Minimum of 5 years of experience in trust administration or related field
Strong knowledge of trust and estate planning principles, with experience in the LATAM and Brazilian markets preferred
Excellent communication, interpersonal, and problem-solving skills
Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
Proficiency in MS Office suite and trust administration software