About Our Client
Our client is a boutique fiduciary and independent advisory firm with headquarters in Zurich. They provide sophisticated planning, advice, and management services with a global reach while maintaining the personalized touch of a boutique firm. Our diverse team, fluent in multiple languages, brings decades of experience across legal, banking, investment, private equity, and fiduciary sectors in different parts of the globe.

Job Description

• Provide strategic leadership and direction to the trust and fiduciary services team.
• Oversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goals.
• Build and maintain strong relationships with clients, stakeholders, and industry partners.
• Drive business development initiatives to expand the client base and increase revenue.
• Ensure compliance with regulatory requirements and industry standards.
• Manage risk effectively, implementing measures to mitigate potential issues.
• Foster a culture of excellence, collaboration, and continuous improvement within the team.
• Assist in leading team members, providing guidance and support for professional growth.
• Collaborate with other departments to optimize processes and enhance overall organizational performance.

The Successful Applicant

• At least 10 years of experience in the fiduciary business, either directly or indirectly via multi-family office
• Commercially-minded with a proven track record in client acquisition and fostering organic growth
• Academic background in either finance or legal disciplines is a plus
• Excellent command of English as the primary business language; proficiency in other languages a plus
• Some management experience will be beneficial for this role
• Banking experience, though not mandatory, is advantageous
• Location : Flexible location, with a willingness to travel to Zurich periodically.

What's on Offer
Senior job opportunity as a managing partner

Job ID JN-042024-6405821