Switzerland Job Openings
Phoenix Search & Consulting
Senior Trust / Family Officer
Zürich
FULL TIME
September 10, 2024
- Work closely with the Board of Directors, General Management and other senior colleagues to develop strategic plans and see through to implementation.
- Review reports/analysis and make recommendations for related Trust initiatives.
- Structure, manage and administer all related Trust and Family Office activities, as required.
- Plan, organise and control the day-to-day administration and compliance activities, within area of responsibility.
- Maintain proficient knowledge of all Trust rules and regulations.
- Advise the Board of Directors, General Management and other applicable senior colleagues pertaining to emerging Trust issues.
- Consult and guide in the establishment of controls to mitigate risks.
- Oversee actions of independent third party and regulatory audits.
- Preparation for such audits i.e. coordinate responses to external auditors and regulatory examiners. Ensure deficiencies identified from such audits and examinations are corrected etc.
- Make recommendations and provide support in the Family Office, strategic, and business matters, as required.
- Review and advise on new business in related to Trust related activities. Manage non-legal reviews of Trust documents for new business acceptance.
- Lead and support in projects i.e. definition, set-up and see through to completion. Ensure projects are delivered within scope, on time and within budget. Prepare and issue reports for management, audit and regulators, as required.
- Manage banking regulations knowledge for complying with Trust related activities.
- Ensure compliance with all applicable reporting and record keeping requirements.
- Responsible for all applicable regulatory reporting globally.
- Any other reasonable activities applicable to the role and seniority of the post holder, as required.
- Degree qualified or equivalent
- STEP, Trust and Estate Practitioner
- Sound knowledge of Regulatory, Tax and Accounting topics
- 8 years + ideally in a similar role
- English & German fluent
- Strong communication skills coupled with diplomacy to deal with the demands of a Family Office and its members.
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