We are looking for a motivated Trust Officer or Mandate Head for our branch in Zurich as soon as possible or by arrangement. Interested? Then we look forward to receiving your application.
Your tasks
- Establishment, administration and management of companies and entities such as trusts and foundations
- Support of the director and partner in charge and administration and management of clients’ relationships; correspond with mandate-related contacts such as lawyers, advisers or private bankers
- Handle administrative tasks and ensure compliance with business and legal requirements (AML, CRS, FATCA)
- Manage electronic client and company data
- Collaborate in internal and client-related projects
- Support in business development
- Support in management of the group company in USA
- Development of a network with internal and external professional contacts
Your profile
- Commercial apprenticeship or equivalent; STEP qualification (TEP) or interested to complete
- Experience in the international trust business and strong interest to work in the industry
- Basic understanding of FATCA and CRS environment and AML
- Dynamic, open-minded and proactive personality, who approaches new challenges with motivation and takes responsibility
- Good knowledge of common IT programs and openness to new digital solutions
- Fluent in Business English (spoken and written), Spanish and/or Brazilian Portuguese knowledge is a strong plus
- Excellent communication skills towards high net worth clients
- Solid administration experience, sound numeracy skills and a strong commercial awareness
Your benefits
- A diverse and responsible role offering a high degree of autonomy and opportunities to shape your work
- A professional working environment where a friendly atmosphere and cooperative collaboration are a top priority
- Flexible working time models with an individual home-office arrangement and at least 5 weeks of vacation
- Attractive compensation with above-average social benefits, including a two-thirds employer contribution to the pension fund and full coverage of accident and daily sickness allowance insurance premiums by the employer
- Annual voucher for activities related to fitness, health, or wellness
- Half-fare public transport travel card
- Monthly shared breakfast as well as additional team events
Become part of KENDRIS
KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities.