Job Description




Join an established international fiduciary organisation as a Trust Manager, managing a portfolio of international trusts and legal entities while acting as a trusted point of contact for high-net-worth clients and their professional advisers.


Responsibilities

• Manage and administer a portfolio of trusts, companies and legal entities across multiple jurisdictions.


• Act as the principal point of contact for clients, overseeing trust and fiduciary structures, succession planning matters and wealth preservation arrangements.


• Ensure that client structures remain aligned with their individual objectives, family circumstances and long-term wealth planning needs.


• Work closely with legal, tax, investment and other professional advisers to provide integrated solutions.


• Build and maintain strong, long-term relationships with HNW and UHNW clients and their advisers.


• Identify opportunities to develop existing client relationships and contribute to business development initiatives.


• Review trust accounts, financial statements and other reports, ensuring accuracy and timely completion.


• Monitor the ongoing administration and compliance of structures across multiple jurisdictions.


• Maintain an up-to-date understanding of international trust, fiduciary and estate planning developments.


• Ensure compliance with applicable legal, regulatory, AML/KYC and internal requirements.


• Maintain strict confidentiality and high standards of data protection when handling sensitive client information.


• Contribute to the continuous improvement of fiduciary processes and client service standards.

• Bachelor's degree or relevant professional qualification in Law, Finance, Accounting or a related field.


• TEP/STEP, CPA, CFA or equivalent qualification is an advantage.


• 7+ years of experience in trust administration or fiduciary services, with proven experience managing international clients and complex structures.


• Strong knowledge of trust and estate planning principles, international tax considerations and fiduciary responsibilities.


• Previous experience working with HNW/UHNW clients and their professional advisers.


• Excellent client relationship and communication skills, with the ability to interact confidently with international clients from diverse cultural backgrounds.


• Strong analytical and problem-solving skills, with excellent attention to detail.


• Very good knowledge of Microsoft Office.


• Fluent English is essential; additional languages are an advantage.


• Strong sense of discretion, confidentiality and professional integrity.


• Ability to work independently while collaborating effectively with an international team.


• Swiss nationality or valid Swiss work permit.