Trust Manager

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.

Requirements

• 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.