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Trust Manager - International Fiduciary Services

UR Capital · Genève

Nouveau
Senior 🇬🇧 English
Microsoft Office

Description du poste

About the role

An international fiduciary organisation is looking for a Trust Manager to manage a portfolio of international trusts and legal entities. The role acts as a trusted adviser to high-net-worth clients on fiduciary, succession and wealth preservation matters.

Key responsibilities

  • Manage and administer a portfolio of trusts, companies and other legal entities across multiple jurisdictions.
  • Act as the main point of contact for clients, ensuring a high level of service and effective management of their fiduciary structures.
  • Oversee international trust and fiduciary structures, succession planning arrangements and wealth preservation structures, keeping them aligned with clients' objectives, family circumstances and long-term succession plans.
  • Coordinate with legal, tax, investment and other external advisers to deliver comprehensive solutions.
  • Monitor the administration and ongoing compliance of client structures across jurisdictions, and review trust accounts, financial statements and other reports for accuracy and timeliness.
  • Maintain up-to-date knowledge of fiduciary, regulatory and international tax developments.
  • Develop existing client relationships and contribute to business development, building long-term ties with HNW and UHNW clients, their families and professional advisers.
  • Ensure compliance with legal, regulatory, AML/KYC, data protection and internal requirements, and uphold strict confidentiality and discretion.
  • Contribute to continuous improvement of fiduciary processes and client service standards.

Required profile

  • Bachelor's degree or relevant professional qualification in law, accounting, finance or a related field.
  • 7+ years of experience in trust administration or fiduciary services, including managing complex international structures.
  • Previous experience with HNW/UHNW clients and their professional advisers.
  • Fluent English is essential; additional languages are an advantage.

Required skills

  • Strong knowledge of trust administration, fiduciary structures, succession planning and international private client matters.
  • Good understanding of international tax and regulatory considerations for trusts and fiduciary structures.
  • Strong client relationship management and communication skills.
  • Excellent organisational and analytical skills, attention to detail, and good knowledge of Microsoft Office.
  • Discretion, reliability and professionalism, with the ability to work independently within an international team.

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UR Capital

Genève