Trust Manager - International Fiduciary Services
UR Capital · Genève
Job description
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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Published 53 minutes ago
Expires 1 month from now
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UR Capital
Genève
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