73 days ago on direktlink.prospective.ch

Senior Trust Manager

Bank Julius Bär & Co. AG

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Senior Trust Manager

Senior Trust Manager
Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.
  • Responsibility for the day-to-day management and oversight of a number of complex trust/foundation/company mandates
  • Key Client responsibility
  • Analysis and management of situations involving potentially high commercial (fiduciary) risk, using technical knowledge and exercising sound judgement
  • Working closely with WP Specialists and other colleagues, particularly in relation to fiduciary risk management and conformity with Group and industry practices and standards
  • Lead Trust Administration Team and coaching and develop team members (including training of Apprentice)
  • Deputy to Head Structure Management
  • Management of WP related projects with full responsibilty for organisational aspects, achieving miles stones, reporting to WP Management Committee
  • Play a leading role in responding to regulatory developments, in particular the likely regulation of the fiduciary sector in Switzerland
  • Uphold sound working practices to the satisfaction of key internal and external stakeholders/regulators (FINMA, local regulators where applicable, Legal & Compliance, internal and external auditors)
  • Perform the timely completion of Investment Reviews, Annual Reviews, Key Issues, Financial Statements
  • Handle new business enquiries working flexibly with colleagues in all departments
  • Board Member of Trust Committee and various Services Companies
  • Occasional travel activities
  • 10 or more years of wealth management or other relevant working experience
  • Broad working knowledge and experience of trust/foundation/company administration practices, tax and estate planning, financial planning, accounting, banking and investments
  • Long term experience in people management
  • Uptodate on requirements of FATCA and CRS
  • Excellent communication skills - verbal, written and listening - with the ability to express things simply and directly, maintaining a focused and controlled discussion
  • Flexible consensus builder, employing a straightforward and honest style. Able to quickly establish credibility and instil trust and confidence
  • Consistently demonstrates commitment to and complete understanding of professional, ethical and legal standards
  • Enthusiastic self-starter with reputation for seeking innovative approaches to problem solving and strategic development
  • High level of drive and energy, making contribution with conviction and confidence
  • German mother tongue preferred, English (oral/written) other languages (preferably French or Spanish) are an advantage
  • Proactive, commercial and innovative to servicing both internal and external clients
  • Team player, always seeks to balance the interests of the business unit with the wider interests of the Group
  • Accustomed to working with other cultural/language environments
  • Analytical, proactive, creative, service-oriented and entrepreneurial
Herr Christian Kirst, Human Resources, Bank Julius Baer & Co. Ltd, is looking forward to receiving your full job application through our online application tool. Herr Christian Kirst, will be pleased to provide you with any additional information you may require on the area of responsibility. You can reach Herr Christian Kirst by phone +41 (0) 58 888 51 06.
You can find further interesting job opportunities under www.juliusbaer.com/jobs