102 days ago on lotuspartners.ch


LOTUS Partners Sàrl

  • Sector
  • Employment type
  • Position

 Please refer to JobSuchmaschine in your application



For one of the most reputable Boutique Trust Company in Geneva, we are looking for a Senior Trust Officer:



Descriptif de poste

  • To partcipate fully in the activities of a trust adminitration team in accordance with approved company policies and procedures, under the supervision of the Managing Director and Deputy Managing Director.
  • To provide technical support and assistance to trust administration team
  • To assist in the risk management process through the identification and reporting of specific risks of risk trends to the Deputy Managing Director and to meet all governance, risk management controls and compliance requirements.
  • To assume responsibility for own self-development and learning through the identification and implementation of own personal and technical training requirements.
  • To manage and administer key client relationships with the relevant fiduciary responsibilities, and be aware of new business opportunities. To communicate regularly with clients, with legal and fiscal advisors and with external business introducers.
  • Ensure and encourage the timely production of financial statements for structures where appropriates, and to assist with technical/procedural queries concerning the preparation of client accounting and control of receivables.
  • To perform annual reviews in accordance with fiduciary and compliance procedures.
  • To liaise with Investment Advisors and Bankers regarding the financial requirements of the entities under administration.
  • To review fee levels and client receivables charged to a client portfolio, and to recommend fee increases to the Managing Director and Deputy Managing Director.
  • To raise invoices, chases receivables and collect debts.

Profil recherché

  • Good educational background, university degree and professional qualification such as STEP or ICSA.
  • A minimum of 8 years in the field of trust administration, experience in the handling of clients, basic knowledge of book-keeping and accounts.
  • Excellent spoken and written English and fluent spoken and written French
  • Strong fiduciary product knowledge and competence


All files will be treated with the utmost confidentiality.

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Fabrice Tredinnick