403 days ago on lotuspartners.ch

TRUST RELATIONSHIP MANAGER (English & Spanish speaking)

LOTUS Partners Sàrl

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TRUST RELATIONSHIP MANAGER (English & Spanish speaking)

TRUST RELATIONSHIP MANAGER (English & Spanish speaking)

Our client is a Trust Company based in Geneva. We are looking for a:



Descriptif de poste

  • As RM, you will have contact with new and existing clients (notably LATAM), both directly and through external specialists, on a national and international level
  • Actively acquire new clients and assist in the incorporation and implementation of client’s structures including trusts and foundations
  • Take care of all the general legal and fiscal aspects of the client’s structures
  • Be responsible for the provision of client accounting services on the client's entities in close cooperation with accounting specialists
  • Ensure full tax compliance on all the files in conjunction with external tax specialists
  • Be responsible for meeting all compliance requirements on the client's files in accordance with Swiss Anti Money Laundering and statutory regulations
  • Requested to travel abroad (~10%)

Profil recherché

  • STEP qualified
  • Minimum of 5 years proven experience within a corporate Trust environment
  • Strong personality and the ability to interact with all team members in order to get things done
  • Pro-active, highly professional approach in taking ownership of tasks and opportunities
  • Meticulous, very well organized, dynamic and entrepreneurial, with a quick witted ‘can-do’ attitude
  • Able to work equally alone as well as part of a small team
  • English and Spanish fluent; Portuguese a strong asset; any other language is an asset.

All files will be treated with the utmost confidentiality.

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Fabrice Tredinnick